SHFA
SS&H Financial Advisors’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Sell |
8,595
-2,073
| -19% | -$124K | 0.17% | 87 |
|
|
2025
Q1 | $630K | Hold |
10,668
| – | – | 0.24% | 79 |
|
|
2024
Q4 | $660K | Sell |
10,668
-173
| -2% | -$10.7K | 0.24% | 80 |
|
|
2024
Q3 | $649K | Hold |
10,841
| – | – | 0.24% | 84 |
|
|
2024
Q2 | $553K | Hold |
10,841
| – | – | 0.22% | 82 |
|
|
2024
Q1 | $596K | Hold |
10,841
| – | – | 0.25% | 81 |
|
|
2023
Q4 | $605K | Hold |
10,841
| – | – | 0.26% | 79 |
|
|
2023
Q3 | $450K | Buy |
+10,841
| New | +$450K | 0.21% | 89 |
|
|
2023
Q1 | $449K | Hold |
10,341
| – | – | 0.21% | 92 |
|
|
2022
Q4 | $691K | Hold |
10,341
| – | – | 0.33% | 72 |
|
|
2022
Q3 | $735K | Hold |
10,341
| – | – | 0.38% | 68 |
|
|
2022
Q2 | $759K | Hold |
10,341
| – | – | 0.35% | 68 |
|
|
2022
Q1 | $935K | Buy |
+10,341
| New | +$935K | 0.37% | 68 |
|