SFPG
Stonebridge Financial Planning Group’s L3Harris LHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $948K | Buy |
3,781
+165
| +5% | +$41.4K | 0.4% | 77 |
|
|
2025
Q1 | $757K | Hold |
3,616
| – | – | 0.35% | 83 |
|
|
2024
Q4 | $760K | Sell |
3,616
-225
| -6% | -$47.3K | 0.34% | 83 |
|
|
2024
Q3 | $914K | Sell |
3,841
-100
| -3% | -$23.8K | 0.44% | 64 |
|
|
2024
Q2 | $885K | Sell |
3,941
-425
| -10% | -$95.4K | 0.44% | 64 |
|
|
2024
Q1 | $930K | Sell |
4,366
-300
| -6% | -$63.9K | 0.49% | 58 |
|
|
2023
Q4 | $983K | Sell |
4,666
-598
| -11% | -$126K | 0.57% | 50 |
|
|
2023
Q3 | $916K | Sell |
5,264
-430
| -8% | -$74.9K | 0.59% | 51 |
|
|
2023
Q2 | $1.11M | Buy |
5,694
+38
| +0.7% | +$7.44K | 0.68% | 47 |
|
|
2023
Q1 | $1.11M | Sell |
5,656
-185
| -3% | -$36.3K | 0.72% | 46 |
|
|
2022
Q4 | $1.22M | Sell |
5,841
-50
| -0.8% | -$10.4K | 0.81% | 42 |
|
|
2022
Q3 | $1.22M | Sell |
5,891
-258
| -4% | -$53.6K | 0.86% | 39 |
|
|
2022
Q2 | $1.49M | Sell |
6,149
-54
| -0.9% | -$13.1K | 1.01% | 27 |
|
|
2022
Q1 | $1.54M | Sell |
6,203
-156
| -2% | -$38.8K | 0.86% | 39 |
|
|
2021
Q4 | $1.39M | Sell |
6,359
-384
| -6% | -$84K | 0.73% | 39 |
|
|
2021
Q3 | $1.49M | Sell |
6,743
-53
| -0.8% | -$11.7K | 0.73% | 40 |
|
|
2021
Q2 | $1.52M | Buy |
6,796
+358
| +6% | +$80.3K | 0.81% | 39 |
|
|
2021
Q1 | $1.35M | Sell |
6,438
-1,783
| -22% | -$374K | 0.79% | 38 |
|
|
2020
Q4 | $1.55M | Sell |
8,221
-280
| -3% | -$52.9K | 0.98% | 29 |
|
|
2020
Q3 | $1.48M | Sell |
8,501
-454
| -5% | -$79.1K | 1.07% | 28 |
|
|
2020
Q2 | $1.54M | Buy |
8,955
+150
| +2% | +$25.8K | 1.31% | 21 |
|
|
2020
Q1 | $1.63M | Buy |
8,805
+39
| +0.4% | +$7.22K | 1.63% | 20 |
|
|
2019
Q4 | $1.74M | Buy |
+8,766
| New | +$1.74M | 1.57% | 22 |
|