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Zhang Financial’s Steelcase SCS Stock Holding History

Zhang Financial’s Portfolio SCS Stock Details SCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$118K Buy
2025
Q1
$124K Buy
2024
Q4
$122K Sell
2024
Q3
$144K Sell
2024
Q2
$279K Hold
2024
Q1
$282K Hold
2023
Q4
$291K Hold
2023
Q3
$241K Sell
2023
Q2
$189K Sell
2023
Q1
$215K Hold
2022
Q4
$181K Hold
2022
Q3
$166K Sell
2022
Q2
$295K Hold
2022
Q1
$329K Hold
2021
Q4
$323K Hold
2021
Q3
$349K Hold
2021
Q2
$416K Sell
2021
Q1
$425K Hold
2020
Q4
$400K Sell
2020
Q3
$304K Sell
2020
Q2
$441K Hold
2020
Q1
$361K Sell
2019
Q4
$768K Hold
2019
Q3
$691K Sell
2019
Q2
$693K Hold
2019
Q1
$590K Hold
2018
Q4
$601K Sell
2018
Q3
$743K Sell
2018
Q2
$581K Hold
2018
Q1
$576K Hold
2017
Q4
$646K Sell
2017
Q3
$660K Sell
2017
Q2
$614K Buy
2017
Q1
$646K Sell
2016
Q4
$727K Buy
2016
Q3
$616K Sell
2016
Q2
$629K Buy
2016
Q1
$687K Hold
2015
Q4
$687K Sell
2015
Q3
$903K Hold
2015
Q2
$928K Sell
2015
Q1
$948K Sell
2014
Q4
$917K Sell
2014
Q3
$843K Sell
2014
Q2
$803K Hold
2014
Q1
$882K Sell
2013
Q4
$858K Sell
2013
Q3
$915K Sell
2013
Q2
$818K Buy
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds Fund Manager Portfolios Gain insights from the world's largest funds and super investors
Price Target Consensus See what stocks research analysts are collectively bullish/bearish on Latest Ratings Feed Explore the latest ratings and price targets from the best equity research analysts Equity Analyst Profiles Browse analysts, their latest ratings and track record Research Firm Profiles Browse research firm recommendations, trends, and performance
Fund Manager Index Stock index based on fund manager consensus updated each quarter Analyst Index COMING SOON - Stock index based on equity analyst consensus updated every second

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