SFS
Strategic Financial Services’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.92M | Sell |
16,666
-29
| -0.2% | -$10.3K | 0.32% | 28 |
|
|
2025
Q1 | $5.85M | Sell |
16,695
-498
| -3% | -$175K | 0.34% | 26 |
|
|
2024
Q4 | $5.43M | Sell |
17,193
-406
| -2% | -$128K | 0.32% | 26 |
|
|
2024
Q3 | $4.84M | Sell |
17,599
-254
| -1% | -$69.8K | 0.29% | 25 |
|
|
2024
Q2 | $4.69M | Buy |
17,853
+1,890
| +12% | +$496K | 0.3% | 25 |
|
|
2024
Q1 | $4.45M | Sell |
15,963
-495
| -3% | -$138K | 0.29% | 24 |
|
|
2023
Q4 | $4.28M | Sell |
16,458
-275
| -2% | -$71.6K | 0.3% | 24 |
|
|
2023
Q3 | $3.85M | Sell |
16,733
-166
| -1% | -$38.2K | 0.3% | 25 |
|
|
2023
Q2 | $4.05M | Sell |
16,899
-326
| -2% | -$78.2K | 0.3% | 27 |
|
|
2023
Q1 | $3.88M | Sell |
17,225
-378
| -2% | -$85.2K | 0.3% | 25 |
|
|
2022
Q4 | $3.66M | Sell |
17,603
-908
| -5% | -$189K | 0.29% | 24 |
|
|
2022
Q3 | $3.29M | Sell |
18,511
-807
| -4% | -$143K | 0.29% | 30 |
|
|
2022
Q2 | $3.8M | Sell |
19,318
-1,417
| -7% | -$279K | 0.32% | 25 |
|
|
2022
Q1 | $4.6M | Sell |
20,735
-569
| -3% | -$126K | 0.35% | 24 |
|
|
2021
Q4 | $4.62M | Sell |
21,304
-751
| -3% | -$163K | 0.34% | 30 |
|
|
2021
Q3 | $4.91M | Sell |
22,055
-401
| -2% | -$89.3K | 0.39% | 24 |
|
|
2021
Q2 | $5.25M | Sell |
22,456
-502
| -2% | -$117K | 0.42% | 23 |
|
|
2021
Q1 | $4.86M | Sell |
22,958
-2,357
| -9% | -$499K | 0.41% | 25 |
|
|
2020
Q4 | $5.54M | Sell |
25,315
-2,875
| -10% | -$629K | 0.5% | 25 |
|
|
2020
Q3 | $5.64M | Sell |
28,190
-3,032
| -10% | -$606K | 0.58% | 23 |
|
|
2020
Q2 | $6.03M | Sell |
31,222
-8,681
| -22% | -$1.68M | 0.67% | 22 |
|
|
2020
Q1 | $6.43M | Sell |
39,903
-4,726
| -11% | -$761K | 0.86% | 22 |
|
|
2019
Q4 | $8.39M | Sell |
44,629
-8,933
| -17% | -$1.68M | 0.96% | 22 |
|
|
2019
Q3 | $9.21M | Sell |
53,562
-1,201
| -2% | -$207K | 1.18% | 21 |
|
|
2019
Q2 | $9.5M | Sell |
54,763
-1,779
| -3% | -$309K | 1.26% | 17 |
|
|
2019
Q1 | $8.83M | Buy |
56,542
+143
| +0.3% | +$22.3K | 1.22% | 17 |
|
|
2018
Q4 | $7.44M | Buy |
56,399
+1,124
| +2% | +$148K | 1.16% | 16 |
|
|
2018
Q3 | $8.3M | Sell |
55,275
-500
| -0.9% | -$75K | 1.24% | 13 |
|
|
2018
Q2 | $7.39M | Sell |
55,775
-188
| -0.3% | -$24.9K | 1.14% | 13 |
|
|
2018
Q1 | $6.69M | Sell |
55,963
-288
| -0.5% | -$34.4K | 1.09% | 13 |
|
|
2017
Q4 | $6.41M | Sell |
56,251
-8,259
| -13% | -$942K | 1.01% | 14 |
|
|
2017
Q3 | $6.79M | Buy |
64,510
+385
| +0.6% | +$40.5K | 1.12% | 12 |
|
|
2017
Q2 | $6.01M | Buy |
64,125
+344
| +0.5% | +$32.3K | 1.05% | 13 |
|
|
2017
Q1 | $5.67M | Buy |
63,781
+250
| +0.4% | +$22.2K | 1.03% | 14 |
|
|
2016
Q4 | $4.96M | Sell |
63,531
-265
| -0.4% | -$20.7K | 0.95% | 18 |
|
|
2016
Q3 | $5.28M | Buy |
63,796
+389
| +0.6% | +$32.2K | 1.05% | 12 |
|
|
2016
Q2 | $4.95M | Sell |
63,407
-1,185
| -2% | -$92.5K | 0.99% | 16 |
|
|
2016
Q1 | $4.94M | Buy |
64,592
+1,360
| +2% | +$104K | 1.15% | 11 |
|
|
2015
Q4 | $4.9M | Buy |
63,232
+650
| +1% | +$50.4K | 1.29% | 14 |
|
|
2015
Q3 | $4.36M | Sell |
62,582
-481
| -0.8% | -$33.5K | 1.21% | 16 |
|
|
2015
Q2 | $4.24M | Sell |
63,063
-1,075
| -2% | -$72.2K | 1.19% | 17 |
|
|
2015
Q1 | $4.2M | Buy |
64,138
+48,011
| +298% | +$3.14M | 1.08% | 21 |
|
|
2014
Q4 | $4.23M | Sell |
16,127
-145
| -0.9% | -$38K | 1.15% | 20 |
|
|
2014
Q3 | $3.47M | Buy |
16,272
+2,741
| +20% | +$585K | 0.97% | 35 |
|
|
2014
Q2 | $2.85M | Buy |
13,531
+91
| +0.7% | +$19.2K | 0.79% | 62 |
|
|
2014
Q1 | $2.9M | Buy |
13,440
+476
| +4% | +$103K | 0.85% | 47 |
|
|
2013
Q4 | $2.89M | Sell |
12,964
-152
| -1% | -$33.8K | 0.92% | 40 |
|
|
2013
Q3 | $2.51M | Sell |
13,116
-415
| -3% | -$79.3K | 0.84% | 47 |
|
|
2013
Q2 | $2.47M | Buy |
+13,531
| New | +$2.47M | 0.87% | 48 |
|