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Lockerman Financial Group’s Visa V Stock Holding History

Lockerman Financial Group’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,437
Closed -$510K – 135
2025
Q2 		$510K Buy
1,437
+20
+1% +$6.97K 0.69% 39
2025
Q1 		$497K Sell
1,417
-19
-1% -$6.43K 0.75% 33
2024
Q4 		$454K Sell
1,436
-52
-3% -$15.6K 0.77% 39
2024
Q3 		$409K Sell
1,488
-91
-6% -$24.6K 0.69% 44
2024
Q2 		$414K Buy
1,579
+16
+1% +$4.38K 0.75% 38
2024
Q1 		$436K Sell
1,563
-19
-1% -$5.25K 0.83% 36
2023
Q4 		$412K Sell
1,582
-1
-0.1% -$246 0.95% 33
2023
Q3 		$364K Buy
1,583
+14
+0.9% +$3.37K 0.98% 35
2023
Q2 		$373K Buy
1,569
+264
+20% +$60.4K 1.03% 28
2023
Q1 		$294K Hold
1,305
– – 0.81% 41
2022
Q4 		$271K Buy
+1,305
New +$263K 0.79% 48

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T. Rowe Price Associates
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return