Allegiance Financial Group Advisory Services’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $939K | Buy |
2,644
+131
| +5% | +$46.5K | 0.25% | 40 |
|
|
2025
Q1 | $881K | Sell |
2,513
-603
| -19% | -$211K | 0.27% | 39 |
|
|
2024
Q4 | $985K | Buy |
3,116
+153
| +5% | +$48.4K | 0.32% | 37 |
|
|
2024
Q3 | $815K | Sell |
2,963
-410
| -12% | -$113K | 0.28% | 37 |
|
|
2024
Q2 | $885K | Sell |
3,373
-337
| -9% | -$88.5K | 0.34% | 34 |
|
|
2024
Q1 | $1.04M | Sell |
3,710
-337
| -8% | -$94.1K | 0.42% | 35 |
|
|
2023
Q4 | $1.05M | Sell |
4,047
-500
| -11% | -$130K | 0.5% | 35 |
|
|
2023
Q3 | $1.05M | Sell |
4,547
-500
| -10% | -$115K | 0.59% | 33 |
|
|
2023
Q2 | $1.2M | Sell |
5,047
-1,031
| -17% | -$245K | 0.7% | 33 |
|
|
2023
Q1 | $1.37M | Hold |
6,078
| – | – | 1.01% | 29 |
|
|
2022
Q4 | $1.26M | Buy |
+6,078
| New | +$1.26M | 1.21% | 28 |
|