SFM
Systematic Financial Management’s Strategic Education STRA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Hold |
30,820
| – | – | 0.07% | 172 |
|
|
2025
Q1 | $2.59M | Hold |
30,820
| – | – | 0.07% | 172 |
|
|
2024
Q4 | $2.88M | Buy |
30,820
+7,340
| +31% | +$686K | 0.07% | 170 |
|
|
2024
Q3 | $2.17M | Sell |
23,480
-680
| -3% | -$62.9K | 0.06% | 180 |
|
|
2024
Q2 | $2.67M | Sell |
24,160
-185
| -0.8% | -$20.5K | 0.08% | 169 |
|
|
2024
Q1 | $2.53M | Buy |
24,345
+5,115
| +27% | +$533K | 0.07% | 174 |
|
|
2023
Q4 | $1.78M | Buy |
19,230
+750
| +4% | +$69.3K | 0.05% | 177 |
|
|
2023
Q3 | $1.39M | Sell |
18,480
-1,705
| -8% | -$128K | 0.04% | 180 |
|
|
2023
Q2 | $1.37M | Sell |
20,185
-85
| -0.4% | -$5.77K | 0.04% | 178 |
|
|
2023
Q1 | $1.82M | Sell |
20,270
-6,010
| -23% | -$540K | 0.06% | 163 |
|
|
2022
Q4 | $2.06M | Buy |
26,280
+2,950
| +13% | +$231K | 0.07% | 160 |
|
|
2022
Q3 | $1.43M | Sell |
23,330
-1,700
| -7% | -$104K | 0.05% | 162 |
|
|
2022
Q2 | $1.77M | Buy |
25,030
+3,100
| +14% | +$219K | 0.06% | 157 |
|
|
2022
Q1 | $1.46M | Buy |
21,930
+11,000
| +101% | +$730K | 0.05% | 166 |
|
|
2021
Q4 | $632K | Sell |
10,930
-13,250
| -55% | -$766K | 0.02% | 186 |
|
|
2021
Q3 | $1.71M | Sell |
24,180
-38,500
| -61% | -$2.71M | 0.05% | 153 |
|
|
2021
Q2 | $4.77M | Sell |
62,680
-14,380
| -19% | -$1.09M | 0.14% | 150 |
|
|
2021
Q1 | $7.08M | Buy |
77,060
+16,040
| +26% | +$1.47M | 0.26% | 138 |
|
|
2020
Q4 | $5.82M | Buy |
61,020
+145
| +0.2% | +$13.8K | 0.26% | 141 |
|
|
2020
Q3 | $5.57M | Buy |
60,875
+60,145
| +8,239% | +$5.5M | 0.3% | 131 |
|
|
2020
Q2 | $112K | Buy |
+730
| New | +$112K | 0.01% | 484 |
|
|
2017
Q2 | – | Sell |
-23,084
| Closed | -$1.86M | – | 688 |
|
|
2017
Q1 | $1.86M | Sell |
23,084
-135
| -0.6% | -$10.9K | 0.03% | 367 |
|
|
2016
Q4 | $1.87M | Sell |
23,219
-11,730
| -34% | -$946K | 0.03% | 391 |
|
|
2016
Q3 | $1.63M | Sell |
34,949
-3,550
| -9% | -$166K | 0.02% | 478 |
|
|
2016
Q2 | $1.89M | Buy |
38,499
+2,085
| +6% | +$102K | 0.03% | 340 |
|
|
2016
Q1 | $1.78M | Sell |
36,414
-24,310
| -40% | -$1.18M | 0.02% | 381 |
|
|
2015
Q4 | $3.65M | Sell |
60,724
-12,780
| -17% | -$768K | 0.04% | 291 |
|
|
2015
Q3 | $4.04M | Buy |
73,504
+18,790
| +34% | +$1.03M | 0.04% | 302 |
|
|
2015
Q2 | $2.36M | Buy |
54,714
+15,345
| +39% | +$661K | 0.02% | 557 |
|
|
2015
Q1 | $2.1M | Buy |
39,369
+10,555
| +37% | +$564K | 0.02% | 576 |
|
|
2014
Q4 | $2.14M | Sell |
28,814
-11,235
| -28% | -$834K | 0.02% | 562 |
|
|
2014
Q3 | $2.4M | Buy |
40,049
+6,520
| +19% | +$390K | 0.02% | 414 |
|
|
2014
Q2 | $1.76M | Sell |
33,529
-6,690
| -17% | -$351K | 0.01% | 613 |
|
|
2014
Q1 | $1.87M | Sell |
40,219
-11,795
| -23% | -$548K | 0.01% | 533 |
|
|
2013
Q4 | $1.79M | Buy |
52,014
+15,440
| +42% | +$532K | 0.01% | 544 |
|
|
2013
Q3 | $1.52M | Buy |
36,574
+8,730
| +31% | +$362K | 0.01% | 451 |
|
|
2013
Q2 | $1.36M | Buy |
+27,844
| New | +$1.36M | 0.01% | 552 |
|