SS
Sunbelt Securities’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.23M | Buy |
22,875
+475
| +2% | +$150K | 0.64% | 27 |
|
|
2025
Q1 | $7.85M | Sell |
22,400
-654
| -3% | -$229K | 0.7% | 23 |
|
|
2024
Q4 | $7.27M | Sell |
23,054
-5,828
| -20% | -$1.84M | 0.64% | 27 |
|
|
2024
Q3 | $7.94M | Sell |
28,882
-1,878
| -6% | -$516K | 0.78% | 23 |
|
|
2024
Q2 | $8.07M | Sell |
30,760
-600
| -2% | -$157K | 0.83% | 22 |
|
|
2024
Q1 | $8.75M | Buy |
31,360
+263
| +0.8% | +$73.4K | 0.98% | 14 |
|
|
2023
Q4 | $8.1M | Buy |
31,097
+687
| +2% | +$179K | 1.02% | 13 |
|
|
2023
Q3 | $6.99M | Sell |
30,410
-420
| -1% | -$96.6K | 0.97% | 17 |
|
|
2023
Q2 | $7.32M | Sell |
30,830
-1,429
| -4% | -$339K | 1.05% | 13 |
|
|
2023
Q1 | $7.17M | Sell |
32,259
-1,490
| -4% | -$331K | 1.15% | 11 |
|
|
2022
Q4 | $7.01M | Sell |
33,749
-447
| -1% | -$92.9K | 1.37% | 7 |
|
|
2022
Q3 | $6.08M | Sell |
34,196
-1,111
| -3% | -$197K | 1.28% | 10 |
|
|
2022
Q2 | $6.95M | Sell |
35,307
-709
| -2% | -$140K | 1.47% | 8 |
|
|
2022
Q1 | $8.07M | Buy |
36,016
+296
| +0.8% | +$66.3K | 1.48% | 9 |
|
|
2021
Q4 | $8.14M | Sell |
35,720
-1,413
| -4% | -$322K | 1.32% | 11 |
|
|
2021
Q3 | $9.21M | Hold |
37,133
| – | – | 1.66% | 7 |
|
|
2021
Q2 | $9.21M | Sell |
37,133
-2,628
| -7% | -$652K | 1.66% | 7 |
|
|
2021
Q1 | $8.42M | Sell |
39,761
-5,740
| -13% | -$1.22M | 1.66% | 5 |
|
|
2020
Q4 | $9.95M | Buy |
45,501
+11,145
| +32% | +$2.44M | 2.06% | 4 |
|
|
2020
Q3 | $6.87M | Buy |
34,356
+1,939
| +6% | +$388K | 1.91% | 6 |
|
|
2020
Q2 | $6.26M | Sell |
32,417
-285
| -0.9% | -$55.1K | 2.15% | 6 |
|
|
2020
Q1 | $5.27M | Sell |
32,702
-23,017
| -41% | -$3.71M | 0.23% | 60 |
|
|
2019
Q4 | $10.5M | Buy |
55,719
+3,298
| +6% | +$620K | 1.1% | 15 |
|
|
2019
Q3 | $9.02M | Buy |
52,421
+24,537
| +88% | +$4.22M | 1.01% | 17 |
|
|
2019
Q2 | $4.84M | Buy |
27,884
+2,776
| +11% | +$482K | 2.1% | 3 |
|
|
2019
Q1 | $3.92M | Sell |
25,108
-585
| -2% | -$91.4K | 1.96% | 5 |
|
|
2018
Q4 | $3.39M | Buy |
25,693
+1,425
| +6% | +$188K | 1.97% | 6 |
|
|
2018
Q3 | $3.64M | Buy |
24,268
+2,598
| +12% | +$390K | 1.95% | 5 |
|
|
2018
Q2 | $2.87M | Buy |
21,670
+4,507
| +26% | +$597K | 1.72% | 9 |
|
|
2018
Q1 | $2.05M | Buy |
17,163
+4,901
| +40% | +$586K | 1.88% | 7 |
|
|
2017
Q4 | $1.4M | Buy |
12,262
+2,806
| +30% | +$320K | 1.36% | 14 |
|
|
2017
Q3 | $995K | Buy |
+9,456
| New | +$995K | 1.05% | 24 |
|