Aegis Financial’s Solitario Resources XPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $411K | Hold |
632,458
| – | – | 0.24% | 21 |
|
2025
Q1 | $379K | Hold |
632,458
| – | – | 0.32% | 19 |
|
2024
Q4 | $376K | Hold |
632,458
| – | – | 0.32% | 20 |
|
2024
Q3 | $443K | Hold |
632,458
| – | – | 0.38% | 18 |
|
2024
Q2 | $560K | Hold |
632,458
| – | – | 0.54% | 18 |
|
2024
Q1 | $379K | Hold |
632,458
| – | – | 0.32% | 23 |
|
2023
Q4 | $354K | Sell |
632,458
-2,009
| -0.3% | -$1.13K | 0.21% | 28 |
|
2023
Q3 | $346K | Hold |
634,467
| – | – | 0.21% | 28 |
|
2023
Q2 | $365K | Hold |
634,467
| – | – | 0.25% | 28 |
|
2023
Q1 | $420K | Buy |
634,467
+5,783
| +0.9% | +$3.83K | 0.33% | 24 |
|
2022
Q4 | $390K | Buy |
+628,684
| New | +$390K | 0.34% | 24 |
|
2018
Q3 | $223K | Buy |
+636,715
| New | +$223K | 0.37% | 20 |
|