TFA
Transamerica Financial Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
14,808
-4,018
| -21% | -$279K | 0.1% | 141 |
|
|
2025
Q1 | $1.16M | Sell |
18,826
-3,602
| -16% | -$222K | 0.12% | 139 |
|
|
2024
Q4 | $1.33M | Sell |
22,428
-4,889
| -18% | -$289K | 0.13% | 130 |
|
|
2024
Q3 | $1.45M | Sell |
27,317
-2,483
| -8% | -$132K | 0.14% | 126 |
|
|
2024
Q2 | $1.42M | Hold |
29,800
| – | – | 0.15% | 114 |
|
|
2024
Q1 | $1.49M | Sell |
29,800
-7,294
| -20% | -$364K | 0.15% | 119 |
|
|
2023
Q4 | $1.87M | Sell |
37,094
-17,659
| -32% | -$892K | 0.26% | 60 |
|
|
2023
Q3 | $2.94M | Sell |
54,753
-9,970
| -15% | -$536K | 0.4% | 39 |
|
|
2023
Q2 | $3.35M | Sell |
64,723
-475
| -0.7% | -$24.6K | 0.43% | 41 |
|
|
2023
Q1 | $3.41M | Buy |
65,198
+24,795
| +61% | +$1.3M | 0.45% | 39 |
|
|
2022
Q4 | $1.93M | Buy |
40,403
+3,329
| +9% | +$159K | 0.27% | 68 |
|
|
2022
Q3 | $1.48M | Buy |
37,074
+10,910
| +42% | +$436K | 0.22% | 76 |
|
|
2022
Q2 | $1.12M | Buy |
26,164
+26,152
| +217,933% | +$1.12M | 0.16% | 97 |
|
|
2022
Q1 | $1K | Hold |
12
| – | – | 0.04% | 67 |
|
|
2021
Q4 | $1K | Hold |
12
| – | – | 0.03% | 77 |
|
|
2021
Q3 | $1K | Sell |
12
-6
| -33% | -$500 | 0.03% | 76 |
|
|
2021
Q2 | $1K | Buy |
18
+3
| +20% | +$167 | 0.02% | 102 |
|
|
2021
Q1 | $1K | Hold |
15
| – | – | 0.02% | 133 |
|
|
2020
Q4 | $1K | Sell |
15
-11
| -42% | -$733 | 0.02% | 127 |
|
|
2020
Q3 | $1K | Sell |
26
-6,216
| -100% | -$239K | 0.02% | 142 |
|
|
2020
Q2 | $292K | Buy |
+6,242
| New | +$292K | 0.06% | 126 |
|
|
2020
Q1 | – | Sell |
-5
| Closed | -$1K | – | 122 |
|
|
2019
Q4 | $1K | Buy |
+5
| New | +$1K | 0.01% | 88 |
|
|
2019
Q3 | – | Sell |
-19,350
| Closed | -$1.06M | – | 164 |
|
|
2019
Q2 | $1.06M | Buy |
+19,350
| New | +$1.06M | 0.23% | 87 |
|
|
2019
Q1 | – | Sell |
-19,333
| Closed | -$838K | – | 154 |
|
|
2018
Q4 | $838K | Sell |
19,333
-4,878
| -20% | -$211K | 0.22% | 82 |
|
|
2018
Q3 | $1.18M | Buy |
24,211
+238
| +1% | +$11.6K | 0.25% | 87 |
|
|
2018
Q2 | $1.03M | Sell |
23,973
-193,197
| -89% | -$8.32M | 0.23% | 90 |
|
|
2018
Q1 | $9.32M | Sell |
217,170
-11,258
| -5% | -$483K | 1.38% | 11 |
|
|
2017
Q4 | $8.75M | Sell |
228,428
-3,077
| -1% | -$118K | 1.16% | 13 |
|
|
2017
Q3 | $7.79M | Sell |
231,505
-6,197
| -3% | -$208K | 0.96% | 25 |
|
|
2017
Q2 | $7.44M | Buy |
237,702
+175,308
| +281% | +$5.49M | 1.01% | 28 |
|
|
2017
Q1 | $2.11M | Buy |
62,394
+265
| +0.4% | +$8.96K | 0.25% | 111 |
|
|
2016
Q4 | $1.88M | Buy |
62,129
+859
| +1% | +$26K | 0.22% | 118 |
|
|
2016
Q3 | $1.94M | Buy |
61,270
+5,296
| +9% | +$168K | 0.21% | 118 |
|
|
2016
Q2 | $1.61M | Sell |
55,974
-35,606
| -39% | -$1.02M | 0.16% | 127 |
|
|
2016
Q1 | $2.61M | Sell |
91,580
-1,083
| -1% | -$30.8K | 0.22% | 101 |
|
|
2015
Q4 | $2.52M | Buy |
92,663
+2,622
| +3% | +$71.2K | 0.18% | 106 |
|
|
2015
Q3 | $2.36M | Buy |
90,041
+18,381
| +26% | +$483K | 0.19% | 96 |
|
|
2015
Q2 | $1.97M | Buy |
71,660
+1,707
| +2% | +$46.9K | 0.14% | 120 |
|
|
2015
Q1 | $1.93M | Buy |
69,953
+8,255
| +13% | +$227K | 0.13% | 129 |
|
|
2014
Q4 | $1.72M | Buy |
61,698
+5,994
| +11% | +$167K | 0.13% | 96 |
|
|
2014
Q3 | $1.4M | Buy |
55,704
+30,864
| +124% | +$777K | 0.13% | 97 |
|
|
2014
Q2 | $618K | Buy |
24,840
+799
| +3% | +$19.9K | 0.05% | 158 |
|
|
2014
Q1 | $539K | Buy |
24,041
+15,226
| +173% | +$341K | 0.05% | 146 |
|
|
2013
Q4 | $198K | Sell |
8,815
-18,297
| -67% | -$411K | 0.02% | 247 |
|
|
2013
Q3 | $636K | Sell |
27,112
-979
| -3% | -$23K | 0.08% | 128 |
|
|
2013
Q2 | $684K | Buy |
+28,091
| New | +$684K | 0.11% | 98 |
|