Spirit of America Management Corp’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.8M Hold
14,500
0.38% 74
2025
Q1
$1.43M Sell
14,500
-6,400
-31% -$632K 0.29% 84
2024
Q4
$2.33M Hold
20,900
0.47% 53
2024
Q3
$2.01M Buy
20,900
+300
+1% +$28.9K 0.4% 63
2024
Q2
$2.05M Hold
20,600
0.42% 63
2024
Q1
$2.52M Hold
20,600
0.51% 54
2023
Q4
$1.86M Buy
20,600
+200
+1% +$18.1K 0.41% 60
2023
Q3
$1.65M Buy
20,400
+1,450
+8% +$118K 0.37% 59
2023
Q2
$1.69M Hold
18,950
0.38% 64
2023
Q1
$1.9M Sell
18,950
-1,000
-5% -$100K 0.42% 60
2022
Q4
$1.73M Hold
19,950
0.39% 70
2022
Q3
$1.88M Hold
19,950
0.45% 63
2022
Q2
$1.88M Buy
19,950
+1,000
+5% +$94.4K 0.43% 66
2022
Q1
$2.6M Hold
18,950
0.51% 60
2021
Q4
$2.94M Hold
18,950
0.59% 51
2021
Q3
$3.21M Buy
18,950
+1,150
+6% +$195K 0.69% 40
2021
Q2
$3.13M Buy
17,800
+300
+2% +$52.7K 0.67% 40
2021
Q1
$3.23M Buy
17,500
+900
+5% +$166K 0.76% 38
2020
Q4
$3.01M Sell
16,600
-1,100
-6% -$199K 0.75% 40
2020
Q3
$2.2M Sell
17,700
-750
-4% -$93.1K 0.6% 50
2020
Q2
$2.06M Hold
18,450
0.53% 45
2020
Q1
$1.78M Buy
18,450
+700
+4% +$67.6K 0.57% 43
2019
Q4
$2.57M Buy
17,750
+1,600
+10% +$231K 0.45% 53
2019
Q3
$2.11M Buy
16,150
+1,500
+10% +$196K 0.34% 67
2019
Q2
$2.05M Buy
14,650
+450
+3% +$62.8K 0.31% 73
2019
Q1
$1.58M Buy
14,200
+1,200
+9% +$133K 0.23% 89
2018
Q4
$1.43M Hold
13,000
0.22% 93
2018
Q3
$1.52M Sell
13,000
-1,000
-7% -$117K 0.19% 100
2018
Q2
$1.47M Sell
14,000
-1,000
-7% -$105K 0.18% 105
2018
Q1
$1.51M Hold
15,000
0.2% 98
2017
Q4
$1.61M Sell
15,000
-2,000
-12% -$215K 0.18% 104
2017
Q3
$1.68M Hold
17,000
0.18% 100
2017
Q2
$1.81M Hold
17,000
0.19% 96
2017
Q1
$1.93M Hold
17,000
0.2% 92
2016
Q4
$1.77M Sell
17,000
-3,000
-15% -$313K 0.21% 95
2016
Q3
$1.86M Sell
20,000
-2,000
-9% -$186K 0.24% 89
2016
Q2
$2.15M Hold
22,000
0.32% 76
2016
Q1
$2.19M Hold
22,000
0.39% 72
2015
Q4
$2.31M Hold
22,000
0.44% 61
2015
Q3
$2.25M Hold
22,000
0.47% 58
2015
Q2
$2.51M Hold
22,000
0.48% 53
2015
Q1
$2.31M Hold
22,000
0.49% 59
2014
Q4
$2.07M Hold
22,000
0.53% 51
2014
Q3
$1.96M Hold
22,000
0.6% 43
2014
Q2
$1.89M Hold
22,000
0.75% 31
2014
Q1
$1.76M Buy
+22,000
New +$1.76M 0.72% 35
2013
Q4
Sell
-22,000
Closed -$1.42M 109
2013
Q3
$1.42M Sell
22,000
-2,100
-9% -$135K 0.52% 51
2013
Q2
$1.52M Buy
+24,100
New +$1.52M 0.55% 55