SFM
Systematic Financial Management’s Stride LRN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53M | Sell |
364,850
-8,224
| -2% | -$1.19M | 1.41% | 10 |
|
|
2025
Q1 | $47.2M | Sell |
373,074
-15,977
| -4% | -$2.02M | 1.34% | 10 |
|
|
2024
Q4 | $40.4M | Sell |
389,051
-19,951
| -5% | -$2.07M | 1.03% | 21 |
|
|
2024
Q3 | $34.9M | Buy |
409,002
+1,281
| +0.3% | +$109K | 0.89% | 28 |
|
|
2024
Q2 | $28.7M | Sell |
407,721
-39,305
| -9% | -$2.77M | 0.87% | 30 |
|
|
2024
Q1 | $28.2M | Buy |
447,026
+1,382
| +0.3% | +$87.1K | 0.79% | 43 |
|
|
2023
Q4 | $26.5M | Sell |
445,644
-61,018
| -12% | -$3.62M | 0.78% | 47 |
|
|
2023
Q3 | $22.8M | Sell |
506,662
-10,249
| -2% | -$462K | 0.73% | 52 |
|
|
2023
Q2 | $19.2M | Sell |
516,911
-13,003
| -2% | -$484K | 0.61% | 69 |
|
|
2023
Q1 | $20.8M | Sell |
529,914
-9,036
| -2% | -$355K | 0.68% | 56 |
|
|
2022
Q4 | $16.9M | Buy |
538,950
+28,804
| +6% | +$901K | 0.55% | 87 |
|
|
2022
Q3 | $21.4M | Sell |
510,146
-12,614
| -2% | -$530K | 0.78% | 42 |
|
|
2022
Q2 | $21.3M | Sell |
522,760
-65,737
| -11% | -$2.68M | 0.74% | 48 |
|
|
2022
Q1 | $21.4M | Buy |
588,497
+57,237
| +11% | +$2.08M | 0.67% | 71 |
|
|
2021
Q4 | $17.7M | Sell |
531,260
-21,945
| -4% | -$731K | 0.53% | 91 |
|
|
2021
Q3 | $19.9M | Buy |
553,205
+20,278
| +4% | +$729K | 0.62% | 80 |
|
|
2021
Q2 | $17.1M | Buy |
532,927
+31,332
| +6% | +$1.01M | 0.52% | 91 |
|
|
2021
Q1 | $15.1M | Sell |
501,595
-43,550
| -8% | -$1.31M | 0.55% | 88 |
|
|
2020
Q4 | $11.6M | Buy |
545,145
+222,185
| +69% | +$4.72M | 0.51% | 92 |
|
|
2020
Q3 | $8.51M | Sell |
322,960
-532,675
| -62% | -$14M | 0.47% | 100 |
|
|
2020
Q2 | $23.3M | Buy |
855,635
+10,608
| +1% | +$289K | 1.21% | 8 |
|
|
2020
Q1 | $15.9M | Buy |
845,027
+179,145
| +27% | +$3.38M | 0.98% | 25 |
|
|
2019
Q4 | $13.6M | Buy |
665,882
+334,448
| +101% | +$6.81M | 0.53% | 90 |
|
|
2019
Q3 | $8.75M | Buy |
331,434
+116,306
| +54% | +$3.07M | 0.39% | 111 |
|
|
2019
Q2 | $6.54M | Sell |
215,128
-29,725
| -12% | -$904K | 0.25% | 124 |
|
|
2019
Q1 | $8.36M | Sell |
244,853
-61,344
| -20% | -$2.09M | 0.29% | 122 |
|
|
2018
Q4 | $7.59M | Buy |
306,197
+50,259
| +20% | +$1.25M | 0.23% | 167 |
|
|
2018
Q3 | $4.53M | Buy |
255,938
+170,201
| +199% | +$3.01M | 0.11% | 241 |
|
|
2018
Q2 | $1.4M | Sell |
85,737
-2,060
| -2% | -$33.7K | 0.03% | 400 |
|
|
2018
Q1 | $1.25M | Buy |
87,797
+12,270
| +16% | +$174K | 0.03% | 504 |
|
|
2017
Q4 | $1.2M | Sell |
75,527
-5,775
| -7% | -$91.8K | 0.02% | 511 |
|
|
2017
Q3 | $1.45M | Sell |
81,302
-4,380
| -5% | -$78.1K | 0.03% | 458 |
|
|
2017
Q2 | $1.54M | Sell |
85,682
-168,405
| -66% | -$3.02M | 0.03% | 520 |
|
|
2017
Q1 | $4.87M | Sell |
254,087
-18,810
| -7% | -$360K | 0.09% | 254 |
|
|
2016
Q4 | $4.68M | Buy |
272,897
+1,535
| +0.6% | +$26.3K | 0.07% | 284 |
|
|
2016
Q3 | $3.89M | Sell |
271,362
-96,730
| -26% | -$1.39M | 0.05% | 292 |
|
|
2016
Q2 | $4.6M | Buy |
368,092
+36,130
| +11% | +$451K | 0.06% | 259 |
|
|
2016
Q1 | $3.28M | Buy |
331,962
+208,910
| +170% | +$2.07M | 0.04% | 297 |
|
|
2015
Q4 | $1.08M | Sell |
123,052
-37,750
| -23% | -$332K | 0.01% | 549 |
|
|
2015
Q3 | $2M | Sell |
160,802
-12,440
| -7% | -$155K | 0.02% | 481 |
|
|
2015
Q2 | $2.19M | Buy |
173,242
+33,360
| +24% | +$422K | 0.02% | 594 |
|
|
2015
Q1 | $2.2M | Sell |
139,882
-41,215
| -23% | -$648K | 0.02% | 557 |
|
|
2014
Q4 | $2.15M | Buy |
181,097
+53,720
| +42% | +$637K | 0.02% | 559 |
|
|
2014
Q3 | $2.03M | Buy |
127,377
+48,430
| +61% | +$773K | 0.01% | 587 |
|
|
2014
Q2 | $1.9M | Sell |
78,947
-5,510
| -7% | -$133K | 0.01% | 521 |
|
|
2014
Q1 | $1.91M | Sell |
84,457
-14,455
| -15% | -$327K | 0.01% | 478 |
|
|
2013
Q4 | $2.15M | Buy |
98,912
+51,400
| +108% | +$1.12M | 0.02% | 385 |
|
|
2013
Q3 | $1.47M | Sell |
47,512
-1,330
| -3% | -$41.1K | 0.01% | 519 |
|
|
2013
Q2 | $1.28M | Buy |
+48,842
| New | +$1.28M | 0.01% | 577 |
|