SFA
Souders Financial Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $565K | Buy |
8,139
+582
| +8% | +$40.4K | 0.07% | 125 |
|
|
2025
Q1 | $466K | Buy |
7,557
+504
| +7% | +$31.1K | 0.07% | 135 |
|
|
2024
Q4 | $418K | Buy |
7,053
+455
| +7% | +$26.9K | 0.06% | 135 |
|
|
2024
Q3 | $351K | Sell |
6,598
-5,524
| -46% | -$294K | 0.05% | 137 |
|
|
2024
Q2 | $576K | Sell |
12,122
-4,654
| -28% | -$221K | 0.09% | 115 |
|
|
2024
Q1 | $837K | Sell |
16,776
-3,251
| -16% | -$162K | 0.13% | 101 |
|
|
2023
Q4 | $1.01M | Buy |
20,027
+4,307
| +27% | +$218K | 0.17% | 87 |
|
|
2023
Q3 | $845K | Buy |
15,720
+9,202
| +141% | +$495K | 0.16% | 91 |
|
|
2023
Q2 | $337K | Sell |
6,518
-54
| -0.8% | -$2.79K | 0.06% | 130 |
|
|
2023
Q1 | $344K | Buy |
6,572
+151
| +2% | +$7.89K | 0.07% | 129 |
|
|
2022
Q4 | $306K | Sell |
6,421
-16,377
| -72% | -$780K | 0.07% | 132 |
|
|
2022
Q3 | $912K | Buy |
22,798
+478
| +2% | +$19.1K | 0.25% | 79 |
|
|
2022
Q2 | $952K | Buy |
22,320
+4,891
| +28% | +$209K | 0.27% | 72 |
|
|
2022
Q1 | $972K | Buy |
17,429
+3,825
| +28% | +$213K | 0.28% | 79 |
|
|
2021
Q4 | $862K | Buy |
13,604
+8,436
| +163% | +$535K | 0.25% | 81 |
|
|
2021
Q3 | $281K | Buy |
5,168
+10
| +0.2% | +$544 | 0.09% | 118 |
|
|
2021
Q2 | $273K | Buy |
5,158
+269
| +6% | +$14.2K | 0.09% | 114 |
|
|
2021
Q1 | $253K | Buy |
+4,889
| New | +$253K | 0.1% | 111 |
|