SFS
Summit Financial Strategies’s Deere & Co DE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $737K | Buy |
1,450
+331
| +30% | +$168K | 0.07% | 73 |
|
|
2025
Q1 | $525K | Buy |
1,119
+153
| +16% | +$71.8K | 0.05% | 81 |
|
|
2024
Q4 | $409K | Hold |
966
| – | – | 0.05% | 94 |
|
|
2024
Q3 | $403K | Sell |
966
-80
| -8% | -$33.4K | 0.05% | 94 |
|
|
2024
Q2 | $391K | Sell |
1,046
-6
| -0.6% | -$2.24K | 0.05% | 97 |
|
|
2024
Q1 | $432K | Sell |
1,052
-190
| -15% | -$78K | 0.06% | 87 |
|
|
2023
Q4 | $497K | Sell |
1,242
-30
| -2% | -$12K | 0.08% | 72 |
|
|
2023
Q3 | $480K | Buy |
1,272
+100
| +9% | +$37.7K | 0.09% | 67 |
|
|
2023
Q2 | $475K | Hold |
1,172
| – | – | 0.09% | 66 |
|
|
2023
Q1 | $484K | Hold |
1,172
| – | – | 0.1% | 71 |
|
|
2022
Q4 | $503K | Sell |
1,172
-30
| -2% | -$12.9K | 0.11% | 66 |
|
|
2022
Q3 | $401K | Hold |
1,202
| – | – | 0.1% | 69 |
|
|
2022
Q2 | $360K | Hold |
1,202
| – | – | 0.08% | 75 |
|
|
2022
Q1 | $499K | Buy |
1,202
+100
| +9% | +$41.5K | 0.1% | 64 |
|
|
2021
Q4 | $378K | Buy |
1,102
+30
| +3% | +$10.3K | 0.07% | 76 |
|
|
2021
Q3 | $359K | Hold |
1,072
| – | – | 0.07% | 77 |
|
|
2021
Q2 | $378K | Sell |
1,072
-50
| -4% | -$17.6K | 0.07% | 75 |
|
|
2021
Q1 | $420K | Hold |
1,122
| – | – | 0.15% | 40 |
|
|
2020
Q4 | $302K | Hold |
1,122
| – | – | 0.1% | 65 |
|
|
2020
Q3 | $249K | Buy |
+1,122
| New | +$249K | 0.1% | 65 |
|