Spirit of America Management Corp’s Philip Morris PM Stock Holding History

Spirit of America Management Corp’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$874K	Sell	4,800 -2,000	-29%	-$364K	0.18%	134
2025 Q1	$1.08M	Sell	6,800 -3,500	-34%	-$556K	0.22%	105
2024 Q4	$1.24M	Hold	10,300	–	–	0.25%	94
2024 Q3	$1.25M	Sell	10,300 -1,500	-13%	-$182K	0.25%	97
2024 Q2	$1.2M	Sell	11,800 -3,550	-23%	-$360K	0.24%	91
2024 Q1	$1.41M	Hold	15,350	–	–	0.28%	84
2023 Q4	$1.44M	Hold	15,350	–	–	0.32%	78
2023 Q3	$1.42M	Hold	15,350	–	–	0.32%	70
2023 Q2	$1.5M	Hold	15,350	–	–	0.34%	72
2023 Q1	$1.49M	Sell	15,350 -2,000	-12%	-$195K	0.33%	78
2022 Q4	$1.76M	Sell	17,350 -1,000	-5%	-$101K	0.39%	68
2022 Q3	$1.52M	Buy	18,350 +500	+3%	+$41.5K	0.36%	75
2022 Q2	$1.76M	Sell	17,850 -750	-4%	-$74K	0.4%	71
2022 Q1	$1.75M	Hold	18,600	–	–	0.34%	81
2021 Q4	$1.77M	Hold	18,600	–	–	0.35%	85
2021 Q3	$1.76M	Hold	18,600	–	–	0.38%	82
2021 Q2	$1.84M	Buy	18,600 +250	+1%	+$24.8K	0.39%	73
2021 Q1	$1.63M	Buy	18,350 +1,000	+6%	+$88.7K	0.39%	73
2020 Q4	$1.44M	Buy	17,350 +2,000	+13%	+$166K	0.36%	79
2020 Q3	$1.15M	Buy	15,350 +2,000	+15%	+$150K	0.31%	93
2020 Q2	$935K	Buy	13,350 +6,000	+82%	+$420K	0.24%	106
2020 Q1	$536K	Hold	7,350	–	–	0.17%	123
2019 Q4	$625K	Hold	7,350	–	–	0.11%	148
2019 Q3	$558K	Hold	7,350	–	–	0.09%	154
2019 Q2	$577K	Hold	7,350	–	–	0.09%	152
2019 Q1	$650K	Hold	7,350	–	–	0.1%	146
2018 Q4	$491K	Hold	7,350	–	–	0.08%	168
2018 Q3	$599K	Sell	7,350 -1,890	-20%	-$154K	0.07%	168
2018 Q2	$746K	Sell	9,240 -2,710	-23%	-$219K	0.09%	152
2018 Q1	$1.19M	Sell	11,950 -730	-6%	-$72.6K	0.16%	118
2017 Q4	$1.34M	Sell	12,680 -4,050	-24%	-$428K	0.15%	116
2017 Q3	$1.86M	Hold	16,730	–	–	0.2%	97
2017 Q2	$1.97M	Buy	16,730 +500	+3%	+$58.7K	0.21%	91
2017 Q1	$1.83M	Hold	16,230	–	–	0.19%	96
2016 Q4	$1.49M	Hold	16,230	–	–	0.17%	102
2016 Q3	$1.58M	Hold	16,230	–	–	0.21%	96
2016 Q2	$1.65M	Buy	16,230 +1,520	+10%	+$155K	0.24%	86
2016 Q1	$1.44M	Buy	14,710 +1,100	+8%	+$108K	0.26%	86
2015 Q4	$1.2M	Hold	13,610	–	–	0.23%	94
2015 Q3	$1.08M	Hold	13,610	–	–	0.22%	93
2015 Q2	$1.09M	Buy	13,610 +1,810	+15%	+$145K	0.21%	100
2015 Q1	$889K	Buy	11,800 +2,400	+26%	+$181K	0.19%	123
2014 Q4	$766K	Hold	9,400	–	–	0.19%	140
2014 Q3	$784K	Hold	9,400	–	–	0.24%	128
2014 Q2	$793K	Hold	9,400	–	–	0.32%	107
2014 Q1	$770K	Buy	+9,400	New	+$770K	0.32%	105
2013 Q4	–	Sell	-12,500	Closed	-$1.08M	–	165
2013 Q3	$1.08M	Buy	12,500 +500	+4%	+$43.3K	0.4%	77
2013 Q2	$1.04M	Buy	+12,000	New	+$1.04M	0.37%	76