SYM Financial Corp’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
3,166
+638
| +25% | +$226K | 0.13% | 52 |
|
|
2025
Q1 | $886K | Buy |
2,528
+334
| +15% | +$117K | 0.11% | 58 |
|
|
2024
Q4 | $693K | Buy |
2,194
+503
| +30% | +$159K | 0.09% | 67 |
|
|
2024
Q3 | $465K | Buy |
1,691
+196
| +13% | +$53.9K | 0.06% | 75 |
|
|
2024
Q2 | $392K | Buy |
1,495
+280
| +23% | +$73.5K | 0.06% | 71 |
|
|
2024
Q1 | $339K | Buy |
1,215
+92
| +8% | +$25.7K | 0.06% | 67 |
|
|
2023
Q4 | $292K | Buy |
+1,123
| New | +$292K | 0.05% | 76 |
|
|
2018
Q4 | – | Sell |
-2,278
| Closed | -$342K | – | 99 |
|
|
2018
Q3 | $342K | Buy |
+2,278
| New | +$342K | 0.19% | 24 |
|