SFSIG
San Francisco Sentry Investment Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.92M | Sell |
8,218
-11,707
| -59% | -$2.74M | 1% | 14 |
|
|
2021
Q1 | $4.22M | Buy |
19,925
+161
| +0.8% | +$34.1K | 1.8% | 8 |
|
|
2020
Q4 | $4.32M | Buy |
19,764
+171
| +0.9% | +$37.4K | 2.03% | 5 |
|
|
2020
Q3 | $3.92M | Sell |
19,593
-4,778
| -20% | -$955K | 2.01% | 6 |
|
|
2020
Q2 | $4.71M | Sell |
24,371
-10,123
| -29% | -$1.96M | 2.5% | 5 |
|
|
2020
Q1 | $5.56M | Sell |
34,494
-2,570
| -7% | -$414K | 3.52% | 3 |
|
|
2019
Q4 | $6.97M | Sell |
37,064
-204
| -0.5% | -$38.3K | 3.13% | 2 |
|
|
2019
Q3 | $6.41M | Buy |
37,268
+688
| +2% | +$118K | 2.94% | 2 |
|
|
2019
Q2 | $6.35M | Sell |
36,580
-1,185
| -3% | -$206K | 2.92% | 2 |
|
|
2019
Q1 | $5.9M | Sell |
37,765
-272
| -0.7% | -$42.5K | 2.55% | 2 |
|
|
2018
Q4 | $5.02M | Sell |
38,037
-57
| -0.1% | -$7.52K | 2.36% | 4 |
|
|
2018
Q3 | $5.72M | Sell |
38,094
-1,498
| -4% | -$225K | 2.14% | 6 |
|
|
2018
Q2 | $5.24M | Sell |
39,592
-15,094
| -28% | -$2M | 2.18% | 5 |
|
|
2018
Q1 | $6.54M | Sell |
54,686
-5,416
| -9% | -$648K | 1.88% | 5 |
|
|
2017
Q4 | $6.85M | Sell |
60,102
-1,954
| -3% | -$223K | 2.01% | 5 |
|
|
2017
Q3 | $6.53M | Buy |
62,056
+468
| +0.8% | +$49.3K | 2.19% | 4 |
|
|
2017
Q2 | $5.78M | Buy |
61,588
+1,220
| +2% | +$114K | 2.06% | 4 |
|
|
2017
Q1 | $5.37M | Buy |
60,368
+2,290
| +4% | +$204K | 2.95% | 3 |
|
|
2016
Q4 | $4.53M | Buy |
58,078
+130
| +0.2% | +$10.1K | 2.62% | 3 |
|
|
2016
Q3 | $4.79M | Sell |
57,948
-230
| -0.4% | -$19K | 2.84% | 3 |
|
|
2016
Q2 | $4.32M | Buy |
58,178
+3,171
| +6% | +$235K | 2.65% | 3 |
|
|
2016
Q1 | $4.21M | Buy |
55,007
+5,621
| +11% | +$430K | 2.52% | 4 |
|
|
2015
Q4 | $3.83M | Buy |
49,386
+2,345
| +5% | +$182K | 2.4% | 5 |
|
|
2015
Q3 | $3.28M | Buy |
47,041
+489
| +1% | +$34.1K | 2.31% | 4 |
|
|
2015
Q2 | $3.13M | Buy |
46,552
+3,717
| +9% | +$250K | 1.87% | 6 |
|
|
2015
Q1 | $2.8M | Buy |
42,835
+32,956
| +334% | +$2.16M | 1.67% | 8 |
|
|
2014
Q4 | $2.59M | Sell |
9,879
-77
| -0.8% | -$20.2K | 1.5% | 11 |
|
|
2014
Q3 | $2.12M | Buy |
9,956
+8
| +0.1% | +$1.71K | 1.06% | 15 |
|
|
2014
Q2 | $2.1M | Buy |
9,948
+152
| +2% | +$32K | 1% | 16 |
|
|
2014
Q1 | $2.12M | Buy |
9,796
+120
| +1% | +$25.9K | 0.68% | 35 |
|
|
2013
Q4 | $2.16M | Hold |
9,676
| – | – | 0.75% | 32 |
|
|
2013
Q3 | $1.85M | Buy |
9,676
+76
| +0.8% | +$14.5K | 0.7% | 39 |
|
|
2013
Q2 | $1.75M | Buy |
+9,600
| New | +$1.75M | 0.63% | 39 |
|