Clearstead Advisors’s Somnigroup International SGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.6K | Sell |
238
-914
| -79% | -$79.3K | ﹤0.01% | 1478 |
|
|
2025
Q4 | $103K | Buy |
1,152
+481
| +72% | +$42K | ﹤0.01% | 1124 |
|
|
2025
Q3 | $56.6K | Buy |
671
+2
| +0.3% | +$158 | ﹤0.01% | 1242 |
|
|
2025
Q2 | $45.5K | Buy |
669
+326
| +95% | +$20.5K | ﹤0.01% | 1317 |
|
|
2025
Q1 | $20.6K | Sell |
343
-100
| -23% | -$6.05K | ﹤0.01% | 1419 |
|
|
2024
Q4 | $25.1K | Buy |
443
+101
| +30% | +$5.39K | ﹤0.01% | 1320 |
|
|
2024
Q3 | $18.7K | Hold |
342
| – | – | ﹤0.01% | 1440 |
|
|
2024
Q2 | $16.2K | Buy |
342
+176
| +106% | +$8.91K | ﹤0.01% | 1437 |
|
|
2024
Q1 | $8.78K | Buy |
166
+1
| +0.6% | +$52 | ﹤0.01% | 1080 |
|
|
2023
Q4 | $8.42K | Sell |
165
-165
| -50% | -$7K | ﹤0.01% | 1088 |
|
|
2023
Q3 | $14.3K | Buy |
330
+166
| +101% | +$7.36K | ﹤0.01% | 1070 |
|
|
2023
Q2 | $6.59K | Hold |
164
| – | – | ﹤0.01% | 1021 |
|
|
2023
Q1 | $6.47K | Buy |
164
+1
| +0.6% | +$40 | ﹤0.01% | 999 |
|
|
2022
Q4 | $5.61K | Hold |
163
| – | – | ﹤0.01% | 971 |
|
|
2022
Q3 | $4K | Buy |
163
+1
| +0.6% | +$26 | ﹤0.01% | 1013 |
|
|
2022
Q2 | $3K | Hold |
162
| – | – | ﹤0.01% | 1081 |
|
|
2022
Q1 | $5K | Buy |
162
+1
| +0.6% | +$37 | ﹤0.01% | 1091 |
|
|
2021
Q4 | $8K | Hold |
161
| – | – | ﹤0.01% | 953 |
|
|
2021
Q3 | $7K | Hold |
161
| – | – | ﹤0.01% | 992 |
|
|
2021
Q2 | $6K | Buy |
161
+1
| +0.6% | +$38 | ﹤0.01% | 870 |
|
|
2021
Q1 | $6K | Hold |
160
| – | – | ﹤0.01% | 857 |
|
|
2020
Q4 | $4K | Hold |
160
| – | – | ﹤0.01% | 840 |
|
|
2020
Q3 | $4K | Hold |
160
| – | – | ﹤0.01% | 776 |
|
|
2020
Q2 | $3K | Hold |
160
| – | – | ﹤0.01% | 726 |
|
|
2020
Q1 | $2K | Buy |
+160
| New | +$3.04K | ﹤0.01% | 741 |
|
Other funds holding SGI
VCM
LP
VPM
WPL
BW
ACM