Cannon Financial Strategists’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124K | Sell |
11,992
-1,814
| -13% | -$18.7K | 0.02% | 98 |
|
|
2025
Q1 | $151K | Hold |
13,806
| – | – | 0.03% | 95 |
|
|
2024
Q4 | $228K | Hold |
13,806
| – | – | 0.04% | 90 |
|
|
2024
Q3 | $214K | Hold |
13,806
| – | – | 0.04% | 93 |
|
|
2024
Q2 | $261K | Hold |
13,806
| – | – | 0.05% | 78 |
|
|
2024
Q1 | $228K | Hold |
13,806
| – | – | 0.04% | 85 |
|
|
2023
Q4 | $186K | Hold |
13,806
| – | – | 0.04% | 89 |
|
|
2023
Q3 | $107K | Sell |
13,806
-77,694
| -85% | -$604K | 0.03% | 83 |
|
|
2023
Q2 | $855K | Buy |
91,500
+21,116
| +30% | +$197K | 0.23% | 41 |
|
|
2023
Q1 | $554K | Hold |
70,384
| – | – | 0.19% | 44 |
|
|
2022
Q4 | $708K | Hold |
70,384
| – | – | 0.26% | 35 |
|
|
2022
Q3 | $625K | Hold |
70,384
| – | – | 0.25% | 39 |
|
|
2022
Q2 | $1.25M | Buy |
70,384
+8,500
| +14% | +$151K | 0.48% | 24 |
|
|
2022
Q1 | $1.1M | Hold |
61,884
| – | – | 0.4% | 25 |
|
|
2021
Q4 | $1.36M | Buy |
61,884
+3,830
| +7% | +$84K | 0.49% | 22 |
|
|
2021
Q3 | $1.35M | Hold |
58,054
| – | – | 0.52% | 21 |
|
|
2021
Q2 | $1.39M | Buy |
58,054
+7,000
| +14% | +$167K | 0.55% | 21 |
|
|
2021
Q1 | $1.3M | Sell |
51,054
-12,964
| -20% | -$330K | 0.56% | 21 |
|
|
2020
Q4 | $1.49M | Buy |
64,018
+4,205
| +7% | +$97.7K | 0.72% | 21 |
|
|
2020
Q3 | $1.39M | Hold |
59,813
| – | – | 0.76% | 21 |
|
|
2020
Q2 | $801K | Buy |
59,813
+7,000
| +13% | +$93.8K | 0.48% | 27 |
|
|
2020
Q1 | $447K | Buy |
+52,813
| New | +$447K | 0.33% | 29 |
|