SFSG
Sound Financial Strategies Group’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,209
| Closed | -$477K | – | 100 |
|
|
2025
Q1 | $477K | Sell |
6,209
-3,028
| -33% | -$233K | 0.43% | 84 |
|
|
2024
Q4 | $742K | Buy |
9,237
+1,139
| +14% | +$91.5K | 0.62% | 57 |
|
|
2024
Q3 | $892K | Buy |
8,098
+138
| +2% | +$15.2K | 0.72% | 16 |
|
|
2024
Q2 | $636K | Buy |
+7,960
| New | +$636K | 0.55% | 56 |
|
|
2022
Q1 | – | Sell |
-2,961
| Closed | -$559K | – | 103 |
|
|
2021
Q4 | $559K | Sell |
2,961
-48
| -2% | -$9.06K | 0.28% | 71 |
|
|
2021
Q3 | $528K | Buy |
3,009
+31
| +1% | +$5.44K | 0.27% | 70 |
|
|
2021
Q2 | $610K | Sell |
2,978
-331
| -10% | -$67.8K | 0.3% | 67 |
|
|
2021
Q1 | $661K | Sell |
3,309
-215
| -6% | -$42.9K | 0.34% | 23 |
|
|
2020
Q4 | $629K | Buy |
+3,524
| New | +$629K | 0.34% | 40 |
|