Southern Capital Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Buy |
629
+1
| +0.2% | +$788 | 0.25% | 45 |
|
|
2025
Q1 | $386K | Sell |
628
-2,831
| -82% | -$1.74M | 0.21% | 51 |
|
|
2024
Q4 | $2.17M | Sell |
3,459
-165
| -5% | -$104K | 1.2% | 21 |
|
|
2024
Q3 | $2.25M | Sell |
3,624
-17
| -0.5% | -$10.6K | 1.27% | 20 |
|
|
2024
Q2 | $2.39M | Buy |
3,641
+11
| +0.3% | +$7.23K | 1.47% | 19 |
|
|
2024
Q1 | $2.36M | Sell |
3,630
-59
| -2% | -$38.4K | 1.43% | 20 |
|
|
2023
Q4 | $2.31M | Sell |
3,689
-370
| -9% | -$231K | 1.64% | 18 |
|
|
2023
Q3 | $2.07M | Buy |
4,059
+143
| +4% | +$73.1K | 1.73% | 13 |
|
|
2023
Q2 | $1.79M | Buy |
3,916
+3,305
| +541% | +$1.51M | 1.37% | 17 |
|
|
2023
Q1 | $272K | Buy |
611
+1
| +0.2% | +$446 | 0.2% | 55 |
|
|
2022
Q4 | $237K | Buy |
610
+1
| +0.2% | +$389 | 0.18% | 62 |
|
|
2022
Q3 | $236K | Buy |
609
+1
| +0.2% | +$388 | 0.19% | 58 |
|
|
2022
Q2 | $234K | Buy |
608
+1
| +0.2% | +$385 | 0.19% | 58 |
|
|
2022
Q1 | $292K | Hold |
607
| – | – | 0.2% | 57 |
|
|
2021
Q4 | $390K | Buy |
+607
| New | +$390K | 0.24% | 48 |
|