Commonwealth Equity Services’s Star Group SGU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $405K | Buy |
34,597
+101
| +0.3% | +$1.18K | ﹤0.01% | 3332 |
|
2025
Q1 | $455K | Sell |
34,496
-6,414
| -16% | -$84.6K | ﹤0.01% | 3104 |
|
2024
Q4 | $472K | Buy |
40,910
+98
| +0.2% | +$1.13K | ﹤0.01% | 2998 |
|
2024
Q3 | $479K | Buy |
40,812
+547
| +1% | +$6.42K | ﹤0.01% | 2927 |
|
2024
Q2 | $428K | Sell |
40,265
-7,450
| -16% | -$79.2K | ﹤0.01% | 2972 |
|
2024
Q1 | $478K | Buy |
47,715
+7,113
| +18% | +$71.3K | ﹤0.01% | 2855 |
|
2023
Q4 | $468K | Buy |
40,602
+1,973
| +5% | +$22.7K | ﹤0.01% | 2769 |
|
2023
Q3 | $465K | Sell |
38,629
-90
| -0.2% | -$1.08K | ﹤0.01% | 2663 |
|
2023
Q2 | $529K | Sell |
38,719
-83
| -0.2% | -$1.13K | ﹤0.01% | 2562 |
|
2023
Q1 | $503 | Buy |
38,802
+79
| +0.2% | +$1 | ﹤0.01% | 2553 |
|
2022
Q4 | $466K | Buy |
38,723
+106
| +0.3% | +$1.28K | ﹤0.01% | 2527 |
|
2022
Q3 | $313K | Buy |
38,617
+90
| +0.2% | +$729 | ﹤0.01% | 2791 |
|
2022
Q2 | $353K | Sell |
38,527
-149
| -0.4% | -$1.37K | ﹤0.01% | 2690 |
|
2022
Q1 | $429K | Sell |
38,676
-291
| -0.7% | -$3.23K | ﹤0.01% | 2648 |
|
2021
Q4 | $419K | Buy |
38,967
+76
| +0.2% | +$817 | ﹤0.01% | 2680 |
|
2021
Q3 | $396K | Buy |
38,891
+71
| +0.2% | +$723 | ﹤0.01% | 2660 |
|
2021
Q2 | $434K | Buy |
38,820
+54
| +0.1% | +$604 | ﹤0.01% | 2579 |
|
2021
Q1 | $410K | Buy |
38,766
+5,179
| +15% | +$54.8K | ﹤0.01% | 2483 |
|
2020
Q4 | $316K | Buy |
33,587
+79
| +0.2% | +$743 | ﹤0.01% | 2527 |
|
2020
Q3 | $326K | Sell |
33,508
-264
| -0.8% | -$2.57K | ﹤0.01% | 2288 |
|
2020
Q2 | $296K | Sell |
33,772
-467
| -1% | -$4.09K | ﹤0.01% | 2285 |
|
2020
Q1 | $263K | Sell |
34,239
-1,164
| -3% | -$8.94K | ﹤0.01% | 2162 |
|
2019
Q4 | $334K | Sell |
35,403
-2,716
| -7% | -$25.6K | ﹤0.01% | 2230 |
|
2019
Q3 | $360K | Buy |
38,119
+121
| +0.3% | +$1.14K | ﹤0.01% | 2079 |
|
2019
Q2 | $379K | Buy |
37,998
+25,236
| +198% | +$252K | ﹤0.01% | 2017 |
|
2019
Q1 | $122K | Buy |
12,762
+94
| +0.7% | +$899 | ﹤0.01% | 2573 |
|
2018
Q4 | $118K | Sell |
12,668
-2,963
| -19% | -$27.6K | ﹤0.01% | 2463 |
|
2018
Q3 | $152K | Buy |
15,631
+3,004
| +24% | +$29.2K | ﹤0.01% | 2572 |
|
2018
Q2 | $124K | Sell |
12,627
-10,488
| -45% | -$103K | ﹤0.01% | 2568 |
|
2018
Q1 | $216K | Sell |
23,115
-170
| -0.7% | -$1.59K | ﹤0.01% | 2336 |
|
2017
Q4 | $250K | Buy |
23,285
+1,055
| +5% | +$11.3K | ﹤0.01% | 2194 |
|
2017
Q3 | $252K | Hold |
22,230
| – | – | ﹤0.01% | 2101 |
|
2017
Q2 | $241K | Sell |
22,230
-8,592
| -28% | -$93.1K | ﹤0.01% | 2083 |
|
2017
Q1 | $284K | Buy |
30,822
+94
| +0.3% | +$866 | ﹤0.01% | 1894 |
|
2016
Q4 | $331K | Buy |
30,728
+104
| +0.3% | +$1.12K | ﹤0.01% | 1711 |
|
2016
Q3 | $296K | Sell |
30,624
-904
| -3% | -$8.74K | ﹤0.01% | 1729 |
|
2016
Q2 | $280K | Buy |
31,528
+112
| +0.4% | +$995 | ﹤0.01% | 1717 |
|
2016
Q1 | $264K | Sell |
31,416
-3,113
| -9% | -$26.2K | ﹤0.01% | 1725 |
|
2015
Q4 | $257K | Sell |
34,529
-1,299
| -4% | -$9.67K | ﹤0.01% | 1717 |
|
2015
Q3 | $304K | Buy |
35,828
+4,084
| +13% | +$34.7K | ﹤0.01% | 1538 |
|
2015
Q2 | $280K | Buy |
31,744
+117
| +0.4% | +$1.03K | ﹤0.01% | 1688 |
|
2015
Q1 | $234K | Buy |
31,627
+2,519
| +9% | +$18.6K | ﹤0.01% | 1797 |
|
2014
Q4 | $178K | Sell |
29,108
-993
| -3% | -$6.07K | ﹤0.01% | 1875 |
|
2014
Q3 | $172K | Buy |
30,101
+112
| +0.4% | +$640 | ﹤0.01% | 1868 |
|
2014
Q2 | $186K | Sell |
29,989
-864
| -3% | -$5.36K | ﹤0.01% | 1843 |
|
2014
Q1 | $180K | Buy |
30,853
+73
| +0.2% | +$426 | ﹤0.01% | 1788 |
|
2013
Q4 | $162K | Buy |
30,780
+109
| +0.4% | +$574 | ﹤0.01% | 1749 |
|
2013
Q3 | $151K | Buy |
30,671
+59
| +0.2% | +$290 | ﹤0.01% | 1698 |
|
2013
Q2 | $150K | Buy |
+30,612
| New | +$150K | ﹤0.01% | 1637 |
|