Ameriprise’s Star Group SGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $139K | Sell |
11,347
-5
| -0% | -$63 | ﹤0.01% | 3930 |
|
|
2025
Q4 | $134K | Sell |
11,352
-24
| -0.2% | -$284 | ﹤0.01% | 3974 |
|
|
2025
Q3 | $135K | Hold |
11,376
| – | – | ﹤0.01% | 3949 |
|
|
2025
Q2 | $133K | Sell |
11,376
-26
| -0.2% | -$320 | ﹤0.01% | 3858 |
|
|
2025
Q1 | $150K | Buy |
+11,402
| New | +$143K | ﹤0.01% | 3828 |
|
|
2024
Q2 | – | Sell |
-10,500
| Closed | -$105K | – | 3931 |
|
|
2024
Q1 | $105K | Hold |
10,500
| – | – | ﹤0.01% | 3778 |
|
|
2023
Q4 | $121K | Hold |
10,500
| – | – | ﹤0.01% | 3794 |
|
|
2023
Q3 | $126K | Hold |
10,500
| – | – | ﹤0.01% | 3766 |
|
|
2023
Q2 | $143K | Sell |
10,500
-3,495
| -25% | -$47.9K | ﹤0.01% | 3776 |
|
|
2023
Q1 | $182K | Hold |
13,995
| – | – | ﹤0.01% | 3751 |
|
|
2022
Q4 | $169K | Hold |
13,995
| – | – | ﹤0.01% | 3736 |
|
|
2022
Q3 | $114K | Hold |
13,995
| – | – | ﹤0.01% | 3808 |
|
|
2022
Q2 | $128K | Sell |
13,995
-4
| -0% | -$41 | ﹤0.01% | 3745 |
|
|
2022
Q1 | $155K | Buy |
13,999
+1,199
| +9% | +$12.5K | ﹤0.01% | 3797 |
|
|
2021
Q4 | $138K | Hold |
12,800
| – | – | ﹤0.01% | 3837 |
|
|
2021
Q3 | $130K | Sell |
12,800
-42,400
| -77% | -$459K | ﹤0.01% | 3759 |
|
|
2021
Q2 | $618K | Hold |
55,200
| – | – | ﹤0.01% | 3380 |
|
|
2021
Q1 | $585K | Hold |
55,200
| – | – | ﹤0.01% | 3341 |
|
|
2020
Q4 | $519K | Hold |
55,200
| – | – | ﹤0.01% | 3331 |
|
|
2020
Q3 | $538K | Sell |
55,200
-15,900
| -22% | -$148K | ﹤0.01% | 3218 |
|
|
2020
Q2 | $623K | Sell |
71,100
-28,600
| -29% | -$226K | ﹤0.01% | 3117 |
|
|
2020
Q1 | $768K | Buy |
99,700
+11,400
| +13% | +$99.8K | ﹤0.01% | 2943 |
|
|
2019
Q4 | $835K | Buy |
88,300
+8,800
| +11% | +$82.6K | ﹤0.01% | 3134 |
|
|
2019
Q3 | $753K | Hold |
79,500
| – | – | ﹤0.01% | 3130 |
|
|
2019
Q2 | $794K | Buy |
79,500
+25,400
| +47% | +$247K | ﹤0.01% | 3144 |
|
|
2019
Q1 | $519K | Buy |
54,100
+42,900
| +383% | +$409K | ﹤0.01% | 3280 |
|
|
2018
Q4 | $105K | Buy |
+11,200
| New | +$108K | ﹤0.01% | 3529 |
|
|
2017
Q4 | – | Sell |
-11,117
| Closed | -$126K | – | 3728 |
|
|
2017
Q3 | $126K | Buy |
+11,117
| New | +$120K | ﹤0.01% | 3586 |
|
|
2014
Q4 | – | Sell |
-500
| Closed | -$3K | – | 4292 |
|
|
2014
Q3 | $3K | Buy |
+500
| New | +$3.02K | ﹤0.01% | 5304 |
|
Other funds holding SGU
HP
BP
STA
LC
OCP
JIC
DA