Clearstead Advisors’s Silvercrest Asset Management SAMG Stock Holding History

Clearstead Advisors’s Portfolio SAMG Stock Details SAMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$360K	Buy
2025 Q1	$215K	Hold
2024 Q4	$242K	Sell
2024 Q3	$382K	Buy
2024 Q2	$199K	Buy