Number of Shares
460.00
Current Holdings Value*
$15,510.00
% of Portfolio
0.82%
Total Estimate Gain
$3,236.10
% of Total Estimate Gain
20.93%

Disciplined U.S. Small Cap Equity Portfolio's South Plains Financial Inc Holding Summary

As of 2025-04-30, Disciplined U.S. Small Cap Equity Portfolio held 460.00 shares of South Plains Financial Inc(SPFI), totaling $15,510.00. This investment constitutes 0.82% of their stock portfolio, and Disciplined U.S. Small Cap Equity Portfolio now holds 0% of the outstanding South Plains Financial Inc(SPFI) stock.

The initial trade took place in 2025Q2. And since then Disciplined U.S. Small Cap Equity Portfolio has made 1 purchases of SPFI, at an average price of $33.61, for a total of 460.00 shares. Based on historical transaction data and SPFI's current price of $40.65, Disciplined U.S. Small Cap Equity Portfolio's estimated gain on his SPFI holdings is $3,236.10, reflecting a 20.93% gain to date.

Disciplined U.S. Small Cap Equity Portfolio SPFI ($40.65) Holding Chart

Disciplined U.S. Small Cap Equity Portfolio SPFI ($40.65) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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