SFI
SPC Financial Inc’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $904K | Buy |
2,834
+5
| +0.2% | +$1.6K | 0.08% | 124 |
|
|
2025
Q1 | $761K | Sell |
2,829
-100
| -3% | -$26.9K | 0.07% | 136 |
|
|
2024
Q4 | $869K | Buy |
2,929
+30
| +1% | +$8.9K | 0.08% | 121 |
|
|
2024
Q3 | $786K | Sell |
2,899
-172
| -6% | -$46.6K | 0.07% | 127 |
|
|
2024
Q2 | $711K | Sell |
3,071
-200
| -6% | -$46.3K | 0.07% | 123 |
|
|
2024
Q1 | $745K | Hold |
3,271
| – | – | 0.07% | 120 |
|
|
2023
Q4 | $613K | Buy |
3,271
+609
| +23% | +$114K | 0.06% | 129 |
|
|
2023
Q3 | $397K | Hold |
2,662
| – | – | 0.04% | 155 |
|
|
2023
Q2 | $464K | Hold |
2,662
| – | – | 0.05% | 146 |
|
|
2023
Q1 | $439K | Hold |
2,662
| – | – | 0.05% | 137 |
|
|
2022
Q4 | $393K | Hold |
2,662
| – | – | 0.05% | 143 |
|
|
2022
Q3 | $359K | Hold |
2,662
| – | – | 0.04% | 142 |
|
|
2022
Q2 | $369K | Buy |
2,662
+80
| +3% | +$11.1K | 0.05% | 146 |
|
|
2022
Q1 | $483K | Hold |
2,582
| – | – | 0.06% | 128 |
|
|
2021
Q4 | $422K | Hold |
2,582
| – | – | 0.05% | 133 |
|
|
2021
Q3 | $433K | Hold |
2,582
| – | – | 0.05% | 120 |
|
|
2021
Q2 | $427K | Sell |
2,582
-18
| -0.7% | -$2.98K | 0.05% | 118 |
|
|
2021
Q1 | $368K | Buy |
2,600
+18
| +0.7% | +$2.55K | 0.05% | 123 |
|
|
2020
Q4 | $312K | Hold |
2,582
| – | – | 0.04% | 132 |
|
|
2020
Q3 | $259K | Hold |
2,582
| – | – | 0.04% | 125 |
|
|
2020
Q2 | $246K | Hold |
2,582
| – | – | 0.05% | 124 |
|
|
2020
Q1 | $221K | Hold |
2,582
| – | – | 0.06% | 127 |
|
|
2019
Q4 | $321K | Buy |
2,582
+282
| +12% | +$35.1K | 0.06% | 109 |
|
|
2019
Q3 | $272K | Sell |
2,300
-94
| -4% | -$11.1K | 0.06% | 106 |
|
|
2019
Q2 | $296K | Hold |
2,394
| – | – | 0.06% | 113 |
|
|
2019
Q1 | $262K | Hold |
2,394
| – | – | 0.06% | 115 |
|
|
2018
Q4 | $228K | Hold |
2,394
| – | – | 0.06% | 114 |
|
|
2018
Q3 | $255K | Hold |
2,394
| – | – | 0.05% | 120 |
|
|
2018
Q2 | $235K | Hold |
2,394
| – | – | 0.05% | 120 |
|
|
2018
Q1 | $223K | Hold |
2,394
| – | – | 0.05% | 114 |
|
|
2017
Q4 | $238K | Hold |
2,394
| – | – | 0.06% | 117 |
|
|
2017
Q3 | $217K | Hold |
2,394
| – | – | 0.05% | 116 |
|
|
2017
Q2 | $202K | Buy |
+2,394
| New | +$202K | 0.05% | 107 |
|
|
2015
Q3 | – | Sell |
-2,660
| Closed | -$207K | – | 105 |
|
|
2015
Q2 | $207K | Hold |
2,660
| – | – | 0.06% | 109 |
|
|
2015
Q1 | $208K | Hold |
2,660
| – | – | 0.06% | 109 |
|
|
2014
Q4 | $247K | Hold |
2,660
| – | – | 0.07% | 101 |
|
|
2014
Q3 | $233K | Hold |
2,660
| – | – | 0.07% | 99 |
|
|
2014
Q2 | $252K | Hold |
2,660
| – | – | 0.07% | 98 |
|
|
2014
Q1 | $239K | Hold |
2,660
| – | – | 0.07% | 95 |
|
|
2013
Q4 | $241K | Hold |
2,660
| – | – | 0.08% | 97 |
|
|
2013
Q3 | $201K | Buy |
+2,660
| New | +$201K | 0.07% | 97 |
|