Commonwealth Equity Services
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Commonwealth Equity Services’s Star Group SGU Stock Holding History

Commonwealth Equity Services’s Portfolio SGU Stock Details SGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$540K Buy
43,941
+9,928
+29% +$126K ﹤0.01% 3148
2025
Q4 		$403K Sell
34,013
-32
-0.1% -$379 ﹤0.01% 3370
2025
Q3 		$403K Sell
34,045
-552
-2% -$6.45K ﹤0.01% 3363
2025
Q2 		$405K Buy
34,597
+101
+0.3% +$1.24K ﹤0.01% 3332
2025
Q1 		$455K Sell
34,496
-6,414
-16% -$80.2K ﹤0.01% 3104
2024
Q4 		$472K Buy
40,910
+98
+0.2% +$1.15K ﹤0.01% 2998
2024
Q3 		$479K Buy
40,812
+547
+1% +$6.21K ﹤0.01% 2927
2024
Q2 		$428K Sell
40,265
-7,450
-16% -$80.1K ﹤0.01% 2972
2024
Q1 		$478K Buy
47,715
+7,113
+18% +$79.1K ﹤0.01% 2855
2023
Q4 		$468K Buy
40,602
+1,973
+5% +$24K ﹤0.01% 2769
2023
Q3 		$465K Sell
38,629
-90
-0.2% -$1.11K ﹤0.01% 2663
2023
Q2 		$529K Sell
38,719
-83
-0.2% -$1.14K ﹤0.01% 2562
2023
Q1 		$503 Buy
38,802
+79
+0.2% +$977 ﹤0.01% 2553
2022
Q4 		$466K Buy
38,723
+106
+0.3% +$980 ﹤0.01% 2527
2022
Q3 		$313K Buy
38,617
+90
+0.2% +$843 ﹤0.01% 2791
2022
Q2 		$353K Sell
38,527
-149
-0.4% -$1.54K ﹤0.01% 2690
2022
Q1 		$429K Sell
38,676
-291
-0.7% -$3.04K ﹤0.01% 2648
2021
Q4 		$419K Buy
38,967
+76
+0.2% +$812 ﹤0.01% 2680
2021
Q3 		$396K Buy
38,891
+71
+0.2% +$769 ﹤0.01% 2660
2021
Q2 		$434K Buy
38,820
+54
+0.1% +$589 ﹤0.01% 2579
2021
Q1 		$410K Buy
38,766
+5,179
+15% +$51.4K ﹤0.01% 2483
2020
Q4 		$316K Buy
33,587
+79
+0.2% +$758 ﹤0.01% 2527
2020
Q3 		$326K Sell
33,508
-264
-0.8% -$2.46K ﹤0.01% 2288
2020
Q2 		$296K Sell
33,772
-467
-1% -$3.68K ﹤0.01% 2285
2020
Q1 		$263K Sell
34,239
-1,164
-3% -$10.2K ﹤0.01% 2162
2019
Q4 		$334K Sell
35,403
-2,716
-7% -$25.5K ﹤0.01% 2230
2019
Q3 		$360K Buy
38,119
+121
+0.3% +$1.16K ﹤0.01% 2079
2019
Q2 		$379K Buy
37,998
+25,236
+198% +$245K ﹤0.01% 2017
2019
Q1 		$122K Buy
12,762
+94
+0.7% +$895 ﹤0.01% 2573
2018
Q4 		$118K Sell
12,668
-2,963
-19% -$28.5K ﹤0.01% 2463
2018
Q3 		$152K Buy
15,631
+3,004
+24% +$29K ﹤0.01% 2572
2018
Q2 		$124K Sell
12,627
-10,488
-45% -$101K ﹤0.01% 2568
2018
Q1 		$216K Sell
23,115
-170
-0.7% -$1.69K ﹤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% -$84.9K ﹤0.01% 2083
2017
Q1 		$284K Buy
30,822
+94
+0.3% +$947 ﹤0.01% 1894
2016
Q4 		$331K Buy
30,728
+104
+0.3% +$1.02K ﹤0.01% 1711
2016
Q3 		$296K Sell
30,624
-904
-3% -$8.15K ﹤0.01% 1729
2016
Q2 		$280K Buy
31,528
+112
+0.4% +$962 ﹤0.01% 1717
2016
Q1 		$264K Sell
31,416
-3,113
-9% -$23.9K ﹤0.01% 1725
2015
Q4 		$257K Sell
34,529
-1,299
-4% -$10.2K ﹤0.01% 1717
2015
Q3 		$304K Buy
35,828
+4,084
+13% +$37.6K ﹤0.01% 1538
2015
Q2 		$280K Buy
31,744
+117
+0.4% +$943 ﹤0.01% 1688
2015
Q1 		$234K Buy
31,627
+2,519
+9% +$17.2K ﹤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% +$677 ﹤0.01% 1868
2014
Q2 		$186K Sell
29,989
-864
-3% -$5.47K ﹤0.01% 1843
2014
Q1 		$180K Buy
30,853
+73
+0.2% +$411 ﹤0.01% 1788
2013
Q4 		$162K Buy
30,780
+109
+0.4% +$587 ﹤0.01% 1749
2013
Q3 		$151K Buy
30,671
+59
+0.2% +$290 ﹤0.01% 1698
2013
Q2 		$150K Buy
+30,612
New +$147K ﹤0.01% 1637

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