Summit Securities Group’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26K | Hold |
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|
2025
Q1 | $21.5K | Sell |
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|
2024
Q4 | $492K | Buy |
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|
2024
Q3 | $365K | Buy |
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|
2024
Q2 | $284K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $170K | Buy |
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|
2022
Q3 | $111K | Hold |
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|
2022
Q2 | $132K | Hold |
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|
2022
Q1 | $137K | Sell |
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|
2021
Q4 | $666K | Hold |
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|
2021
Q3 | $664K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $200K | Sell |
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|
2015
Q2 | $266K | Buy |
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|
2015
Q1 | $52K | Buy |
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|
2014
Q4 | $14K | Hold |
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|
2014
Q3 | $13K | Sell |
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|
2014
Q2 | $15K | Hold |
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|
2014
Q1 | $16K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $24K | Sell |
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|
2013
Q2 | $27K | Buy |
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