Southern Capital Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Buy |
1,675
+5
| +0.3% | +$1.47K | 0.25% | 46 |
|
|
2025
Q1 | $415K | Buy |
1,670
+6
| +0.4% | +$1.49K | 0.23% | 47 |
|
|
2024
Q4 | $366K | Buy |
1,664
+6
| +0.4% | +$1.32K | 0.2% | 47 |
|
|
2024
Q3 | $367K | Sell |
1,658
-527
| -24% | -$117K | 0.21% | 48 |
|
|
2024
Q2 | $378K | Buy |
2,185
+30
| +1% | +$5.19K | 0.23% | 45 |
|
|
2024
Q1 | $411K | Sell |
2,155
-295
| -12% | -$56.3K | 0.25% | 44 |
|
|
2023
Q4 | $401K | Buy |
2,450
+2
| +0.1% | +$327 | 0.28% | 41 |
|
|
2023
Q3 | $343K | Sell |
2,448
-757
| -24% | -$106K | 0.29% | 49 |
|
|
2023
Q2 | $429K | Buy |
3,205
+10
| +0.3% | +$1.34K | 0.33% | 40 |
|
|
2023
Q1 | $419K | Buy |
3,195
+699
| +28% | +$91.6K | 0.31% | 44 |
|
|
2022
Q4 | $352K | Buy |
2,496
+176
| +8% | +$24.8K | 0.27% | 49 |
|
|
2022
Q3 | $276K | Buy |
2,320
+796
| +52% | +$94.7K | 0.23% | 51 |
|
|
2022
Q2 | $215K | Sell |
1,524
-35
| -2% | -$4.94K | 0.17% | 62 |
|
|
2022
Q1 | $203K | Sell |
1,559
-39
| -2% | -$5.08K | 0.14% | 79 |
|
|
2021
Q4 | $214K | Buy |
+1,598
| New | +$214K | 0.13% | 70 |
|