SFA
Source Financial Advisors’s Snap SNAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.06M | Hold |
285,968
| – | – | 0.9% | 22 |
|
|
2024
Q2 | $4.75M | Hold |
285,968
| – | – | 1.46% | 16 |
|
|
2024
Q1 | $3.28M | Hold |
285,968
| – | – | 1% | 22 |
|
|
2023
Q4 | $4.84M | Hold |
285,968
| – | – | 1.5% | 14 |
|
|
2023
Q3 | $2.55M | Hold |
285,968
| – | – | 0.86% | 30 |
|
|
2023
Q2 | $3.39M | Hold |
285,968
| – | – | 1.11% | 20 |
|
|
2023
Q1 | $3.21M | Hold |
285,968
| – | – | 1.07% | 19 |
|
|
2022
Q4 | $2.56M | Sell |
285,968
-23,350
| -8% | -$209K | 0.96% | 25 |
|
|
2022
Q3 | $3.04M | Hold |
309,318
| – | – | 1.2% | 20 |
|
|
2022
Q2 | $4.06M | Hold |
309,318
| – | – | 1.59% | 17 |
|
|
2022
Q1 | $11.1M | Buy |
309,318
+23,111
| +8% | +$832K | 3.28% | 8 |
|
|
2021
Q4 | $13.5M | Sell |
286,207
-130,480
| -31% | -$6.14M | 3.63% | 7 |
|
|
2021
Q3 | $30.8M | Hold |
416,687
| – | – | 7.99% | 3 |
|
|
2021
Q2 | $28.4M | Hold |
416,687
| – | – | 7.31% | 3 |
|
|
2021
Q1 | $21.8M | Hold |
416,687
| – | – | 5.81% | 3 |
|
|
2020
Q4 | $20.9M | Buy |
+416,687
| New | +$20.9M | 5.64% | 3 |
|