Brookstone Capital Management’s Southern Copper SCCO Stock Holding History

Brookstone Capital Management’s Portfolio SCCO Stock Details SCCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.96M	Buy	+16,995	New	+$3.09M	0.03%	422
2024 Q4	–	Sell	-3,236	Closed	-$352K	–	1047
2024 Q3	$352K	Buy	3,236 +128	+4%	+$12.6K	0.01%	787
2024 Q2	$320K	Buy	+3,108	New	+$331K	0.01%	771
2022 Q3	–	Sell	-12,932	Closed	-$613K	–	826
2022 Q2	$613K	Buy	+12,932	New	+$747K	0.01%	531
2022 Q1	–	Sell	-3,484	Closed	-$208K	–	839
2021 Q4	$208K	Buy	+3,484	New	+$194K	﹤0.01%	710
2021 Q2	–	Sell	-3,737	Closed	-$235K	–	748
2021 Q1	$235K	Buy	+3,737	New	+$249K	0.01%	442

Other funds holding SCCO

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Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return