SFS
Security Financial Services’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $640K | Buy |
2,170
+212
| +11% | +$62.5K | 0.11% | 98 |
|
|
2025
Q1 | $487K | Buy |
1,958
+54
| +3% | +$13.4K | 0.1% | 107 |
|
|
2024
Q4 | $419K | Buy |
1,904
+92
| +5% | +$20.2K | 0.09% | 111 |
|
|
2024
Q3 | $401K | Buy |
1,812
+12
| +0.7% | +$2.65K | 0.08% | 107 |
|
|
2024
Q2 | $311K | Buy |
1,800
+16
| +0.9% | +$2.77K | 0.07% | 125 |
|
|
2024
Q1 | $341K | Buy |
1,784
+10
| +0.6% | +$1.91K | 0.08% | 131 |
|
|
2023
Q4 | $290K | Sell |
1,774
-125
| -7% | -$20.4K | 0.07% | 130 |
|
|
2023
Q3 | $266K | Hold |
1,899
| – | – | 0.08% | 136 |
|
|
2023
Q2 | $254K | Buy |
1,899
+129
| +7% | +$17.3K | 0.07% | 128 |
|
|
2023
Q1 | $232K | Hold |
1,770
| – | – | 0.07% | 128 |
|
|
2022
Q4 | $249K | Hold |
1,770
| – | – | 0.08% | 126 |
|
|
2022
Q3 | $210K | Hold |
1,770
| – | – | 0.07% | 128 |
|
|
2022
Q2 | $250K | Hold |
1,770
| – | – | 0.08% | 121 |
|
|
2022
Q1 | $230K | Hold |
1,770
| – | – | 0.07% | 124 |
|
|
2021
Q4 | $237K | Buy |
+1,770
| New | +$237K | 0.08% | 124 |
|