JFS Wealth Advisors’s Santander BSBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.84K | Buy |
521
+107
| +26% | +$583 | ﹤0.01% | 1288 |
|
|
2025
Q1 | $1.95K | Sell |
414
-67
| -14% | -$316 | ﹤0.01% | 1477 |
|
|
2024
Q4 | $1.88K | Buy |
481
+376
| +358% | +$1.47K | ﹤0.01% | 1499 |
|
|
2024
Q3 | $553 | Sell |
105
-4
| -4% | -$21 | ﹤0.01% | 1785 |
|
|
2024
Q2 | $539 | Sell |
109
-5
| -4% | -$25 | ﹤0.01% | 1793 |
|
|
2024
Q1 | $653 | Hold |
114
| – | – | ﹤0.01% | 1739 |
|
|
2023
Q4 | $747 | Sell |
114
-8
| -7% | -$52 | ﹤0.01% | 1713 |
|
|
2023
Q3 | $626 | Buy |
122
+5
| +4% | +$26 | ﹤0.01% | 1705 |
|
|
2023
Q2 | $745 | Buy |
117
+4
| +4% | +$25 | ﹤0.01% | 1682 |
|
|
2023
Q1 | $601 | Buy |
113
+4
| +4% | +$21 | ﹤0.01% | 1695 |
|
|
2022
Q4 | $588 | Sell |
109
-40
| -27% | -$216 | ﹤0.01% | 1713 |
|
|
2022
Q3 | $1K | Buy |
149
+96
| +181% | +$644 | ﹤0.01% | 1493 |
|
|
2022
Q2 | $0 | Sell |
53
-158
| -75% | – | ﹤0.01% | 1756 |
|
|
2022
Q1 | $2K | Buy |
+211
| New | +$2K | ﹤0.01% | 1381 |
|
|
2016
Q2 | – | Sell |
-5,627
| Closed | -$25K | – | 517 |
|
|
2016
Q1 | $25K | Sell |
5,627
-2,506
| -31% | -$11.1K | 0.01% | 300 |
|
|
2015
Q4 | $30K | Hold |
8,133
| – | – | 0.01% | 288 |
|
|
2015
Q3 | $25K | Sell |
8,133
-783
| -9% | -$2.41K | 0.01% | 260 |
|
|
2015
Q2 | $46K | Hold |
8,916
| – | – | 0.02% | 193 |
|
|
2015
Q1 | $38K | Buy |
8,916
+2,287
| +34% | +$9.75K | 0.02% | 206 |
|
|
2014
Q4 | $32K | Buy |
6,629
+2,182
| +49% | +$10.5K | 0.01% | 234 |
|
|
2014
Q3 | $28K | Sell |
4,447
-3,968
| -47% | -$25K | ﹤0.01% | 233 |
|
|
2014
Q2 | $56K | Buy |
+8,415
| New | +$56K | 0.01% | 175 |
|