SFSG
Sound Financial Strategies Group’s Archer Daniels Midland ADM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,972
| Closed | -$249K | – | 91 |
|
|
2024
Q1 | $249K | Sell |
3,972
-165
| -4% | -$10.4K | 0.21% | 59 |
|
|
2023
Q4 | $299K | Sell |
4,137
-36
| -0.9% | -$2.6K | 0.25% | 56 |
|
|
2023
Q3 | $315K | Buy |
+4,173
| New | +$315K | 0.26% | 61 |
|
|
2023
Q1 | – | Sell |
-4,112
| Closed | -$382K | – | 57 |
|
|
2022
Q4 | $382K | Buy |
+4,112
| New | +$382K | 0.28% | 51 |
|
|
2022
Q3 | – | Sell |
-5,797
| Closed | -$450K | – | 30 |
|
|
2022
Q2 | $450K | Sell |
5,797
-3,795
| -40% | -$295K | 0.35% | 28 |
|
|
2022
Q1 | $866K | Sell |
9,592
-251
| -3% | -$22.7K | 0.48% | 42 |
|
|
2021
Q4 | $665K | Sell |
9,843
-243
| -2% | -$16.4K | 0.33% | 51 |
|
|
2021
Q3 | $605K | Sell |
10,086
-14
| -0.1% | -$840 | 0.3% | 55 |
|
|
2021
Q2 | $612K | Sell |
10,100
-1,941
| -16% | -$118K | 0.3% | 58 |
|
|
2021
Q1 | $686K | Sell |
12,041
-916
| -7% | -$52.2K | 0.35% | 15 |
|
|
2020
Q4 | $653K | Buy |
+12,957
| New | +$653K | 0.36% | 29 |
|