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Crews Bank & Trust’s Star Group SGU Stock Holding History

Crews Bank & Trust’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
Q2 		$28K Hold
2,182
– – ﹤0.01% 449
2026
Q1 		$26.8K Hold
2,182
– – ﹤0.01% 439
2025
Q4 		$25.8K Hold
2,182
– – ﹤0.01% 435
2025
Q3 		$25.8K Hold
2,182
– – ﹤0.01% 437
2025
Q2 		$25.5K Hold
2,182
– – ﹤0.01% 423
2025
Q1 		$28.8K Hold
2,182
– – ﹤0.01% 405
2024
Q4 		$25.2K Buy
+2,182
New +$25.7K ﹤0.01% 421

Other funds holding SGU

DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return