XWM
Xcel Wealth Management’s Seacoast Banking Corp of Florida SBCF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,358
| Closed | -$215K | – | 134 |
|
|
2025
Q1 | $215K | Hold |
8,358
| – | – | 0.07% | 126 |
|
|
2024
Q4 | $230K | Hold |
8,358
| – | – | 0.06% | 123 |
|
|
2024
Q3 | $223K | Buy |
+8,358
| New | +$223K | 0.07% | 120 |
|
|
2024
Q2 | – | Sell |
-8,358
| Closed | -$212K | – | 127 |
|
|
2024
Q1 | $212K | Hold |
8,358
| – | – | 0.07% | 121 |
|
|
2023
Q4 | $238K | Buy |
+8,358
| New | +$238K | 0.08% | 103 |
|
|
2023
Q1 | – | Sell |
-8,358
| Closed | -$261K | – | 133 |
|
|
2022
Q4 | $261K | Buy |
+8,358
| New | +$261K | 0.1% | 108 |
|