SFI
SPC Financial Inc’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
4,148
-348
| -8% | -$102K | 0.1% | 100 |
|
|
2025
Q1 | $1.4M | Buy |
4,496
+52
| +1% | +$16.2K | 0.12% | 94 |
|
|
2024
Q4 | $1.29M | Sell |
4,444
-63
| -1% | -$18.3K | 0.11% | 98 |
|
|
2024
Q3 | $1.37M | Buy |
4,507
+774
| +21% | +$236K | 0.12% | 94 |
|
|
2024
Q2 | $951K | Sell |
3,733
-50
| -1% | -$12.7K | 0.09% | 104 |
|
|
2024
Q1 | $1.07M | Sell |
3,783
-113
| -3% | -$31.9K | 0.1% | 101 |
|
|
2023
Q4 | $1.16M | Buy |
3,896
+613
| +19% | +$182K | 0.12% | 91 |
|
|
2023
Q3 | $865K | Buy |
3,283
+1
| +0% | +$263 | 0.1% | 99 |
|
|
2023
Q2 | $979K | Sell |
3,282
-77
| -2% | -$23K | 0.11% | 94 |
|
|
2023
Q1 | $939K | Buy |
3,359
+74
| +2% | +$20.7K | 0.11% | 94 |
|
|
2022
Q4 | $866K | Buy |
3,285
+152
| +5% | +$40.1K | 0.1% | 98 |
|
|
2022
Q3 | $723K | Sell |
3,133
-2
| -0.1% | -$462 | 0.09% | 99 |
|
|
2022
Q2 | $774K | Buy |
3,135
+76
| +2% | +$18.8K | 0.1% | 94 |
|
|
2022
Q1 | $756K | Sell |
3,059
-120
| -4% | -$29.7K | 0.09% | 98 |
|
|
2021
Q4 | $852K | Sell |
3,179
-100
| -3% | -$26.8K | 0.1% | 90 |
|
|
2021
Q3 | $791K | Hold |
3,279
| – | – | 0.1% | 85 |
|
|
2021
Q2 | $757K | Sell |
3,279
-899
| -22% | -$208K | 0.09% | 84 |
|
|
2021
Q1 | $936K | Buy |
4,178
+218
| +6% | +$48.8K | 0.12% | 73 |
|
|
2020
Q4 | $850K | Sell |
3,960
-120
| -3% | -$25.8K | 0.12% | 80 |
|
|
2020
Q3 | $896K | Sell |
4,080
-30
| -0.7% | -$6.59K | 0.15% | 68 |
|
|
2020
Q2 | $758K | Hold |
4,110
| – | – | 0.16% | 74 |
|
|
2020
Q1 | $680K | Sell |
4,110
-325
| -7% | -$53.8K | 0.17% | 73 |
|
|
2019
Q4 | $876K | Sell |
4,435
-245
| -5% | -$48.4K | 0.16% | 73 |
|
|
2019
Q3 | $1.01M | Sell |
4,680
-100
| -2% | -$21.5K | 0.21% | 65 |
|
|
2019
Q2 | $993K | Buy |
4,780
+195
| +4% | +$40.5K | 0.2% | 63 |
|
|
2019
Q1 | $871K | Sell |
4,585
-183
| -4% | -$34.8K | 0.19% | 66 |
|
|
2018
Q4 | $847K | Buy |
4,768
+133
| +3% | +$23.6K | 0.23% | 61 |
|
|
2018
Q3 | $775K | Hold |
4,635
| – | – | 0.16% | 73 |
|
|
2018
Q2 | $726K | Buy |
4,635
+393
| +9% | +$61.6K | 0.16% | 72 |
|
|
2018
Q1 | $663K | Hold |
4,242
| – | – | 0.15% | 72 |
|
|
2017
Q4 | $730K | Buy |
4,242
+28
| +0.7% | +$4.82K | 0.17% | 71 |
|
|
2017
Q3 | $660K | Buy |
4,214
+181
| +4% | +$28.3K | 0.16% | 71 |
|
|
2017
Q2 | $618K | Hold |
4,033
| – | – | 0.16% | 63 |
|
|
2017
Q1 | $523K | Buy |
4,033
+200
| +5% | +$25.9K | 0.15% | 72 |
|
|
2016
Q4 | $467K | Sell |
3,833
-1,000
| -21% | -$122K | 0.14% | 77 |
|
|
2016
Q3 | $558K | Buy |
4,833
+357
| +8% | +$41.2K | 0.18% | 72 |
|
|
2016
Q2 | $539K | Buy |
4,476
+100
| +2% | +$12K | 0.19% | 74 |
|
|
2016
Q1 | $550K | Sell |
4,376
-519
| -11% | -$65.2K | 0.21% | 72 |
|
|
2015
Q4 | $578K | Hold |
4,895
| – | – | 0.23% | 69 |
|
|
2015
Q3 | $482K | Buy |
4,895
+211
| +5% | +$20.8K | 0.21% | 73 |
|
|
2015
Q2 | $445K | Buy |
4,684
+1,225
| +35% | +$116K | 0.12% | 85 |
|
|
2015
Q1 | $337K | Hold |
3,459
| – | – | 0.09% | 92 |
|
|
2014
Q4 | $324K | Sell |
3,459
-229
| -6% | -$21.5K | 0.09% | 92 |
|
|
2014
Q3 | $350K | Sell |
3,688
-65
| -2% | -$6.17K | 0.1% | 91 |
|
|
2014
Q2 | $378K | Hold |
3,753
| – | – | 0.11% | 87 |
|
|
2014
Q1 | $368K | Sell |
3,753
-8,293
| -69% | -$813K | 0.11% | 82 |
|
|
2013
Q4 | $1.17M | Buy |
12,046
+280
| +2% | +$27.2K | 0.37% | 55 |
|
|
2013
Q3 | $1.13M | Sell |
11,766
-699
| -6% | -$67.3K | 0.4% | 53 |
|
|
2013
Q2 | $1.23M | Buy |
+12,465
| New | +$1.23M | 0.48% | 53 |
|