SFC
SYM Financial Corp’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $767K | Buy |
11,062
+268
| +2% | +$18.6K | 0.09% | 77 |
|
|
2025
Q1 | $666K | Buy |
10,794
+1,654
| +18% | +$102K | 0.08% | 74 |
|
|
2024
Q4 | $541K | Buy |
9,140
+1,100
| +14% | +$65.1K | 0.07% | 87 |
|
|
2024
Q3 | $428K | Buy |
8,040
+1,111
| +16% | +$59.1K | 0.06% | 84 |
|
|
2024
Q2 | $329K | Buy |
6,929
+2,075
| +43% | +$98.6K | 0.05% | 91 |
|
|
2024
Q1 | $242K | Sell |
4,854
-2,000
| -29% | -$99.8K | 0.04% | 86 |
|
|
2023
Q4 | $346K | Buy |
+6,854
| New | +$346K | 0.06% | 66 |
|
|
2022
Q1 | – | Sell |
-4,360
| Closed | -$276K | – | 115 |
|
|
2021
Q4 | $276K | Hold |
4,360
| – | – | 0.11% | 40 |
|
|
2021
Q3 | $237K | Buy |
+4,360
| New | +$237K | 0.14% | 46 |
|
|
2021
Q1 | – | Sell |
-9,646
| Closed | -$432K | – | 78 |
|
|
2020
Q4 | $432K | Buy |
+9,646
| New | +$432K | 0.32% | 14 |
|
|
2018
Q4 | – | Sell |
-8,087
| Closed | -$393K | – | 84 |
|
|
2018
Q3 | $393K | Buy |
+8,087
| New | +$393K | 0.22% | 22 |
|