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South Plains Financial shares owned by Gradient Investments

Quarter-by-quarter ownership of South Plains Financial (SPFI) shares owned by Gradient Investments from 13F filings

Historical chart of Gradient Investments investment in South Plains Financial

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All positions including South Plains Financial held by Gradient Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in South Plains Financial by Gradient Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $251k 8.7k 28.96
2023-09-30 $229k 8.7k 26.44
2023-06-30 $195k 8.7k 22.51
2023-03-31 $186k 8.7k 21.41

More positions owned by Gradient Investments

Spdr Ser Tr Portfolio S&p500 (SPLG)
Innovator Etfs Trust Gradient Tactic (IGTR)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Doubleline Etf Trust Mortgage Etf (DMBS)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)
Microsoft Corporation (MSFT)
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)
Goldman Sachs Etf Tr Future Consumer (GBUY)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Apple (AAPL)

View all positions for Gradient Investments

Top funds holding South Plains Financial

Vanguard Group
Dimensional Fund Advisors
Polaris Capital Management
Venturi Wealth Management
John W. Rosenthal Capital Management
Bank of New York Mellon
Barclays
Arrowstreet Capital, Limited Partnership
Jpmorgan Chase & Co
PanAgora Asset Management
Martingale Asset Management
Charles Schwab Investment Management
Bank of America Corporation
Citigroup
Jacobs Levy Equity Management

View all funds holding South Plains Financial