Sara-Bay Financial’s Scotiabank BNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Sell |
4,855
-166
| -3% | -$9.18K | 0.1% | 67 |
|
|
2025
Q1 | $240K | Buy |
5,021
+294
| +6% | +$14K | 0.11% | 72 |
|
|
2024
Q4 | $255K | Sell |
4,727
-108
| -2% | -$5.82K | 0.09% | 78 |
|
|
2024
Q3 | $263K | Sell |
4,835
-924
| -16% | -$50.3K | 0.1% | 77 |
|
|
2024
Q2 | $263K | Buy |
5,759
+809
| +16% | +$37K | 0.11% | 76 |
|
|
2024
Q1 | $249K | Hold |
4,950
| – | – | 0.11% | 75 |
|
|
2023
Q4 | $241K | Sell |
4,950
-32
| -0.6% | -$1.56K | 0.12% | 75 |
|
|
2023
Q3 | $227K | Hold |
4,982
| – | – | 0.12% | 71 |
|
|
2023
Q2 | $249K | Buy |
+4,982
| New | +$249K | 0.12% | 68 |
|
|
2023
Q1 | – | Sell |
-5,838
| Closed | -$286K | – | 78 |
|
|
2022
Q4 | $286K | Hold |
5,838
| – | – | 0.16% | 68 |
|
|
2022
Q3 | $278K | Hold |
5,838
| – | – | 0.15% | 66 |
|
|
2022
Q2 | $346K | Buy |
5,838
+517
| +10% | +$30.6K | 0.17% | 60 |
|
|
2022
Q1 | $382K | Buy |
5,321
+626
| +13% | +$44.9K | 0.15% | 59 |
|
|
2021
Q4 | $337K | Buy |
4,695
+464
| +11% | +$33.3K | 0.1% | 63 |
|
|
2021
Q3 | $260K | Hold |
4,231
| – | – | 0.1% | 64 |
|
|
2021
Q2 | $275K | Buy |
4,231
+111
| +3% | +$7.22K | 0.1% | 66 |
|
|
2021
Q1 | $258K | Buy |
4,120
+350
| +9% | +$21.9K | 0.11% | 67 |
|
|
2020
Q4 | $204K | Buy |
+3,770
| New | +$204K | 0.09% | 74 |
|