SFG
Socha Financial Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.04M | Buy |
20,488
+20
| +0.1% | +$5.9K | 2.69% | 6 |
|
|
2025
Q1 | $5.09M | Hold |
20,468
| – | – | 2.49% | 5 |
|
|
2024
Q4 | $4.5M | Buy |
20,468
+50
| +0.2% | +$11K | 2.11% | 7 |
|
|
2024
Q3 | $4.51M | Hold |
20,418
| – | – | 1.96% | 7 |
|
|
2024
Q2 | $3.53M | Sell |
20,418
-1,151
| -5% | -$199K | 1.65% | 7 |
|
|
2024
Q1 | $4.12M | Buy |
21,569
+26
| +0.1% | +$4.97K | 1.81% | 8 |
|
|
2023
Q4 | $3.52M | Buy |
21,543
+6
| +0% | +$981 | 1.69% | 8 |
|
|
2023
Q3 | $3.02M | Buy |
21,537
+7
| +0% | +$982 | 1.61% | 8 |
|
|
2023
Q2 | $2.88M | Buy |
21,530
+1,112
| +5% | +$149K | 1.52% | 8 |
|
|
2023
Q1 | $2.68M | Hold |
20,418
| – | – | 1.73% | 8 |
|
|
2022
Q4 | $2.88M | Hold |
20,418
| – | – | 2.04% | 7 |
|
|
2022
Q3 | $2.43M | Buy |
+20,418
| New | +$2.43M | 2.08% | 8 |
|