Aegis Financial’s Superior Group of Companies SGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-306,882
| Closed | -$5.07M | – | 27 |
|
|
2024
Q1 | $5.07M | Sell |
306,882
-114,154
| -27% | -$1.89M | 4.3% | 9 |
|
|
2023
Q4 | $5.68M | Buy |
421,036
+40,749
| +11% | +$550K | 3.44% | 11 |
|
|
2023
Q3 | $2.96M | Buy |
380,287
+147,929
| +64% | +$1.15M | 1.8% | 16 |
|
|
2023
Q2 | $2.17M | Buy |
+232,358
| New | +$2.17M | 1.51% | 21 |
|