Optimum Investment Advisors’s Saul Centers BFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.7K | Hold |
2,100
| – | – | 0.03% | 297 |
|
|
2025
Q1 | $75.7K | Hold |
2,100
| – | – | 0.04% | 282 |
|
|
2024
Q4 | $81.5K | Hold |
2,100
| – | – | 0.04% | 281 |
|
|
2024
Q3 | $88.1K | Hold |
2,100
| – | – | 0.04% | 289 |
|
|
2024
Q2 | $77.2K | Hold |
2,100
| – | – | 0.03% | 299 |
|
|
2024
Q1 | $80.8K | Hold |
2,100
| – | – | 0.04% | 301 |
|
|
2023
Q4 | $82.5K | Hold |
2,100
| – | – | 0.04% | 284 |
|
|
2023
Q3 | $74.1K | Hold |
2,100
| – | – | 0.04% | 315 |
|
|
2023
Q2 | $77.3K | Hold |
2,100
| – | – | 0.04% | 318 |
|
|
2023
Q1 | $81.9K | Hold |
2,100
| – | – | 0.04% | 302 |
|
|
2022
Q4 | $85.4K | Hold |
2,100
| – | – | 0.05% | 289 |
|
|
2022
Q3 | $79K | Hold |
2,100
| – | – | 0.04% | 309 |
|
|
2022
Q2 | $99K | Hold |
2,100
| – | – | 0.05% | 285 |
|
|
2022
Q1 | $111K | Hold |
2,100
| – | – | 0.05% | 304 |
|
|
2021
Q4 | $111K | Hold |
2,100
| – | – | 0.04% | 321 |
|
|
2021
Q3 | $93K | Hold |
2,100
| – | – | 0.04% | 339 |
|
|
2021
Q2 | $95K | Sell |
2,100
-1,300
| -38% | -$58.8K | 0.03% | 387 |
|
|
2021
Q1 | $136K | Hold |
3,400
| – | – | 0.04% | 325 |
|
|
2020
Q4 | $108K | Hold |
3,400
| – | – | 0.03% | 339 |
|
|
2020
Q3 | $90K | Hold |
3,400
| – | – | 0.03% | 347 |
|
|
2020
Q2 | $110K | Hold |
3,400
| – | – | 0.04% | 313 |
|
|
2020
Q1 | $111K | Hold |
3,400
| – | – | 0.05% | 289 |
|
|
2019
Q4 | $179K | Hold |
3,400
| – | – | 0.05% | 294 |
|
|
2019
Q3 | $185K | Sell |
3,400
-950
| -22% | -$51.7K | 0.06% | 279 |
|
|
2019
Q2 | $244K | Hold |
4,350
| – | – | 0.08% | 241 |
|
|
2019
Q1 | $223K | Hold |
4,350
| – | – | 0.07% | 258 |
|
|
2018
Q4 | $205K | Hold |
4,350
| – | – | 0.07% | 253 |
|
|
2018
Q3 | $244K | Hold |
4,350
| – | – | 0.07% | 271 |
|
|
2018
Q2 | $233K | Hold |
4,350
| – | – | 0.07% | 274 |
|
|
2018
Q1 | $222K | Buy |
+4,350
| New | +$222K | 0.07% | 266 |
|
|
2017
Q2 | – | Sell |
-3,850
| Closed | -$237K | – | 295 |
|
|
2017
Q1 | $237K | Sell |
3,850
-250
| -6% | -$15.4K | 0.08% | 247 |
|
|
2016
Q4 | $273K | Hold |
4,100
| – | – | 0.1% | 226 |
|
|
2016
Q3 | $273K | Hold |
4,100
| – | – | 0.1% | 227 |
|
|
2016
Q2 | $253K | Hold |
4,100
| – | – | 0.1% | 226 |
|
|
2016
Q1 | $217K | Sell |
4,100
-200
| -5% | -$10.6K | 0.09% | 245 |
|
|
2015
Q4 | $220K | Hold |
4,300
| – | – | 0.09% | 249 |
|
|
2015
Q3 | $223K | Buy |
+4,300
| New | +$223K | 0.09% | 240 |
|
|
2015
Q1 | $246K | Hold |
4,300
| – | – | 0.08% | 254 |
|
|
2014
Q4 | $246K | Buy |
4,300
+450
| +12% | +$25.7K | 0.08% | 242 |
|
|
2014
Q3 | $180K | Hold |
3,850
| – | – | 0.06% | 273 |
|
|
2014
Q2 | $187K | Hold |
3,850
| – | – | 0.06% | 263 |
|
|
2014
Q1 | $182K | Hold |
3,850
| – | – | 0.07% | 234 |
|
|
2013
Q4 | $184K | Hold |
3,850
| – | – | 0.07% | 228 |
|
|
2013
Q3 | $178K | Buy |
+3,850
| New | +$178K | 0.07% | 219 |
|