SF
Symphony Financial’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.03M | Buy |
12,694
+11,742
| +1,233% | +$3.73M | 0.53% | 51 |
|
|
2025
Q1 | $314K | Sell |
952
-10,107
| -91% | -$3.33M | 0.19% | 77 |
|
|
2024
Q4 | $3.58M | Buy |
11,059
+72
| +0.7% | +$23.3K | 0.56% | 49 |
|
|
2024
Q3 | $3.02M | Buy |
10,987
+264
| +2% | +$72.7K | 0.5% | 50 |
|
|
2024
Q2 | $2.86M | Buy |
10,723
+495
| +5% | +$132K | 0.52% | 48 |
|
|
2024
Q1 | $2.85M | Buy |
10,228
+158
| +2% | +$44.1K | 0.67% | 39 |
|
|
2023
Q4 | $2.67M | Buy |
10,070
+4,617
| +85% | +$1.22M | 0.57% | 45 |
|
|
2023
Q3 | $1.26M | Buy |
5,453
+1,474
| +37% | +$341K | 0.31% | 59 |
|
|
2023
Q2 | $933K | Buy |
3,979
+399
| +11% | +$93.5K | 0.23% | 86 |
|
|
2023
Q1 | $796K | Sell |
3,580
-210
| -6% | -$46.7K | 0.21% | 96 |
|
|
2022
Q4 | $808K | Buy |
3,790
+81
| +2% | +$17.3K | 0.21% | 92 |
|
|
2022
Q3 | $668K | Sell |
3,709
-33
| -0.9% | -$5.94K | 0.22% | 100 |
|
|
2022
Q2 | $746K | Sell |
3,742
-1,338
| -26% | -$267K | 0.22% | 92 |
|
|
2022
Q1 | $1.08M | Buy |
5,080
+1,566
| +45% | +$334K | 0.25% | 78 |
|
|
2021
Q4 | $778K | Buy |
3,514
+1,291
| +58% | +$286K | 0.22% | 84 |
|
|
2021
Q3 | $504K | Sell |
2,223
-1,684
| -43% | -$382K | 0.18% | 95 |
|
|
2021
Q2 | $916K | Sell |
3,907
-6,907
| -64% | -$1.62M | 0.31% | 59 |
|
|
2021
Q1 | $2.33M | Sell |
10,814
-11,895
| -52% | -$2.56M | 0.62% | 35 |
|
|
2020
Q4 | $4.95M | Buy |
22,709
+976
| +4% | +$213K | 1.77% | 15 |
|
|
2020
Q3 | $4.35M | Buy |
21,733
+1,478
| +7% | +$296K | 1.77% | 13 |
|
|
2020
Q2 | $3.91M | Buy |
20,255
+6,264
| +45% | +$1.21M | 1.89% | 11 |
|
|
2020
Q1 | $2.32M | Buy |
+13,991
| New | +$2.32M | 1.6% | 14 |
|