Bailard’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,168
| Closed | -$284K | – | 832 |
|
|
2024
Q4 | $284K | Sell |
17,168
-2,700
| -14% | -$44.6K | 0.01% | 588 |
|
|
2024
Q3 | $308K | Buy |
+19,868
| New | +$308K | 0.01% | 566 |
|
|
2024
Q2 | – | Sell |
-11,900
| Closed | -$197K | – | 803 |
|
|
2024
Q1 | $197K | Buy |
+11,900
| New | +$197K | 0.01% | 696 |
|
|
2021
Q2 | – | Sell |
-8,229
| Closed | -$209K | – | 754 |
|
|
2021
Q1 | $209K | Buy |
+8,229
| New | +$209K | 0.01% | 654 |
|
|
2020
Q4 | – | Sell |
-9,163
| Closed | -$213K | – | 675 |
|
|
2020
Q3 | $213K | Sell |
9,163
-2,900
| -24% | -$67.4K | 0.01% | 454 |
|
|
2020
Q2 | $162K | Buy |
+12,063
| New | +$162K | 0.01% | 451 |
|