SFP
Shepherd Financial Partners’s BILL Holdings BILL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $778K | Sell |
16,811
-556
| -3% | -$25.7K | 0.08% | 124 |
|
|
2025
Q1 | $797K | Buy |
17,367
+450
| +3% | +$20.7K | 0.09% | 123 |
|
|
2024
Q4 | $1.43M | Hold |
16,917
| – | – | 0.17% | 78 |
|
|
2024
Q3 | $893K | Sell |
16,917
-5,375
| -24% | -$284K | 0.11% | 105 |
|
|
2024
Q2 | $1.17M | Buy |
22,292
+792
| +4% | +$41.7K | 0.15% | 88 |
|
|
2024
Q1 | $1.48M | Sell |
21,500
-792
| -4% | -$54.4K | 0.19% | 77 |
|
|
2023
Q4 | $1.82M | Buy |
22,292
+396
| +2% | +$32.3K | 0.26% | 63 |
|
|
2023
Q3 | $2.38M | Hold |
21,896
| – | – | 0.37% | 52 |
|
|
2023
Q2 | $2.56M | Hold |
21,896
| – | – | 0.4% | 47 |
|
|
2023
Q1 | $1.78M | Buy |
21,896
+111
| +0.5% | +$9.01K | 0.3% | 59 |
|
|
2022
Q4 | $2.37M | Buy |
21,785
+285
| +1% | +$31.1K | 0.43% | 45 |
|
|
2022
Q3 | $2.85M | Hold |
21,500
| – | – | 0.56% | 33 |
|
|
2022
Q2 | $2.36M | Hold |
21,500
| – | – | 0.46% | 40 |
|
|
2022
Q1 | $4.88M | Hold |
21,500
| – | – | 0.87% | 17 |
|
|
2021
Q4 | $5.36M | Hold |
21,500
| – | – | 0.93% | 18 |
|
|
2021
Q3 | $5.74M | Hold |
21,500
| – | – | 1.11% | 17 |
|
|
2021
Q2 | $3.94M | Hold |
21,500
| – | – | 0.75% | 22 |
|
|
2021
Q1 | $3.13M | Hold |
21,500
| – | – | 0.69% | 24 |
|
|
2020
Q4 | $2.94M | Sell |
21,500
-8,500
| -28% | -$1.16M | 0.67% | 27 |
|
|
2020
Q3 | $3.01M | Sell |
30,000
-10,000
| -25% | -$1M | 0.71% | 22 |
|
|
2020
Q2 | $3.61M | Buy |
+40,000
| New | +$3.61M | 0.98% | 14 |
|