SFS
Summit Financial Strategies’s Texas Instruments TXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Hold |
5,791
| – | – | 0.11% | 59 |
|
|
2025
Q1 | $1.04M | Hold |
5,791
| – | – | 0.11% | 59 |
|
|
2024
Q4 | $1.09M | Hold |
5,791
| – | – | 0.12% | 57 |
|
|
2024
Q3 | $1.2M | Hold |
5,791
| – | – | 0.13% | 54 |
|
|
2024
Q2 | $1.13M | Buy |
5,791
+6
| +0.1% | +$1.17K | 0.14% | 54 |
|
|
2024
Q1 | $1.01M | Buy |
5,785
+16
| +0.3% | +$2.79K | 0.14% | 54 |
|
|
2023
Q4 | $983K | Sell |
5,769
-125
| -2% | -$21.3K | 0.15% | 51 |
|
|
2023
Q3 | $937K | Sell |
5,894
-63
| -1% | -$10K | 0.18% | 44 |
|
|
2023
Q2 | $1.07M | Buy |
5,957
+63
| +1% | +$11.3K | 0.2% | 36 |
|
|
2023
Q1 | $1.1M | Hold |
5,894
| – | – | 0.22% | 37 |
|
|
2022
Q4 | $974K | Hold |
5,894
| – | – | 0.21% | 39 |
|
|
2022
Q3 | $912K | Sell |
5,894
-30
| -0.5% | -$4.64K | 0.22% | 39 |
|
|
2022
Q2 | $910K | Hold |
5,924
| – | – | 0.21% | 38 |
|
|
2022
Q1 | $1.09M | Sell |
5,924
-499
| -8% | -$91.6K | 0.22% | 34 |
|
|
2021
Q4 | $1.21M | Sell |
6,423
-458
| -7% | -$86.4K | 0.23% | 33 |
|
|
2021
Q3 | $1.32M | Hold |
6,881
| – | – | 0.25% | 28 |
|
|
2021
Q2 | $1.32M | Buy |
+6,881
| New | +$1.32M | 0.26% | 28 |
|
|
2021
Q1 | – | Sell |
-6,798
| Closed | -$1.12M | – | 72 |
|
|
2020
Q4 | $1.12M | Hold |
6,798
| – | – | 0.38% | 25 |
|
|
2020
Q3 | $971K | Sell |
6,798
-301
| -4% | -$43K | 0.4% | 24 |
|
|
2020
Q2 | $901K | Hold |
7,099
| – | – | 0.4% | 23 |
|
|
2020
Q1 | $709K | Sell |
7,099
-385
| -5% | -$38.5K | 0.38% | 22 |
|
|
2019
Q4 | $960K | Sell |
7,484
-327
| -4% | -$41.9K | 0.47% | 18 |
|
|
2019
Q3 | $1.01M | Sell |
7,811
-25
| -0.3% | -$3.23K | 0.48% | 17 |
|
|
2019
Q2 | $899K | Hold |
7,836
| – | – | 0.44% | 17 |
|
|
2019
Q1 | $831K | Hold |
7,836
| – | – | 0.42% | 19 |
|
|
2018
Q4 | $741K | Sell |
7,836
-180
| -2% | -$17K | 0.42% | 20 |
|
|
2018
Q3 | $860K | Hold |
8,016
| – | – | 0.39% | 19 |
|
|
2018
Q2 | $884K | Hold |
8,016
| – | – | 0.43% | 18 |
|
|
2018
Q1 | $833K | Buy |
8,016
+5,600
| +232% | +$582K | 0.43% | 18 |
|
|
2017
Q4 | $252K | Sell |
2,416
-399
| -14% | -$41.6K | 0.13% | 43 |
|
|
2017
Q3 | $252K | Hold |
2,815
| – | – | 0.15% | 40 |
|
|
2017
Q2 | $217K | Buy |
+2,815
| New | +$217K | 0.13% | 49 |
|