Covestor’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 | $0 | Buy |
22
+10
| +83% | – | ﹤0.01% | 2686 |
|
|
2025
Q1 | $0 | Sell |
12
-11
| -48% | – | ﹤0.01% | 2667 |
|
|
2024
Q4 | $0 | Buy |
23
+12
| +109% | – | ﹤0.01% | 2677 |
|
|
2024
Q3 | $0 | Sell |
11
-9
| -45% | – | ﹤0.01% | 2691 |
|
|
2024
Q2 | $0 | Sell |
20
-7
| -26% | – | ﹤0.01% | 2690 |
|
|
2024
Q1 | $0 | Buy |
27
+21
| +350% | – | ﹤0.01% | 2681 |
|
|
2023
Q4 | $0 | Sell |
6
-1
| -14% | – | ﹤0.01% | 2663 |
|
|
2023
Q3 | $0 | Sell |
7
-5
| -42% | – | ﹤0.01% | 2653 |
|
|
2023
Q2 | $0 | Sell |
12
-8
| -40% | – | ﹤0.01% | 2596 |
|
|
2023
Q1 | $0 | Sell |
20
-2
| -9% | – | ﹤0.01% | 2522 |
|
|
2022
Q4 | $0 | Buy |
22
+1
| +5% | – | ﹤0.01% | 2542 |
|
|
2022
Q3 | $0 | Buy |
+21
| New | – | ﹤0.01% | 2510 |
|