SFS
Summit Financial Strategies’s Nike NKE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $303K | Buy |
4,270
+155
| +4% | +$11K | 0.03% | 118 |
|
2025
Q1 | $261K | Buy |
4,115
+415
| +11% | +$26.3K | 0.03% | 121 |
|
2024
Q4 | $280K | Sell |
3,700
-75
| -2% | -$5.68K | 0.03% | 114 |
|
2024
Q3 | $334K | Buy |
3,775
+50
| +1% | +$4.42K | 0.04% | 110 |
|
2024
Q2 | $281K | Sell |
3,725
-32
| -0.9% | -$2.41K | 0.03% | 114 |
|
2024
Q1 | $353K | Sell |
3,757
-391
| -9% | -$36.7K | 0.05% | 99 |
|
2023
Q4 | $450K | Sell |
4,148
-482
| -10% | -$52.3K | 0.07% | 76 |
|
2023
Q3 | $443K | Buy |
4,630
+242
| +6% | +$23.1K | 0.08% | 71 |
|
2023
Q2 | $484K | Sell |
4,388
-40
| -0.9% | -$4.42K | 0.09% | 65 |
|
2023
Q1 | $543K | Hold |
4,428
| – | – | 0.11% | 64 |
|
2022
Q4 | $518K | Buy |
4,428
+2
| +0% | +$234 | 0.11% | 65 |
|
2022
Q3 | $368K | Buy |
4,426
+60
| +1% | +$4.99K | 0.09% | 74 |
|
2022
Q2 | $446K | Buy |
4,366
+93
| +2% | +$9.5K | 0.1% | 67 |
|
2022
Q1 | $575K | Sell |
4,273
-179
| -4% | -$24.1K | 0.12% | 55 |
|
2021
Q4 | $742K | Buy |
4,452
+9
| +0.2% | +$1.5K | 0.14% | 50 |
|
2021
Q3 | $645K | Sell |
4,443
-337
| -7% | -$48.9K | 0.12% | 53 |
|
2021
Q2 | $738K | Sell |
4,780
-40
| -0.8% | -$6.18K | 0.15% | 49 |
|
2021
Q1 | $641K | Hold |
4,820
| – | – | 0.23% | 30 |
|
2020
Q4 | $682K | Sell |
4,820
-194
| -4% | -$27.5K | 0.23% | 33 |
|
2020
Q3 | $629K | Hold |
5,014
| – | – | 0.26% | 31 |
|
2020
Q2 | $492K | Buy |
5,014
+1,838
| +58% | +$180K | 0.22% | 34 |
|
2020
Q1 | $263K | Buy |
3,176
+37
| +1% | +$3.06K | 0.14% | 49 |
|
2019
Q4 | $318K | Hold |
3,139
| – | – | 0.16% | 47 |
|
2019
Q3 | $295K | Sell |
3,139
-62
| -2% | -$5.83K | 0.14% | 45 |
|
2019
Q2 | $269K | Sell |
3,201
-168
| -5% | -$14.1K | 0.13% | 46 |
|
2019
Q1 | $284K | Hold |
3,369
| – | – | 0.14% | 42 |
|
2018
Q4 | $250K | Buy |
3,369
+170
| +5% | +$12.6K | 0.14% | 48 |
|
2018
Q3 | $271K | Sell |
3,199
-118
| -4% | -$10K | 0.12% | 43 |
|
2018
Q2 | $264K | Hold |
3,317
| – | – | 0.13% | 39 |
|
2018
Q1 | $220K | Hold |
3,317
| – | – | 0.11% | 50 |
|
2017
Q4 | $207K | Buy |
+3,317
| New | +$207K | 0.11% | 54 |
|
2017
Q3 | – | Sell |
-3,572
| Closed | -$211K | – | 57 |
|
2017
Q2 | $211K | Buy |
+3,572
| New | +$211K | 0.13% | 51 |
|