JNBA Financial Advisors’s Banco Santander SAN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1,204
| Closed | -$3K | – | 745 |
|
2022
Q2 | $3K | Buy |
+1,204
| New | +$3K | ﹤0.01% | 619 |
|
2020
Q1 | – | Sell |
-2,880
| Closed | -$11K | – | 604 |
|
2019
Q4 | $11K | Buy |
+2,880
| New | +$11K | ﹤0.01% | 429 |
|
2016
Q4 | – | Sell |
-17,562
| Closed | -$74K | – | 1169 |
|
2016
Q3 | $74K | Buy |
+17,562
| New | +$74K | 0.01% | 432 |
|
2015
Q3 | – | Sell |
-768
| Closed | -$5K | – | 543 |
|
2015
Q2 | $5K | Hold |
768
| – | – | ﹤0.01% | 414 |
|
2015
Q1 | $5K | Sell |
768
-3,823
| -83% | -$24.9K | ﹤0.01% | 424 |
|
2014
Q4 | $35K | Hold |
4,591
| – | – | 0.01% | 221 |
|
2014
Q3 | $40K | Buy |
4,591
+91
| +2% | +$793 | 0.02% | 208 |
|
2014
Q2 | $43K | Hold |
4,500
| – | – | 0.02% | 189 |
|
2014
Q1 | $39K | Buy |
4,500
+103
| +2% | +$893 | 0.02% | 184 |
|
2013
Q4 | $36K | Buy |
4,397
+104
| +2% | +$851 | 0.02% | 188 |
|
2013
Q3 | $32K | Buy |
+4,293
| New | +$32K | 0.02% | 185 |
|