SFS
Summit Financial Strategies’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
6,924
-22
| -0.3% | -$3.88K | 0.11% | 57 |
|
|
2025
Q1 | $1.07M | Sell |
6,946
-1,302
| -16% | -$201K | 0.11% | 58 |
|
|
2024
Q4 | $1.56M | Sell |
8,248
-87
| -1% | -$16.5K | 0.17% | 49 |
|
|
2024
Q3 | $1.38M | Buy |
8,335
+1,282
| +18% | +$213K | 0.16% | 47 |
|
|
2024
Q2 | $1.28M | Sell |
7,053
-196
| -3% | -$35.7K | 0.16% | 50 |
|
|
2024
Q1 | $1.09M | Buy |
7,249
+132
| +2% | +$19.9K | 0.15% | 51 |
|
|
2023
Q4 | $994K | Sell |
7,117
-149
| -2% | -$20.8K | 0.15% | 50 |
|
|
2023
Q3 | $951K | Buy |
7,266
+500
| +7% | +$65.4K | 0.18% | 43 |
|
|
2023
Q2 | $810K | Sell |
6,766
-180
| -3% | -$21.5K | 0.15% | 50 |
|
|
2023
Q1 | $721K | Buy |
6,946
+79
| +1% | +$8.2K | 0.14% | 54 |
|
|
2022
Q4 | $606K | Sell |
6,867
-55
| -0.8% | -$4.85K | 0.13% | 54 |
|
|
2022
Q3 | $662K | Buy |
6,922
+6,584
| +1,948% | +$630K | 0.16% | 48 |
|
|
2022
Q2 | $737K | Buy |
338
+23
| +7% | +$50.2K | 0.17% | 43 |
|
|
2022
Q1 | $876K | Sell |
315
-7
| -2% | -$19.5K | 0.18% | 41 |
|
|
2021
Q4 | $933K | Buy |
322
+4
| +1% | +$11.6K | 0.18% | 40 |
|
|
2021
Q3 | $850K | Hold |
318
| – | – | 0.16% | 41 |
|
|
2021
Q2 | $776K | Buy |
+318
| New | +$776K | 0.15% | 42 |
|
|
2021
Q1 | – | Sell |
-192
| Closed | -$337K | – | 66 |
|
|
2020
Q4 | $337K | Buy |
+192
| New | +$337K | 0.12% | 58 |
|