Kelly Financial Services’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $248K | Buy |
3,568
+293
| +9% | +$20.3K | 0.07% | 105 |
|
2025
Q1 | $202K | Buy |
+3,275
| New | +$202K | 0.07% | 112 |
|
2024
Q3 | – | Sell |
-2,062
| Closed | -$98K | – | 238 |
|
2024
Q2 | $98K | Buy |
2,062
+389
| +23% | +$18.5K | 0.04% | 156 |
|
2024
Q1 | $83.5K | Sell |
1,673
-26
| -2% | -$1.3K | 0.03% | 166 |
|
2023
Q4 | $85.8K | Buy |
1,699
+183
| +12% | +$9.25K | 0.03% | 154 |
|
2023
Q3 | $81.5K | Buy |
1,516
+34
| +2% | +$1.83K | 0.04% | 138 |
|
2023
Q2 | $76.7K | Buy |
1,482
+289
| +24% | +$14.9K | 0.04% | 148 |
|
2023
Q1 | $62.3K | Buy |
1,193
+228
| +24% | +$11.9K | 0.03% | 161 |
|
2022
Q4 | $46K | Hold |
965
| – | – | 0.02% | 183 |
|
2022
Q3 | $38.6K | Buy |
965
+1
| +0.1% | +$40 | 0.02% | 180 |
|
2022
Q2 | $41.1K | Sell |
964
-100
| -9% | -$4.27K | 0.02% | 181 |
|
2022
Q1 | $59.3K | Hold |
1,064
| – | – | 0.03% | 159 |
|
2021
Q4 | $67.4K | Sell |
1,064
-32
| -3% | -$2.03K | 0.03% | 148 |
|
2021
Q3 | $59.7K | Sell |
1,096
-56,982
| -98% | -$3.1M | 0.03% | 139 |
|
2021
Q2 | $1.1M | Buy |
58,078
+56,983
| +5,204% | +$1.08M | 0.04% | 114 |
|
2021
Q1 | $56.6K | Hold |
1,095
| – | – | 0.04% | 118 |
|
2020
Q4 | $49K | Sell |
1,095
-35
| -3% | -$1.57K | 0.03% | 115 |
|
2020
Q3 | $44.5K | Buy |
1,130
+1
| +0.1% | +$39 | 0.03% | 106 |
|
2020
Q2 | $52.7K | Hold |
1,129
| – | – | 0.04% | 87 |
|
2020
Q1 | $44.4K | Sell |
1,129
-85
| -7% | -$3.34K | 0.05% | 80 |
|
2019
Q4 | $58.2K | Sell |
1,214
-100
| -8% | -$4.8K | 0.04% | 73 |
|
2019
Q3 | $64.9K | Buy |
1,314
+284
| +28% | +$14K | 0.06% | 66 |
|
2019
Q2 | $56.4K | Buy |
1,030
+20
| +2% | +$1.1K | 0.05% | 70 |
|
2019
Q1 | $54.5K | Buy |
+1,010
| New | +$54.5K | 0.06% | 73 |
|