Carson Wealth (CWM LLC)’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 | $4K | Buy |
399
+328
| +462% | +$3.29K | ﹤0.01% | 4706 |
|
|
2025
Q1 | $1K | Buy |
71
+19
| +37% | +$268 | ﹤0.01% | 4974 |
|
|
2024
Q4 | $1K | Buy |
52
+3
| +6% | +$58 | ﹤0.01% | 4794 |
|
|
2024
Q3 | $1K | Buy |
+49
| New | +$1K | ﹤0.01% | 4696 |
|
|
2023
Q3 | – | Sell |
-197
| Closed | -$2K | – | 4488 |
|
|
2023
Q2 | $2K | Buy |
197
+181
| +1,131% | +$1.84K | ﹤0.01% | 3838 |
|
|
2023
Q1 | $0 | Hold |
16
| – | – | ﹤0.01% | 4306 |
|
|
2022
Q4 | $0 | Sell |
16
-409
| -96% | – | ﹤0.01% | 4207 |
|
|
2022
Q3 | $4K | Buy |
+425
| New | +$4K | ﹤0.01% | 3207 |
|