SFM
Systematic Financial Management’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.82M | Sell |
192,350
-9,347
| -5% | -$380K | 0.21% | 134 |
|
|
2025
Q1 | $8.26M | Sell |
201,697
-45,480
| -18% | -$1.86M | 0.24% | 128 |
|
|
2024
Q4 | $14.2M | Buy |
247,177
+17,612
| +8% | +$1.01M | 0.36% | 115 |
|
|
2024
Q3 | $19.1M | Buy |
229,565
+20,695
| +10% | +$1.72M | 0.49% | 89 |
|
|
2024
Q2 | $16.4M | Buy |
208,870
+16,351
| +8% | +$1.28M | 0.5% | 89 |
|
|
2024
Q1 | $19.3M | Buy |
192,519
+9,408
| +5% | +$942K | 0.54% | 84 |
|
|
2023
Q4 | $17.4M | Buy |
183,111
+18,112
| +11% | +$1.72M | 0.51% | 86 |
|
|
2023
Q3 | $17.2M | Sell |
164,999
-5,231
| -3% | -$545K | 0.55% | 82 |
|
|
2023
Q2 | $20.6M | Sell |
170,230
-6,966
| -4% | -$842K | 0.65% | 59 |
|
|
2023
Q1 | $19.6M | Sell |
177,196
-7,046
| -4% | -$780K | 0.64% | 70 |
|
|
2022
Q4 | $18.6M | Sell |
184,242
-10,268
| -5% | -$1.04M | 0.61% | 69 |
|
|
2022
Q3 | $18.6M | Sell |
194,510
-10,144
| -5% | -$970K | 0.68% | 59 |
|
|
2022
Q2 | $20.3M | Sell |
204,654
-3,553
| -2% | -$353K | 0.71% | 56 |
|
|
2022
Q1 | $21.9M | Buy |
208,207
+1,273
| +0.6% | +$134K | 0.68% | 66 |
|
|
2021
Q4 | $22.7M | Buy |
206,934
+41,670
| +25% | +$4.58M | 0.67% | 67 |
|
|
2021
Q3 | $19.8M | Buy |
165,264
+14,621
| +10% | +$1.75M | 0.61% | 82 |
|
|
2021
Q2 | $20.6M | Buy |
150,643
+49,297
| +49% | +$6.75M | 0.62% | 78 |
|
|
2021
Q1 | $13.5M | Buy |
101,346
+6,097
| +6% | +$814K | 0.5% | 98 |
|
|
2020
Q4 | $9.08M | Buy |
95,249
+32,312
| +51% | +$3.08M | 0.4% | 113 |
|
|
2020
Q3 | $5.94M | Sell |
62,937
-883
| -1% | -$83.3K | 0.32% | 125 |
|
|
2020
Q2 | $5.91M | Buy |
+63,820
| New | +$5.91M | 0.31% | 125 |
|