JFS Wealth Advisors’s Harley-Davidson HOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.25K | Buy |
180
+7
| +4% | +$165 | ﹤0.01% | 1138 |
|
|
2025
Q1 | $4.37K | Sell |
173
-94
| -35% | -$2.37K | ﹤0.01% | 1167 |
|
|
2024
Q4 | $8.04K | Buy |
267
+4
| +2% | +$120 | ﹤0.01% | 927 |
|
|
2024
Q3 | $10.1K | Buy |
263
+26
| +11% | +$1K | ﹤0.01% | 849 |
|
|
2024
Q2 | $7.94K | Hold |
237
| – | – | ﹤0.01% | 867 |
|
|
2024
Q1 | $10.4K | Buy |
237
+61
| +35% | +$2.67K | ﹤0.01% | 808 |
|
|
2023
Q4 | $6.48K | Sell |
176
-62
| -26% | -$2.28K | ﹤0.01% | 952 |
|
|
2023
Q3 | $7.86K | Sell |
238
-32
| -12% | -$1.06K | ﹤0.01% | 811 |
|
|
2023
Q2 | $9.5K | Sell |
270
-3
| -1% | -$106 | ﹤0.01% | 745 |
|
|
2023
Q1 | $10.4K | Sell |
273
-32
| -10% | -$1.21K | ﹤0.01% | 710 |
|
|
2022
Q4 | $12.7K | Buy |
305
+7
| +2% | +$291 | ﹤0.01% | 629 |
|
|
2022
Q3 | $10K | Buy |
298
+26
| +10% | +$872 | ﹤0.01% | 724 |
|
|
2022
Q2 | $9K | Buy |
272
+16
| +6% | +$529 | ﹤0.01% | 794 |
|
|
2022
Q1 | $10K | Buy |
256
+52
| +25% | +$2.03K | ﹤0.01% | 785 |
|
|
2021
Q4 | $8K | Buy |
204
+38
| +23% | +$1.49K | ﹤0.01% | 721 |
|
|
2021
Q3 | $6K | Sell |
166
-649
| -80% | -$23.5K | ﹤0.01% | 700 |
|
|
2021
Q2 | $37K | Hold |
815
| – | – | 0.01% | 300 |
|
|
2021
Q1 | $33K | Hold |
815
| – | – | 0.01% | 291 |
|
|
2020
Q4 | $30K | Hold |
815
| – | – | 0.01% | 290 |
|
|
2020
Q3 | $20K | Hold |
815
| – | – | ﹤0.01% | 311 |
|
|
2020
Q2 | $19K | Hold |
815
| – | – | ﹤0.01% | 307 |
|
|
2020
Q1 | $15K | Hold |
815
| – | – | ﹤0.01% | 294 |
|
|
2019
Q4 | $30K | Hold |
815
| – | – | 0.01% | 272 |
|
|
2019
Q3 | $29K | Hold |
815
| – | – | 0.01% | 272 |
|
|
2019
Q2 | $29K | Hold |
815
| – | – | 0.01% | 276 |
|
|
2019
Q1 | $29K | Hold |
815
| – | – | 0.01% | 263 |
|
|
2018
Q4 | $28K | Hold |
815
| – | – | 0.01% | 262 |
|
|
2018
Q3 | $37K | Hold |
815
| – | – | 0.01% | 265 |
|
|
2018
Q2 | $34K | Hold |
815
| – | – | 0.01% | 270 |
|
|
2018
Q1 | $35K | Hold |
815
| – | – | 0.01% | 271 |
|
|
2017
Q4 | $41K | Buy |
815
+649
| +391% | +$32.6K | 0.01% | 265 |
|
|
2017
Q3 | $8K | Hold |
166
| – | – | ﹤0.01% | 376 |
|
|
2017
Q2 | $9K | Buy |
166
+3
| +2% | +$163 | ﹤0.01% | 345 |
|
|
2017
Q1 | $10K | Hold |
163
| – | – | ﹤0.01% | 353 |
|
|
2016
Q4 | $10K | Hold |
163
| – | – | ﹤0.01% | 353 |
|
|
2016
Q3 | $9K | Hold |
163
| – | – | ﹤0.01% | 391 |
|
|
2016
Q2 | $7K | Buy |
163
+1
| +0.6% | +$43 | ﹤0.01% | 412 |
|
|
2016
Q1 | $8K | Buy |
162
+1
| +0.6% | +$49 | ﹤0.01% | 415 |
|
|
2015
Q4 | $7K | Buy |
161
+1
| +0.6% | +$43 | ﹤0.01% | 430 |
|
|
2015
Q3 | $9K | Buy |
160
+41
| +34% | +$2.31K | ﹤0.01% | 359 |
|
|
2015
Q2 | $7K | Hold |
119
| – | – | ﹤0.01% | 387 |
|
|
2015
Q1 | $7K | Sell |
119
-99
| -45% | -$5.82K | ﹤0.01% | 389 |
|
|
2014
Q4 | $14K | Buy |
218
+100
| +85% | +$6.42K | ﹤0.01% | 329 |
|
|
2014
Q3 | $7K | Buy |
118
+1
| +0.9% | +$59 | ﹤0.01% | 361 |
|
|
2014
Q2 | $8K | Buy |
+117
| New | +$8K | ﹤0.01% | 346 |
|