SFG
Sunburst Financial Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
3,116
+228
| +8% | +$81K | 0.25% | 44 |
|
|
2025
Q1 | $1.01M | Buy |
2,888
+280
| +11% | +$98.1K | 0.25% | 45 |
|
|
2024
Q4 | $824K | Buy |
2,608
+51
| +2% | +$16.1K | 0.2% | 52 |
|
|
2024
Q3 | $703K | Buy |
2,557
+128
| +5% | +$35.2K | 0.18% | 61 |
|
|
2024
Q2 | $638K | Buy |
2,429
+188
| +8% | +$49.4K | 0.17% | 60 |
|
|
2024
Q1 | $624K | Buy |
2,241
+41
| +2% | +$11.4K | 0.18% | 64 |
|
|
2023
Q4 | $573K | Buy |
2,200
+148
| +7% | +$38.5K | 0.18% | 60 |
|
|
2023
Q3 | $472K | Buy |
2,052
+85
| +4% | +$19.5K | 0.17% | 58 |
|
|
2023
Q2 | $467K | Buy |
1,967
+130
| +7% | +$30.9K | 0.16% | 62 |
|
|
2023
Q1 | $414K | Sell |
1,837
-229
| -11% | -$51.6K | 0.15% | 65 |
|
|
2022
Q4 | $429K | Buy |
2,066
+178
| +9% | +$37K | 0.17% | 64 |
|
|
2022
Q3 | $335K | Buy |
1,888
+55
| +3% | +$9.76K | 0.16% | 64 |
|
|
2022
Q2 | $361K | Buy |
1,833
+7
| +0.4% | +$1.38K | 0.17% | 64 |
|
|
2022
Q1 | $405K | Buy |
1,826
+156
| +9% | +$34.6K | 0.2% | 55 |
|
|
2021
Q4 | $362K | Buy |
1,670
+335
| +25% | +$72.6K | 0.18% | 51 |
|
|
2021
Q3 | $297K | Buy |
1,335
+17
| +1% | +$3.78K | 0.18% | 51 |
|
|
2021
Q2 | $308K | Buy |
1,318
+79
| +6% | +$18.5K | 0.2% | 51 |
|
|
2021
Q1 | $262K | Buy |
1,239
+2
| +0.2% | +$423 | 0.18% | 52 |
|
|
2020
Q4 | $271K | Sell |
1,237
-947
| -43% | -$207K | 0.2% | 48 |
|
|
2020
Q3 | $437K | Buy |
2,184
+3
| +0.1% | +$600 | 0.37% | 34 |
|
|
2020
Q2 | $421K | Buy |
2,181
+25
| +1% | +$4.83K | 0.38% | 32 |
|
|
2020
Q1 | $347K | Sell |
2,156
-244
| -10% | -$39.3K | 0.37% | 34 |
|
|
2019
Q4 | $451K | Buy |
+2,400
| New | +$451K | 0.39% | 35 |
|