Buckingham Strategic Wealth’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 |
-23,361
| Closed | -$386K | – | 793 |
|
|
2024
Q1 | $386K | Hold |
23,361
| – | – | ﹤0.01% | 527 |
|
|
2023
Q4 | $315K | Hold |
23,361
| – | – | ﹤0.01% | 556 |
|
|
2023
Q3 | $182K | Hold |
23,361
| – | – | ﹤0.01% | 638 |
|
|
2023
Q2 | $218K | Sell |
23,361
-14
| -0.1% | -$131 | ﹤0.01% | 614 |
|
|
2023
Q1 | $235K | Hold |
23,375
| – | – | ﹤0.01% | 532 |
|
|
2022
Q4 | $235K | Buy |
23,375
+14
| +0.1% | +$141 | ﹤0.01% | 534 |
|
|
2022
Q3 | $207K | Hold |
23,361
| – | – | ﹤0.01% | 548 |
|
|
2022
Q2 | $415K | Hold |
23,361
| – | – | 0.01% | 407 |
|
|
2022
Q1 | $417K | Hold |
23,361
| – | – | 0.01% | 401 |
|
|
2021
Q4 | $513K | Buy |
23,361
+3,064
| +15% | +$67.3K | 0.01% | 362 |
|
|
2021
Q3 | $473K | Hold |
20,297
| – | – | 0.01% | 366 |
|
|
2021
Q2 | $485K | Hold |
20,297
| – | – | 0.01% | 367 |
|
|
2021
Q1 | $516K | Sell |
20,297
-7,007
| -26% | -$178K | 0.03% | 323 |
|
|
2020
Q4 | $635K | Hold |
27,304
| – | – | 0.03% | 279 |
|
|
2020
Q3 | $634K | Buy |
27,304
+2,281
| +9% | +$53K | 0.05% | 230 |
|
|
2020
Q2 | $335K | Buy |
25,023
+2,620
| +12% | +$35.1K | 0.03% | 292 |
|
|
2020
Q1 | $190K | Buy |
+22,403
| New | +$190K | 0.02% | 427 |
|