Allegiance Financial Group Advisory Services’s Visa V Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$532K	Sell	1,760 -293	-14%	-$94.2K	0.11%	76
2025 Q4	$720K	Sell	2,053 -468	-19%	-$159K	0.15%	57
2025 Q3	$861K	Sell	2,521 -123	-5%	-$42.6K	0.2%	46
2025 Q2	$939K	Buy	2,644 +131	+5%	+$45.7K	0.25%	40
2025 Q1	$881K	Sell	2,513 -603	-19%	-$204K	0.27%	39
2024 Q4	$985K	Buy	3,116 +153	+5%	+$46K	0.32%	37
2024 Q3	$815K	Sell	2,963 -410	-12%	-$111K	0.28%	37
2024 Q2	$885K	Sell	3,373 -337	-9%	-$92.4K	0.34%	34
2024 Q1	$1.04M	Sell	3,710 -337	-8%	-$93K	0.42%	35
2023 Q4	$1.05M	Sell	4,047 -500	-11%	-$123K	0.5%	35
2023 Q3	$1.05M	Sell	4,547 -500	-10%	-$120K	0.59%	33
2023 Q2	$1.2M	Sell	5,047 -1,031	-17%	-$236K	0.7%	33
2023 Q1	$1.37M	Hold	6,078	–	–	1.01%	29
2022 Q4	$1.26M	Buy	+6,078	New	+$1.23M	1.21%	28