Sowa Financial Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5M | Sell |
14,078
-104
| -0.7% | -$36.9K | 3.12% | 8 |
|
|
2025
Q1 | $4.97M | Sell |
14,182
-537
| -4% | -$188K | 3.26% | 7 |
|
|
2024
Q4 | $4.65M | Sell |
14,719
-749
| -5% | -$237K | 2.91% | 8 |
|
|
2024
Q3 | $4.25M | Sell |
15,468
-286
| -2% | -$78.6K | 2.69% | 12 |
|
|
2024
Q2 | $4.14M | Sell |
15,754
-564
| -3% | -$148K | 3.13% | 10 |
|
|
2024
Q1 | $4.25M | Hold |
16,318
| – | – | 3.47% | 8 |
|
|
2023
Q4 | $4.25M | Sell |
16,318
-156
| -0.9% | -$40.6K | 3.47% | 8 |
|
|
2023
Q3 | $3.79M | Sell |
16,474
-294
| -2% | -$67.6K | 2.85% | 10 |
|
|
2023
Q2 | $3.98M | Sell |
16,768
-193
| -1% | -$45.8K | 2.73% | 12 |
|
|
2023
Q1 | $3.82M | Sell |
16,961
-2,461
| -13% | -$555K | 2.74% | 12 |
|
|
2022
Q4 | $4.04M | Buy |
19,422
+35
| +0.2% | +$7.27K | 3.01% | 11 |
|
|
2022
Q3 | $3.44M | Sell |
19,387
-331
| -2% | -$58.8K | 2.72% | 12 |
|
|
2022
Q2 | $3.88M | Sell |
19,718
-294
| -1% | -$57.9K | 2.96% | 10 |
|
|
2022
Q1 | $4.44M | Sell |
20,012
-103
| -0.5% | -$22.8K | 2.66% | 10 |
|
|
2021
Q4 | $4.36M | Sell |
20,115
-4,944
| -20% | -$1.07M | 2.55% | 11 |
|
|
2021
Q3 | $5.58M | Buy |
25,059
+515
| +2% | +$115K | 3.62% | 7 |
|
|
2021
Q2 | $5.74M | Sell |
24,544
-81
| -0.3% | -$18.9K | 4.25% | 6 |
|
|
2021
Q1 | $5.21M | Sell |
24,625
-140
| -0.6% | -$29.6K | 3.67% | 7 |
|
|
2020
Q4 | $5.42M | Buy |
24,765
+100
| +0.4% | +$21.9K | 3.65% | 7 |
|
|
2020
Q3 | $4.93M | Buy |
24,665
+550
| +2% | +$110K | 3.53% | 7 |
|
|
2020
Q2 | $4.66M | Buy |
24,115
+850
| +4% | +$164K | 3.52% | 8 |
|
|
2020
Q1 | $3.75M | Buy |
23,265
+300
| +1% | +$48.3K | 3.3% | 9 |
|
|
2019
Q4 | $4.32M | Buy |
+22,965
| New | +$4.32M | 3.51% | 11 |
|