Advisor Group’s Stonegate Bank SGBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-228
| Closed | -$10K | – | 5062 |
|
|
2017
Q2 | $10K | Hold |
228
| – | – | ﹤0.01% | 3953 |
|
|
2017
Q1 | $10K | Hold |
228
| – | – | ﹤0.01% | 3807 |
|
|
2016
Q4 | $9K | Buy |
228
+26
| +13% | +$1.03K | ﹤0.01% | 3700 |
|
|
2016
Q3 | $6K | Sell |
202
-130
| -39% | -$3.86K | ﹤0.01% | 3851 |
|
|
2016
Q2 | $9K | Buy |
+332
| New | +$9K | ﹤0.01% | 3553 |
|