SFG
SNS Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.12M | Buy |
8,248
+498
| +6% | +$309K | 0.49% | 28 |
|
|
2025
Q1 | $4.35M | Buy |
7,750
+4
| +0.1% | +$2.25K | 0.44% | 30 |
|
|
2024
Q4 | $4.56M | Sell |
7,746
-88
| -1% | -$51.8K | 0.47% | 28 |
|
|
2024
Q3 | $4.52M | Sell |
7,834
-400
| -5% | -$231K | 0.45% | 31 |
|
|
2024
Q2 | $4.51M | Buy |
8,234
+23
| +0.3% | +$12.6K | 0.48% | 29 |
|
|
2024
Q1 | $4.32M | Buy |
8,211
+191
| +2% | +$100K | 0.47% | 32 |
|
|
2023
Q4 | $3.83M | Sell |
8,020
-209
| -3% | -$99.8K | 0.45% | 35 |
|
|
2023
Q3 | $3.55M | Sell |
8,229
-83
| -1% | -$35.8K | 0.47% | 32 |
|
|
2023
Q2 | $3.7M | Buy |
8,312
+257
| +3% | +$115K | 0.48% | 34 |
|
|
2023
Q1 | $3.31M | Sell |
8,055
-138
| -2% | -$56.7K | 0.43% | 38 |
|
|
2022
Q4 | $3.15M | Sell |
8,193
-94
| -1% | -$36.1K | 0.43% | 40 |
|
|
2022
Q3 | $2.97M | Buy |
8,287
+66
| +0.8% | +$23.7K | 0.43% | 40 |
|
|
2022
Q2 | $3.12M | Buy |
8,221
+149
| +2% | +$56.5K | 0.41% | 41 |
|
|
2022
Q1 | $3.66M | Sell |
8,072
-181
| -2% | -$82.1K | 0.41% | 41 |
|
|
2021
Q4 | $3.94M | Sell |
8,253
-96
| -1% | -$45.8K | 0.42% | 38 |
|
|
2021
Q3 | $3.6M | Sell |
8,349
-405
| -5% | -$174K | 0.43% | 37 |
|
|
2021
Q2 | $3.76M | Sell |
8,754
-394
| -4% | -$169K | 0.48% | 37 |
|
|
2021
Q1 | $3.64M | Buy |
9,148
+39
| +0.4% | +$15.5K | 0.49% | 37 |
|
|
2020
Q4 | $3.42M | Sell |
9,109
-279
| -3% | -$105K | 0.49% | 36 |
|
|
2020
Q3 | $3.16M | Sell |
9,388
-382
| -4% | -$128K | 0.5% | 33 |
|
|
2020
Q2 | $3.03M | Sell |
9,770
-452
| -4% | -$140K | 0.55% | 33 |
|
|
2020
Q1 | $2.64M | Buy |
10,222
+2,171
| +27% | +$561K | 0.51% | 33 |
|
|
2019
Q4 | $2.6M | Sell |
8,051
-50
| -0.6% | -$16.2K | 0.46% | 38 |
|
|
2019
Q3 | $2.42M | Buy |
8,101
+159
| +2% | +$47.5K | 0.46% | 41 |
|
|
2019
Q2 | $2.34M | Sell |
7,942
-855
| -10% | -$252K | 0.44% | 41 |
|
|
2019
Q1 | $2.5M | Buy |
8,797
+692
| +9% | +$197K | 0.55% | 37 |
|
|
2018
Q4 | $2.04M | Buy |
8,105
+72
| +0.9% | +$18.1K | 0.5% | 40 |
|
|
2018
Q3 | $2.35M | Buy |
8,033
+588
| +8% | +$172K | 0.56% | 36 |
|
|
2018
Q2 | $2.03M | Sell |
7,445
-1,110
| -13% | -$303K | 0.53% | 38 |
|
|
2018
Q1 | $2.27M | Sell |
8,555
-739
| -8% | -$196K | 0.62% | 33 |
|
|
2017
Q4 | $2.5M | Sell |
9,294
-412
| -4% | -$111K | 0.6% | 38 |
|
|
2017
Q3 | $2.46M | Sell |
9,706
-117
| -1% | -$29.6K | 0.63% | 37 |
|
|
2017
Q2 | $2.39M | Buy |
9,823
+786
| +9% | +$191K | 0.63% | 35 |
|
|
2017
Q1 | $2.14M | Buy |
9,037
+4,068
| +82% | +$965K | 0.55% | 47 |
|
|
2016
Q4 | $1.12M | Sell |
4,969
-1,971
| -28% | -$443K | 0.33% | 65 |
|
|
2016
Q3 | $1.51M | Sell |
6,940
-5,216
| -43% | -$1.13M | 0.44% | 43 |
|
|
2016
Q2 | $2.56M | Buy |
12,156
+11,014
| +964% | +$2.32M | 0.64% | 23 |
|
|
2016
Q1 | $236K | Sell |
1,142
-15,265
| -93% | -$3.15M | 0.06% | 94 |
|
|
2015
Q4 | $3.36M | Buy |
16,407
+15,194
| +1,253% | +$3.11M | 0.83% | 17 |
|
|
2015
Q3 | $234K | Sell |
1,213
-21,299
| -95% | -$4.11M | 0.06% | 89 |
|
|
2015
Q2 | $4.67M | Sell |
22,512
-1,005
| -4% | -$208K | 1.41% | 11 |
|
|
2015
Q1 | $4.89M | Buy |
23,517
+2,168
| +10% | +$451K | 1.78% | 8 |
|
|
2014
Q4 | $4.42M | Buy |
21,349
+20,252
| +1,846% | +$4.19M | 1.75% | 8 |
|
|
2014
Q3 | $217K | Sell |
1,097
-20,392
| -95% | -$4.03M | 0.07% | 99 |
|
|
2014
Q2 | $4.23M | Buy |
21,489
+32
| +0.1% | +$6.3K | 1.7% | 8 |
|
|
2014
Q1 | $4.04M | Sell |
21,457
-4,702
| -18% | -$885K | 1.8% | 7 |
|
|
2013
Q4 | $4.86M | Sell |
26,159
-2,815
| -10% | -$523K | 2.24% | 7 |
|
|
2013
Q3 | $4.89M | Buy |
28,974
+12,608
| +77% | +$2.13M | 3.1% | 6 |
|
|
2013
Q2 | $2.63M | Buy |
+16,366
| New | +$2.63M | 0.99% | 7 |
|