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