Spirit of America Management Corp’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.59M | Hold |
5,000
| – | – | 0.33% | 79 |
|
2025
Q1 | $1.35M | Hold |
5,000
| – | – | 0.27% | 90 |
|
2024
Q4 | $1.48M | Hold |
5,000
| – | – | 0.3% | 80 |
|
2024
Q3 | $1.36M | Hold |
5,000
| – | – | 0.27% | 89 |
|
2024
Q2 | $1.16M | Hold |
5,000
| – | – | 0.23% | 94 |
|
2024
Q1 | $1.14M | Hold |
5,000
| – | – | 0.23% | 100 |
|
2023
Q4 | $937K | Hold |
5,000
| – | – | 0.21% | 106 |
|
2023
Q3 | $746K | Hold |
5,000
| – | – | 0.17% | 107 |
|
2023
Q2 | $871K | Hold |
5,000
| – | – | 0.2% | 104 |
|
2023
Q1 | $825K | Hold |
5,000
| – | – | 0.18% | 110 |
|
2022
Q4 | $739K | Hold |
5,000
| – | – | 0.17% | 118 |
|
2022
Q3 | $675K | Hold |
5,000
| – | – | 0.16% | 126 |
|
2022
Q2 | $693K | Hold |
5,000
| – | – | 0.16% | 123 |
|
2022
Q1 | $935K | Sell |
5,000
-1,800
| -26% | -$337K | 0.18% | 107 |
|
2021
Q4 | $1.11M | Sell |
6,800
-2,450
| -26% | -$401K | 0.22% | 109 |
|
2021
Q3 | $1.55M | Sell |
9,250
-1,000
| -10% | -$168K | 0.33% | 89 |
|
2021
Q2 | $1.69M | Hold |
10,250
| – | – | 0.36% | 79 |
|
2021
Q1 | $1.45M | Sell |
10,250
-950
| -8% | -$134K | 0.34% | 78 |
|
2020
Q4 | $1.35M | Hold |
11,200
| – | – | 0.34% | 85 |
|
2020
Q3 | $1.12M | Buy |
11,200
+250
| +2% | +$25.1K | 0.31% | 94 |
|
2020
Q2 | $1.04M | Buy |
10,950
+350
| +3% | +$33.3K | 0.27% | 98 |
|
2020
Q1 | $907K | Hold |
10,600
| – | – | 0.29% | 91 |
|
2019
Q4 | $1.32M | Buy |
10,600
+950
| +10% | +$118K | 0.23% | 100 |
|
2019
Q3 | $1.14M | Sell |
9,650
-100
| -1% | -$11.8K | 0.18% | 114 |
|
2019
Q2 | $1.2M | Sell |
9,750
-250
| -3% | -$30.9K | 0.18% | 111 |
|
2019
Q1 | $1.09M | Hold |
10,000
| – | – | 0.16% | 119 |
|
2018
Q4 | $953K | Hold |
10,000
| – | – | 0.15% | 123 |
|
2018
Q3 | $1.07M | Hold |
10,000
| – | – | 0.13% | 126 |
|
2018
Q2 | $980K | Hold |
10,000
| – | – | 0.12% | 129 |
|
2018
Q1 | $933K | Hold |
10,000
| – | – | 0.12% | 133 |
|
2017
Q4 | $993K | Hold |
10,000
| – | – | 0.11% | 137 |
|
2017
Q3 | $905K | Hold |
10,000
| – | – | 0.1% | 144 |
|
2017
Q2 | $842K | Hold |
10,000
| – | – | 0.09% | 142 |
|
2017
Q1 | $791K | Hold |
10,000
| – | – | 0.08% | 146 |
|
2016
Q4 | $741K | Hold |
10,000
| – | – | 0.09% | 153 |
|
2016
Q3 | $640K | Hold |
10,000
| – | – | 0.08% | 175 |
|
2016
Q2 | $608K | Hold |
10,000
| – | – | 0.09% | 167 |
|
2016
Q1 | $614K | Hold |
10,000
| – | – | 0.11% | 162 |
|
2015
Q4 | $696K | Hold |
10,000
| – | – | 0.13% | 145 |
|
2015
Q3 | $741K | Hold |
10,000
| – | – | 0.15% | 133 |
|
2015
Q2 | $777K | Hold |
10,000
| – | – | 0.15% | 137 |
|
2015
Q1 | $781K | Hold |
10,000
| – | – | 0.17% | 140 |
|
2014
Q4 | $930K | Hold |
10,000
| – | – | 0.24% | 116 |
|
2014
Q3 | $875K | Hold |
10,000
| – | – | 0.27% | 117 |
|
2014
Q2 | $949K | Hold |
10,000
| – | – | 0.38% | 86 |
|
2014
Q1 | $900K | Buy |
+10,000
| New | +$900K | 0.37% | 91 |
|
2013
Q4 | – | Sell |
-10,000
| Closed | -$755K | – | 91 |
|
2013
Q3 | $755K | Hold |
10,000
| – | – | 0.28% | 116 |
|
2013
Q2 | $748K | Buy |
+10,000
| New | +$748K | 0.27% | 116 |
|