Buckingham Strategic Wealth’s Superior Group of Companies SGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $386K | Hold |
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|
2023
Q4 | $315K | Hold |
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|
2023
Q3 | $182K | Hold |
|
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|
2023
Q2 | $218K | Sell |
|
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|
2023
Q1 | $235K | Hold |
|
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|
2022
Q4 | $235K | Buy |
|
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|
2022
Q3 | $207K | Hold |
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|
2022
Q2 | $415K | Hold |
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|
2022
Q1 | $417K | Hold |
|
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|
2021
Q4 | $513K | Buy |
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|
2021
Q3 | $473K | Hold |
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|
2021
Q2 | $485K | Hold |
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|
2021
Q1 | $516K | Sell |
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|
2020
Q4 | $635K | Hold |
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|
2020
Q3 | $634K | Buy |
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|
2020
Q2 | $335K | Buy |
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|
2020
Q1 | $190K | Buy |
|