Creative Planning’s Sangamo Therapeutics SGMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.41K | Sell |
10,000
-8,985
| -47% | -$4.86K | ﹤0.01% | 3587 |
|
|
2025
Q1 | $12.5K | Sell |
18,985
-679
| -3% | -$445 | ﹤0.01% | 3397 |
|
|
2024
Q4 | $20.1K | Buy |
19,664
+679
| +4% | +$693 | ﹤0.01% | 3324 |
|
|
2024
Q3 | $16.4K | Buy |
18,985
+5,000
| +36% | +$4.33K | ﹤0.01% | 3155 |
|
|
2024
Q2 | $5.01K | Buy |
13,985
+295
| +2% | +$106 | ﹤0.01% | 2984 |
|
|
2024
Q1 | $9.18K | Hold |
13,690
| – | – | ﹤0.01% | 2832 |
|
|
2023
Q4 | $7.44K | Hold |
13,690
| – | – | ﹤0.01% | 2702 |
|
|
2023
Q3 | $8.21K | Sell |
13,690
-1,000
| -7% | -$600 | ﹤0.01% | 2631 |
|
|
2023
Q2 | $19.1K | Sell |
14,690
-15,518
| -51% | -$20.2K | ﹤0.01% | 2479 |
|
|
2023
Q1 | $53.2K | Buy |
30,208
+14,168
| +88% | +$24.9K | ﹤0.01% | 2316 |
|
|
2022
Q4 | $50.4K | Buy |
16,040
+1,061
| +7% | +$3.33K | ﹤0.01% | 2215 |
|
|
2022
Q3 | $73K | Buy |
14,979
+139
| +0.9% | +$677 | ﹤0.01% | 2056 |
|
|
2022
Q2 | $61K | Hold |
14,840
| – | – | ﹤0.01% | 2009 |
|
|
2022
Q1 | $86K | Sell |
14,840
-1,429
| -9% | -$8.28K | ﹤0.01% | 2005 |
|
|
2021
Q4 | $122K | Buy |
16,269
+679
| +4% | +$5.09K | ﹤0.01% | 1934 |
|
|
2021
Q3 | $140K | Buy |
15,590
+1,900
| +14% | +$17.1K | ﹤0.01% | 1903 |
|
|
2021
Q2 | $164K | Sell |
13,690
-2,130
| -13% | -$25.5K | ﹤0.01% | 1817 |
|
|
2021
Q1 | $198K | Hold |
15,820
| – | – | ﹤0.01% | 2064 |
|
|
2020
Q4 | $247K | Hold |
15,820
| – | – | ﹤0.01% | 1720 |
|
|
2020
Q3 | $149K | Buy |
15,820
+700
| +5% | +$6.59K | ﹤0.01% | 1727 |
|
|
2020
Q2 | $135K | Sell |
15,120
-116,613
| -89% | -$1.04M | ﹤0.01% | 1593 |
|
|
2020
Q1 | $839K | Sell |
131,733
-306,649
| -70% | -$1.95M | ﹤0.01% | 712 |
|
|
2019
Q4 | $3.67M | Buy |
438,382
+400,553
| +1,059% | +$3.35M | 0.01% | 356 |
|
|
2019
Q3 | $342K | Sell |
37,829
-17,275
| -31% | -$156K | ﹤0.01% | 1271 |
|
|
2019
Q2 | $593K | Buy |
55,104
+26,265
| +91% | +$283K | ﹤0.01% | 978 |
|
|
2019
Q1 | $275K | Buy |
28,839
+5,555
| +24% | +$53K | ﹤0.01% | 1365 |
|
|
2018
Q4 | $267K | Sell |
23,284
-10,300
| -31% | -$118K | ﹤0.01% | 1299 |
|
|
2018
Q3 | $569K | Buy |
33,584
+3,171
| +10% | +$53.7K | ﹤0.01% | 1001 |
|
|
2018
Q2 | $432K | Buy |
30,413
+20,000
| +192% | +$284K | ﹤0.01% | 1141 |
|
|
2018
Q1 | $198K | Buy |
+10,413
| New | +$198K | ﹤0.01% | 1605 |
|
|
2017
Q3 | – | Sell |
-3,132
| Closed | -$28K | – | 3303 |
|
|
2017
Q2 | $28K | Buy |
3,132
+2,132
| +213% | +$19.1K | ﹤0.01% | 2911 |
|
|
2017
Q1 | $5K | Buy |
+1,000
| New | +$5K | ﹤0.01% | 3910 |
|
|
2016
Q4 | – | Sell |
-1,500
| Closed | -$7K | – | 4578 |
|
|
2016
Q3 | $7K | Buy |
+1,500
| New | +$7K | ﹤0.01% | 3665 |
|
|
2013
Q4 | – | Sell |
-400
| Closed | -$4K | – | 3452 |
|
|
2013
Q3 | $4K | Buy |
+400
| New | +$4K | ﹤0.01% | 2812 |
|