SFSG
Sound Financial Strategies Group’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $759K | Buy |
2,460
+71
| +3% | +$21.9K | 0.64% | 50 |
|
|
2025
Q1 | $730K | Sell |
2,389
-862
| -27% | -$263K | 0.65% | 61 |
|
|
2024
Q4 | $952K | Buy |
3,251
+310
| +11% | +$90.7K | 0.79% | 12 |
|
|
2024
Q3 | $814K | Buy |
2,941
+51
| +2% | +$14.1K | 0.65% | 35 |
|
|
2024
Q2 | $690K | Buy |
2,890
+491
| +20% | +$117K | 0.6% | 41 |
|
|
2024
Q1 | $599K | Sell |
2,399
-20
| -0.8% | -$5K | 0.5% | 41 |
|
|
2023
Q4 | $564K | Sell |
2,419
-956
| -28% | -$223K | 0.47% | 42 |
|
|
2023
Q3 | $812K | Buy |
+3,375
| New | +$812K | 0.67% | 39 |
|
|
2023
Q1 | – | Sell |
-4,706
| Closed | -$1.12M | – | 58 |
|
|
2022
Q4 | $1.12M | Buy |
4,706
+14
| +0.3% | +$3.34K | 0.82% | 15 |
|
|
2022
Q3 | $1.06M | Buy |
+4,692
| New | +$1.06M | 1.59% | 11 |
|
|
2022
Q2 | – | Sell |
-7,042
| Closed | -$1.6M | – | 45 |
|
|
2022
Q1 | $1.6M | Buy |
+7,042
| New | +$1.6M | 0.88% | 34 |
|
|
2020
Q4 | – | Sell |
-3,053
| Closed | -$426K | – | 81 |
|
|
2020
Q3 | $426K | Sell |
3,053
-47
| -2% | -$6.56K | 0.27% | 48 |
|
|
2020
Q2 | $462K | Hold |
3,100
| – | – | 0.3% | 38 |
|
|
2020
Q1 | $424K | Sell |
3,100
-5,512
| -64% | -$754K | 0.29% | 33 |
|
|
2019
Q4 | $1.47M | Buy |
+8,612
| New | +$1.47M | 0.93% | 33 |
|