Ancora Advisors’s Silvercrest Asset Management SAMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Sell |
158,374
-1,396
| -0.9% | -$22.1K | 0.05% | 255 |
|
|
2025
Q1 | $2.61M | Sell |
159,770
-3,135
| -2% | -$51.3K | 0.06% | 243 |
|
|
2024
Q4 | $3M | Sell |
162,905
-515
| -0.3% | -$9.47K | 0.07% | 220 |
|
|
2024
Q3 | $2.82M | Hold |
163,420
| – | – | 0.06% | 229 |
|
|
2024
Q2 | $2.55M | Buy |
163,420
+8,892
| +6% | +$139K | 0.06% | 235 |
|
|
2024
Q1 | $2.44M | Buy |
154,528
+8,245
| +6% | +$130K | 0.06% | 243 |
|
|
2023
Q4 | $2.49M | Buy |
146,283
+16,810
| +13% | +$286K | 0.06% | 236 |
|
|
2023
Q3 | $2.05M | Buy |
129,473
+6,949
| +6% | +$110K | 0.05% | 240 |
|
|
2023
Q2 | $2.48M | Hold |
122,524
| – | – | 0.07% | 216 |
|
|
2023
Q1 | $2.23M | Buy |
122,524
+10,009
| +9% | +$182K | 0.06% | 225 |
|
|
2022
Q4 | $2.11M | Sell |
112,515
-1,219
| -1% | -$22.9K | 0.06% | 244 |
|
|
2022
Q3 | $1.86M | Buy |
113,734
+6,164
| +6% | +$101K | 0.06% | 244 |
|
|
2022
Q2 | $1.77M | Hold |
107,570
| – | – | 0.05% | 272 |
|
|
2022
Q1 | $2.2M | Buy |
107,570
+9,248
| +9% | +$189K | 0.05% | 260 |
|
|
2021
Q4 | $1.69M | Buy |
+98,322
| New | +$1.69M | 0.04% | 304 |
|