Lockerman Financial Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Buy |
1,437
+20
| +1% | +$7.1K | 0.69% | 39 |
|
|
2025
Q1 | $497K | Sell |
1,417
-19
| -1% | -$6.66K | 0.75% | 33 |
|
|
2024
Q4 | $454K | Sell |
1,436
-52
| -3% | -$16.4K | 0.77% | 39 |
|
|
2024
Q3 | $409K | Sell |
1,488
-91
| -6% | -$25K | 0.69% | 44 |
|
|
2024
Q2 | $414K | Buy |
1,579
+16
| +1% | +$4.2K | 0.75% | 38 |
|
|
2024
Q1 | $436K | Sell |
1,563
-19
| -1% | -$5.3K | 0.83% | 36 |
|
|
2023
Q4 | $412K | Sell |
1,582
-1
| -0.1% | -$260 | 0.95% | 33 |
|
|
2023
Q3 | $364K | Buy |
1,583
+14
| +0.9% | +$3.22K | 0.98% | 35 |
|
|
2023
Q2 | $373K | Buy |
1,569
+264
| +20% | +$62.7K | 1.03% | 28 |
|
|
2023
Q1 | $294K | Hold |
1,305
| – | – | 0.81% | 41 |
|
|
2022
Q4 | $271K | Buy |
+1,305
| New | +$271K | 0.79% | 48 |
|