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Continuum Advisory’s South Plains Financial SPFI Stock Holding History

Continuum Advisory’s Portfolio SPFI Stock Details SPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,103
Closed -$227K – 475
2023
Q2 		$227K Hold
10,103
– – 0.04% 409
2023
Q1 		$216K Buy
+10,103
New +$263K 0.04% 400

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MI
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

Continuum Advisory's SPFI Position: Q3 2023 in Review

Continuum Advisory sold out of South Plains Financial (SPFI) in Q3 2023, closing a stake of 10,103 shares — an estimated $227K sold.

Continuum Advisory first reported a position in SPFI in Q1 2023 and held it in 2 quarters. The position peaked at $227K in Q2 2023. 79 funds tracked by Wall St. Rank hold SPFI as of Q3 2023.

  • Continuum Advisory reported no remaining South Plains Financial position as of Q3 2023 after selling out during the quarter.
  • Continuum Advisory sold 10,103 South Plains Financial shares in Q3 2023, an estimated $227K.
  • Continuum Advisory first reported a position in South Plains Financial in Q1 2023 and held it in 2 quarters.
  • Continuum Advisory's South Plains Financial position peaked at $227K in Q2 2023.
  • 79 funds tracked by Wall St. Rank held South Plains Financial as of Q3 2023.

Based on Continuum Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.