BFA
SCG
Bragg Financial Advisors’s Scana SCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-6,141
| Closed | -$244K | – | 261 |
|
|
2017
Q4 | $244K | Sell |
6,141
-2,727
| -31% | -$108K | 0.04% | 244 |
|
|
2017
Q3 | $430K | Hold |
8,868
| – | – | 0.07% | 205 |
|
|
2017
Q2 | $594K | Buy |
+8,868
| New | +$594K | 0.09% | 187 |
|
|
2017
Q1 | – | Sell |
-4,941
| Closed | -$362K | – | 261 |
|
|
2016
Q4 | $362K | Buy |
4,941
+1,000
| +25% | +$73.3K | 0.06% | 223 |
|
|
2016
Q3 | $285K | Hold |
3,941
| – | – | 0.05% | 228 |
|
|
2016
Q2 | $298K | Hold |
3,941
| – | – | 0.05% | 227 |
|
|
2016
Q1 | $276K | Buy |
3,941
+100
| +3% | +$7K | 0.05% | 227 |
|
|
2015
Q4 | $232K | Buy |
+3,841
| New | +$232K | 0.05% | 225 |
|
|
2015
Q2 | – | Sell |
-3,841
| Closed | -$211K | – | 235 |
|
|
2015
Q1 | $211K | Hold |
3,841
| – | – | 0.05% | 223 |
|
|
2014
Q4 | $232K | Buy |
+3,841
| New | +$232K | 0.06% | 215 |
|
|
2014
Q3 | – | Sell |
-4,396
| Closed | -$237K | – | 232 |
|
|
2014
Q2 | $237K | Hold |
4,396
| – | – | 0.06% | 217 |
|
|
2014
Q1 | $226K | Hold |
4,396
| – | – | 0.06% | 222 |
|
|
2013
Q4 | $206K | Hold |
4,396
| – | – | 0.05% | 229 |
|
|
2013
Q3 | $202K | Sell |
4,396
-305
| -6% | -$14K | 0.05% | 229 |
|
|
2013
Q2 | $231K | Buy |
+4,701
| New | +$231K | 0.06% | 212 |
|