Bank of Montreal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-57,500
| Closed | -$956K | – | 3800 |
|
|
2024
Q1 | $956K | Buy |
57,500
+8,200
| +17% | +$136K | ﹤0.01% | 1779 |
|
|
2023
Q4 | $718K | Buy |
+49,300
| New | +$718K | ﹤0.01% | 1908 |
|
|
2023
Q3 | – | Sell |
-69,212
| Closed | -$696K | – | 3656 |
|
|
2023
Q2 | $696K | Buy |
+69,212
| New | +$696K | ﹤0.01% | 2049 |
|
|
2021
Q4 | – | Sell |
-60,088
| Closed | -$1.47M | – | 3626 |
|
|
2021
Q3 | $1.47M | Sell |
60,088
-3,069
| -5% | -$74.9K | ﹤0.01% | 2094 |
|
|
2021
Q2 | $1.62M | Buy |
63,157
+17,355
| +38% | +$445K | ﹤0.01% | 2063 |
|
|
2021
Q1 | $1.15M | Sell |
45,802
-13,953
| -23% | -$349K | ﹤0.01% | 1809 |
|
|
2020
Q4 | $1.44M | Buy |
59,755
+729
| +1% | +$17.6K | ﹤0.01% | 1675 |
|
|
2020
Q3 | $1.42M | Sell |
59,026
-4,872
| -8% | -$117K | ﹤0.01% | 1549 |
|
|
2020
Q2 | $782K | Buy |
+63,898
| New | +$782K | ﹤0.01% | 1758 |
|
|
2020
Q1 | – | Sell |
-1,687
| Closed | -$22K | – | 4093 |
|
|
2019
Q4 | $22K | Buy |
1,687
+423
| +33% | +$5.52K | ﹤0.01% | 3743 |
|
|
2019
Q3 | $20K | Buy |
1,264
+70
| +6% | +$1.11K | ﹤0.01% | 3599 |
|
|
2019
Q2 | $21K | Buy |
1,194
+863
| +261% | +$15.2K | ﹤0.01% | 3689 |
|
|
2019
Q1 | $6K | Sell |
331
-121
| -27% | -$2.19K | ﹤0.01% | 3590 |
|
|
2018
Q4 | $8K | Buy |
452
+59
| +15% | +$1.04K | ﹤0.01% | 3589 |
|
|
2018
Q3 | $7K | Sell |
393
-1
| -0.3% | -$18 | ﹤0.01% | 3713 |
|
|
2018
Q2 | $8K | Buy |
394
+63
| +19% | +$1.28K | ﹤0.01% | 3683 |
|
|
2018
Q1 | $9K | Hold |
331
| – | – | ﹤0.01% | 3509 |
|
|
2017
Q4 | $9K | Hold |
331
| – | – | ﹤0.01% | 3486 |
|
|
2017
Q3 | $8K | Sell |
331
-321
| -49% | -$7.76K | ﹤0.01% | 3481 |
|
|
2017
Q2 | $15K | Hold |
652
| – | – | ﹤0.01% | 3310 |
|
|
2017
Q1 | $12K | Buy |
652
+331
| +103% | +$6.09K | ﹤0.01% | 3236 |
|
|
2016
Q4 | $6K | Hold |
321
| – | – | ﹤0.01% | 3410 |
|
|
2016
Q3 | $6K | Hold |
321
| – | – | ﹤0.01% | 3412 |
|
|
2016
Q2 | $6K | Hold |
321
| – | – | ﹤0.01% | 3413 |
|
|
2016
Q1 | $6K | Hold |
321
| – | – | ﹤0.01% | 3481 |
|
|
2015
Q4 | $5K | Buy |
+321
| New | +$5K | ﹤0.01% | 3557 |
|