Allworth Financial’s Somnigroup International Inc. SGI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $17.5K | Buy |
257
+59
| +30% | +$4.01K | ﹤0.01% | 2596 |
|
2025
Q1 | $12.2K | Buy |
198
+47
| +31% | +$2.9K | ﹤0.01% | 2329 |
|
2024
Q4 | $9.16K | Sell |
151
-43
| -22% | -$2.61K | ﹤0.01% | 2472 |
|
2024
Q3 | $10.6K | Buy |
194
+62
| +47% | +$3.39K | ﹤0.01% | 2228 |
|
2024
Q2 | $6.81K | Hold |
132
| – | – | ﹤0.01% | 2381 |
|
2024
Q1 | $7.5K | Hold |
132
| – | – | ﹤0.01% | 2228 |
|
2023
Q4 | $6.73K | Sell |
132
-6
| -4% | -$306 | ﹤0.01% | 2143 |
|
2023
Q3 | $5.98K | Buy |
138
+76
| +123% | +$3.29K | ﹤0.01% | 2035 |
|
2023
Q2 | $2.49K | Hold |
62
| – | – | ﹤0.01% | 2390 |
|
2023
Q1 | $2.45K | Hold |
62
| – | – | ﹤0.01% | 2327 |
|
2022
Q4 | $2.13K | Buy |
62
+7
| +13% | +$240 | ﹤0.01% | 2223 |
|
2022
Q3 | $1K | Buy |
55
+34
| +162% | +$618 | ﹤0.01% | 2560 |
|
2022
Q2 | $0 | Buy |
+21
| New | – | ﹤0.01% | 2887 |
|
2021
Q4 | – | Sell |
-244
| Closed | -$11K | – | 2150 |
|
2021
Q3 | $11K | Buy |
+244
| New | +$11K | ﹤0.01% | 1320 |
|