SFS
Strategic Financial Services’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
4,235
+46
| +1% | +$13.6K | 0.07% | 58 |
|
|
2025
Q1 | $1.04M | Sell |
4,189
-319
| -7% | -$79.3K | 0.06% | 60 |
|
|
2024
Q4 | $991K | Sell |
4,508
-54
| -1% | -$11.9K | 0.06% | 64 |
|
|
2024
Q3 | $1.01M | Sell |
4,562
-188
| -4% | -$41.6K | 0.06% | 61 |
|
|
2024
Q2 | $821K | Sell |
4,750
-102
| -2% | -$17.6K | 0.05% | 65 |
|
|
2024
Q1 | $927K | Sell |
4,852
-140
| -3% | -$26.7K | 0.06% | 64 |
|
|
2023
Q4 | $816K | Sell |
4,992
-211
| -4% | -$34.5K | 0.06% | 68 |
|
|
2023
Q3 | $730K | Sell |
5,203
-44
| -0.8% | -$6.17K | 0.06% | 72 |
|
|
2023
Q2 | $748K | Sell |
5,247
-347
| -6% | -$49.4K | 0.06% | 76 |
|
|
2023
Q1 | $733K | Buy |
5,594
+4
| +0.1% | +$524 | 0.06% | 72 |
|
|
2022
Q4 | $788K | Buy |
5,590
+384
| +7% | +$54.1K | 0.06% | 69 |
|
|
2022
Q3 | $619K | Sell |
5,206
-44
| -0.8% | -$5.23K | 0.05% | 83 |
|
|
2022
Q2 | $741K | Sell |
5,250
-289
| -5% | -$40.8K | 0.06% | 79 |
|
|
2022
Q1 | $720K | Buy |
5,539
+252
| +5% | +$32.8K | 0.05% | 82 |
|
|
2021
Q4 | $707K | Sell |
5,287
-22
| -0.4% | -$2.94K | 0.05% | 86 |
|
|
2021
Q3 | $738K | Sell |
5,309
-303
| -5% | -$42.1K | 0.06% | 80 |
|
|
2021
Q2 | $823K | Buy |
5,612
+401
| +8% | +$58.8K | 0.07% | 78 |
|
|
2021
Q1 | $694K | Sell |
5,211
-399
| -7% | -$53.1K | 0.06% | 83 |
|
|
2020
Q4 | $706K | Buy |
5,610
+182
| +3% | +$22.9K | 0.06% | 84 |
|
|
2020
Q3 | $660K | Sell |
5,428
-3,119
| -36% | -$379K | 0.07% | 81 |
|
|
2020
Q2 | $1.03M | Hold |
8,547
| – | – | 0.11% | 73 |
|
|
2020
Q1 | $948K | Buy |
8,547
+1
| +0% | +$111 | 0.13% | 73 |
|
|
2019
Q4 | $1.15M | Sell |
8,546
-437
| -5% | -$58.6K | 0.13% | 87 |
|
|
2019
Q3 | $1.31M | Sell |
8,983
-399
| -4% | -$58K | 0.17% | 90 |
|
|
2019
Q2 | $1.29M | Buy |
9,382
+803
| +9% | +$111K | 0.17% | 88 |
|
|
2019
Q1 | $1.21M | Sell |
8,579
-362
| -4% | -$51.1K | 0.17% | 91 |
|
|
2018
Q4 | $1.02M | Buy |
8,941
+446
| +5% | +$50.7K | 0.16% | 91 |
|
|
2018
Q3 | $1.29M | Sell |
8,495
-620
| -7% | -$93.8K | 0.19% | 92 |
|
|
2018
Q2 | $1.27M | Buy |
9,115
+23
| +0.3% | +$3.21K | 0.2% | 92 |
|
|
2018
Q1 | $1.4M | Buy |
9,092
+4
| +0% | +$614 | 0.23% | 88 |
|
|
2017
Q4 | $1.39M | Sell |
9,088
-161
| -2% | -$24.7K | 0.22% | 91 |
|
|
2017
Q3 | $1.34M | Buy |
9,249
+4
| +0% | +$580 | 0.22% | 93 |
|
|
2017
Q2 | $1.42M | Buy |
9,245
+2,149
| +30% | +$331K | 0.25% | 92 |
|
|
2017
Q1 | $1.24M | Sell |
7,096
-397
| -5% | -$69.2K | 0.22% | 94 |
|
|
2016
Q4 | $1.24M | Sell |
7,493
-1,423
| -16% | -$236K | 0.24% | 95 |
|
|
2016
Q3 | $1.42M | Sell |
8,916
-196
| -2% | -$31.1K | 0.28% | 95 |
|
|
2016
Q2 | $1.46M | Buy |
9,112
+662
| +8% | +$106K | 0.29% | 92 |
|
|
2016
Q1 | $1.28M | Buy |
8,450
+1,302
| +18% | +$197K | 0.3% | 88 |
|
|
2015
Q4 | $984K | Sell |
7,148
-12,930
| -64% | -$1.78M | 0.26% | 90 |
|
|
2015
Q3 | $2.91M | Buy |
20,078
+246
| +1% | +$35.7K | 0.81% | 48 |
|
|
2015
Q2 | $3.23M | Sell |
19,832
-284
| -1% | -$46.2K | 0.9% | 45 |
|
|
2015
Q1 | $3.23M | Sell |
20,116
-441
| -2% | -$70.8K | 0.83% | 49 |
|
|
2014
Q4 | $3.3M | Buy |
20,557
+1,043
| +5% | +$167K | 0.9% | 48 |
|
|
2014
Q3 | $3.7M | Sell |
19,514
-239
| -1% | -$45.4K | 1.03% | 24 |
|
|
2014
Q2 | $3.58M | Sell |
19,753
-303
| -2% | -$54.9K | 0.99% | 26 |
|
|
2014
Q1 | $3.86M | Buy |
20,056
+520
| +3% | +$100K | 1.13% | 21 |
|
|
2013
Q4 | $3.66M | Sell |
19,536
-1,415
| -7% | -$265K | 1.16% | 20 |
|
|
2013
Q3 | $3.88M | Buy |
20,951
+1,393
| +7% | +$258K | 1.31% | 12 |
|
|
2013
Q2 | $3.74M | Buy |
+19,558
| New | +$3.74M | 1.32% | 12 |
|