SFPG
Stonebridge Financial Planning Group’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $799K | Sell |
1,082
-67
| -6% | -$49.5K | 0.33% | 88 |
|
|
2025
Q1 | $662K | Hold |
1,149
| – | – | 0.3% | 90 |
|
|
2024
Q4 | $673K | Buy |
1,149
+183
| +19% | +$107K | 0.3% | 89 |
|
|
2024
Q3 | $553K | Sell |
966
-4
| -0.4% | -$2.29K | 0.26% | 98 |
|
|
2024
Q2 | $489K | Hold |
970
| – | – | 0.25% | 102 |
|
|
2024
Q1 | $471K | Hold |
970
| – | – | 0.25% | 101 |
|
|
2023
Q4 | $343K | Sell |
970
-75
| -7% | -$26.6K | 0.2% | 116 |
|
|
2023
Q3 | $314K | Hold |
1,045
| – | – | 0.2% | 111 |
|
|
2023
Q2 | $300K | Sell |
1,045
-14
| -1% | -$4.02K | 0.18% | 110 |
|
|
2023
Q1 | $224K | Sell |
1,059
-1,751
| -62% | -$371K | 0.14% | 115 |
|
|
2022
Q4 | $338K | Sell |
2,810
-2,710
| -49% | -$326K | 0.23% | 98 |
|
|
2022
Q3 | $749K | Sell |
5,520
-2,680
| -33% | -$364K | 0.52% | 57 |
|
|
2022
Q2 | $1.32M | Sell |
8,200
-1,029
| -11% | -$166K | 0.9% | 37 |
|
|
2022
Q1 | $2.05M | Sell |
9,229
-706
| -7% | -$157K | 1.15% | 26 |
|
|
2021
Q4 | $3M | Sell |
9,935
-352
| -3% | -$106K | 1.57% | 19 |
|
|
2021
Q3 | $3.41M | Sell |
10,287
-606
| -6% | -$201K | 1.67% | 16 |
|
|
2021
Q2 | $3.85M | Sell |
10,893
-156
| -1% | -$55.1K | 2.04% | 12 |
|
|
2021
Q1 | $3.44M | Sell |
11,049
-543
| -5% | -$169K | 2.01% | 12 |
|
|
2020
Q4 | $3.17M | Sell |
11,592
-110
| -0.9% | -$30K | 2.01% | 13 |
|
|
2020
Q3 | $3.11M | Sell |
11,702
-164
| -1% | -$43.6K | 2.24% | 12 |
|
|
2020
Q2 | $2.77M | Buy |
11,866
+134
| +1% | +$31.3K | 2.36% | 10 |
|
|
2020
Q1 | $2.05M | Sell |
11,732
-425
| -3% | -$74.1K | 2.04% | 14 |
|
|
2019
Q4 | $2.5M | Buy |
+12,157
| New | +$2.5M | 2.26% | 13 |
|