SFS
Stiles Financial Services’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Sell |
40,112
-315
| -0.8% | -$21.9K | 0.96% | 31 |
|
|
2025
Q1 | $2.5M | Sell |
40,427
-192
| -0.5% | -$11.9K | 0.96% | 33 |
|
|
2024
Q4 | $2.4M | Sell |
40,619
-359
| -0.9% | -$21.3K | 0.87% | 38 |
|
|
2024
Q3 | $2.18M | Sell |
40,978
-1,036
| -2% | -$55.1K | 0.77% | 43 |
|
|
2024
Q2 | $2M | Sell |
42,014
-41
| -0.1% | -$1.95K | 0.77% | 45 |
|
|
2024
Q1 | $2.1M | Buy |
42,055
+10,044
| +31% | +$501K | 0.84% | 38 |
|
|
2023
Q4 | $1.62M | Buy |
32,011
+1,205
| +4% | +$60.9K | 0.73% | 45 |
|
|
2023
Q3 | $1.66M | Buy |
30,806
+173
| +0.6% | +$9.3K | 0.86% | 36 |
|
|
2023
Q2 | $1.58M | Buy |
30,633
+2,477
| +9% | +$128K | 0.79% | 40 |
|
|
2023
Q1 | $1.47M | Buy |
28,156
+1,191
| +4% | +$62.3K | 0.79% | 40 |
|
|
2022
Q4 | $1.28M | Buy |
26,965
+1,393
| +5% | +$66.4K | 0.73% | 43 |
|
|
2022
Q3 | $1.02M | Buy |
25,572
+3,846
| +18% | +$154K | 0.62% | 49 |
|
|
2022
Q2 | $926K | Buy |
21,726
+1,751
| +9% | +$74.6K | 0.56% | 58 |
|
|
2022
Q1 | $1.11M | Buy |
19,975
+2,424
| +14% | +$135K | 0.56% | 56 |
|
|
2021
Q4 | $1.11M | Buy |
+17,551
| New | +$1.11M | 0.54% | 57 |
|