SFWA
Summit Financial Wealth Advisors’s Flowers Foods FLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-73,000
| Closed | -$1.46M | – | 143 |
|
|
2016
Q4 | $1.46M | Buy |
73,000
+63,000
| +630% | +$1.26M | 0.64% | 46 |
|
|
2016
Q3 | $151K | Sell |
10,000
-64,000
| -86% | -$966K | 0.07% | 142 |
|
|
2016
Q2 | $1.39M | Hold |
74,000
| – | – | 0.58% | 46 |
|
|
2016
Q1 | $1.37M | Buy |
74,000
+30,000
| +68% | +$554K | 0.6% | 44 |
|
|
2015
Q4 | $946K | Buy |
44,000
+20,000
| +83% | +$430K | 0.43% | 58 |
|
|
2015
Q3 | $593K | Hold |
24,000
| – | – | 0.38% | 50 |
|
|
2015
Q2 | $507K | Hold |
24,000
| – | – | 0.31% | 55 |
|
|
2015
Q1 | $551K | Hold |
24,000
| – | – | 0.37% | 42 |
|
|
2014
Q4 | $461K | Buy |
+24,000
| New | +$461K | 0.32% | 44 |
|