Clearstead Advisors’s Silvercrest Asset Management SAMG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$360K	Buy	22,712 +9,576	+73%	+$152K	0.01%	701
2025 Q1	$215K	Hold	13,136	–	–	﹤0.01%	808
2024 Q4	$242K	Sell	13,136 -9,041	-41%	-$166K	﹤0.01%	795
2024 Q3	$382K	Buy	22,177 +9,381	+73%	+$162K	0.01%	641
2024 Q2	$199K	Buy	+12,796	New	+$199K	﹤0.01%	818