Sterling Financial Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Hold |
1,396
| – | – | 0.17% | 44 |
|
|
2025
Q1 | $489K | Buy |
1,396
+330
| +31% | +$116K | 0.18% | 41 |
|
|
2024
Q4 | $337K | Buy |
1,066
+43
| +4% | +$13.6K | 0.13% | 55 |
|
|
2024
Q3 | $281K | Hold |
1,023
| – | – | 0.12% | 56 |
|
|
2024
Q2 | $269K | Hold |
1,023
| – | – | 0.12% | 55 |
|
|
2024
Q1 | $285K | Sell |
1,023
-22
| -2% | -$6.14K | 0.14% | 53 |
|
|
2023
Q4 | $272K | Buy |
1,045
+50
| +5% | +$13K | 0.16% | 56 |
|
|
2023
Q3 | $229K | Hold |
995
| – | – | 0.14% | 56 |
|
|
2023
Q2 | $236K | Buy |
995
+4
| +0.4% | +$950 | 0.16% | 55 |
|
|
2023
Q1 | $206K | Hold |
991
| – | – | 0.16% | 49 |
|
|
2022
Q4 | $206K | Buy |
+991
| New | +$206K | 0.16% | 49 |
|