Venturi Wealth Management’s South Plains Financial SPFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Sell |
71,377
-1,908
| -3% | -$68.8K | 0.13% | 102 |
|
|
2025
Q1 | $2.43M | Sell |
73,285
-1,812
| -2% | -$60K | 0.13% | 96 |
|
|
2024
Q4 | $2.61M | Sell |
75,097
-3,453
| -4% | -$120K | 0.13% | 97 |
|
|
2024
Q3 | $2.66M | Sell |
78,550
-5,818
| -7% | -$197K | 0.14% | 85 |
|
|
2024
Q2 | $2.28M | Sell |
84,368
-12,573
| -13% | -$339K | 0.13% | 94 |
|
|
2024
Q1 | $2.59M | Sell |
96,941
-3,586
| -4% | -$96K | 0.17% | 77 |
|
|
2023
Q4 | $2.91M | Hold |
100,527
| – | – | 0.21% | 71 |
|
|
2023
Q3 | $2.66M | Buy |
+100,527
| New | +$2.66M | 0.21% | 71 |
|
|
2023
Q2 | – | Sell |
-100,527
| Closed | -$2.15M | – | 1243 |
|
|
2023
Q1 | $2.15M | Hold |
100,527
| – | – | 0.18% | 81 |
|
|
2022
Q4 | $2.77M | Hold |
100,527
| – | – | 0.24% | 70 |
|
|
2022
Q3 | $2.77M | Hold |
100,527
| – | – | 0.27% | 63 |
|
|
2022
Q2 | $2.43M | Hold |
100,527
| – | – | 0.22% | 67 |
|
|
2022
Q1 | $2.67M | Hold |
100,527
| – | – | 0.2% | 66 |
|
|
2021
Q4 | $2.8M | Sell |
100,527
-82,582
| -45% | -$2.3M | 0.21% | 74 |
|
|
2021
Q3 | $4.46M | Sell |
183,109
-17,271
| -9% | -$421K | 0.37% | 51 |
|
|
2021
Q2 | $4.64M | Sell |
200,380
-6,800
| -3% | -$157K | 0.41% | 46 |
|
|
2021
Q1 | $4.71M | Buy |
207,180
+142,470
| +220% | +$3.24M | 0.45% | 50 |
|
|
2020
Q4 | $1.23M | Buy |
+64,710
| New | +$1.23M | 0.13% | 119 |
|