SFI
SPC Financial Inc’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.4M | Sell |
18,335
-529
| -3% | -$156K | 0.45% | 52 |
|
|
2025
Q1 | $4.69M | Buy |
18,864
+600
| +3% | +$149K | 0.41% | 51 |
|
|
2024
Q4 | $4.01M | Buy |
18,264
+1,148
| +7% | +$252K | 0.35% | 58 |
|
|
2024
Q3 | $3.78M | Buy |
17,116
+479
| +3% | +$106K | 0.33% | 63 |
|
|
2024
Q2 | $2.88M | Buy |
16,637
+127
| +0.8% | +$22K | 0.27% | 66 |
|
|
2024
Q1 | $3.15M | Sell |
16,510
-36
| -0.2% | -$6.88K | 0.3% | 60 |
|
|
2023
Q4 | $2.71M | Buy |
16,546
+495
| +3% | +$81K | 0.28% | 57 |
|
|
2023
Q3 | $2.25M | Buy |
16,051
+81
| +0.5% | +$11.4K | 0.25% | 60 |
|
|
2023
Q2 | $2.14M | Sell |
15,970
-359
| -2% | -$48K | 0.23% | 61 |
|
|
2023
Q1 | $2.14M | Buy |
16,329
+553
| +4% | +$72.5K | 0.24% | 55 |
|
|
2022
Q4 | $2.22M | Buy |
15,776
+10,417
| +194% | +$1.47M | 0.26% | 58 |
|
|
2022
Q3 | $637K | Buy |
5,359
+425
| +9% | +$50.5K | 0.08% | 108 |
|
|
2022
Q2 | $697K | Buy |
4,934
+94
| +2% | +$13.3K | 0.09% | 107 |
|
|
2022
Q1 | $629K | Buy |
4,840
+220
| +5% | +$28.6K | 0.07% | 111 |
|
|
2021
Q4 | $618K | Sell |
4,620
-405
| -8% | -$54.2K | 0.07% | 107 |
|
|
2021
Q3 | $698K | Buy |
5,025
+116
| +2% | +$16.1K | 0.09% | 88 |
|
|
2021
Q2 | $720K | Buy |
4,909
+57
| +1% | +$8.36K | 0.09% | 88 |
|
|
2021
Q1 | $647K | Buy |
4,852
+350
| +8% | +$46.7K | 0.09% | 88 |
|
|
2020
Q4 | $567K | Sell |
4,502
-60
| -1% | -$7.56K | 0.08% | 99 |
|
|
2020
Q3 | $555K | Buy |
4,562
+250
| +6% | +$30.4K | 0.1% | 92 |
|
|
2020
Q2 | $521K | Buy |
4,312
+100
| +2% | +$12.1K | 0.11% | 86 |
|
|
2020
Q1 | $467K | Buy |
4,212
+197
| +5% | +$21.8K | 0.12% | 91 |
|
|
2019
Q4 | $538K | Sell |
4,015
-1,042
| -21% | -$140K | 0.1% | 86 |
|
|
2019
Q3 | $735K | Buy |
5,057
+160
| +3% | +$23.3K | 0.16% | 71 |
|
|
2019
Q2 | $675K | Buy |
4,897
+450
| +10% | +$62K | 0.14% | 79 |
|
|
2019
Q1 | $627K | Buy |
4,447
+200
| +5% | +$28.2K | 0.13% | 85 |
|
|
2018
Q4 | $483K | Sell |
4,247
-274
| -6% | -$31.2K | 0.13% | 81 |
|
|
2018
Q3 | $684K | Hold |
4,521
| – | – | 0.14% | 77 |
|
|
2018
Q2 | $632K | Hold |
4,521
| – | – | 0.14% | 79 |
|
|
2018
Q1 | $694K | Sell |
4,521
-275
| -6% | -$42.2K | 0.16% | 69 |
|
|
2017
Q4 | $736K | Buy |
4,796
+1,450
| +43% | +$223K | 0.17% | 70 |
|
|
2017
Q3 | $485K | Buy |
3,346
+1,300
| +64% | +$188K | 0.12% | 80 |
|
|
2017
Q2 | $315K | Sell |
2,046
-54
| -3% | -$8.31K | 0.08% | 88 |
|
|
2017
Q1 | $366K | Sell |
2,100
-759
| -27% | -$132K | 0.1% | 87 |
|
|
2016
Q4 | $475K | Hold |
2,859
| – | – | 0.14% | 76 |
|
|
2016
Q3 | $454K | Sell |
2,859
-20
| -0.7% | -$3.18K | 0.15% | 86 |
|
|
2016
Q2 | $437K | Hold |
2,879
| – | – | 0.16% | 85 |
|
|
2016
Q1 | $436K | Hold |
2,879
| – | – | 0.17% | 78 |
|
|
2015
Q4 | $396K | Sell |
2,879
-237
| -8% | -$32.6K | 0.16% | 81 |
|
|
2015
Q3 | $452K | Sell |
3,116
-240
| -7% | -$34.8K | 0.19% | 76 |
|
|
2015
Q2 | $546K | Hold |
3,356
| – | – | 0.15% | 77 |
|
|
2015
Q1 | $539K | Sell |
3,356
-10
| -0.3% | -$1.61K | 0.15% | 78 |
|
|
2014
Q4 | $540K | Buy |
3,366
+92
| +3% | +$14.8K | 0.16% | 72 |
|
|
2014
Q3 | $622K | Sell |
3,274
-41
| -1% | -$7.79K | 0.18% | 73 |
|
|
2014
Q2 | $601K | Sell |
3,315
-70
| -2% | -$12.7K | 0.17% | 75 |
|
|
2014
Q1 | $652K | Buy |
3,385
+401
| +13% | +$77.2K | 0.2% | 69 |
|
|
2013
Q4 | $560K | Sell |
2,984
-113
| -4% | -$21.2K | 0.18% | 75 |
|
|
2013
Q3 | $574K | Sell |
3,097
-187
| -6% | -$34.7K | 0.2% | 67 |
|
|
2013
Q2 | $628K | Buy |
+3,284
| New | +$628K | 0.24% | 64 |
|