Doliver Advisors’s Star Group SGU Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.64M	Hold	140,089	–	–	0.45%	38
2025 Q1	$1.85M	Hold	140,089	–	–	0.52%	30
2024 Q4	$1.62M	Hold	140,089	–	–	0.45%	36
2024 Q3	$1.64M	Hold	140,089	–	–	0.45%	39
2024 Q2	$1.49M	Hold	140,089	–	–	0.42%	40
2024 Q1	$1.4M	Hold	140,089	–	–	0.4%	44
2023 Q4	$1.62M	Hold	140,089	–	–	0.5%	32
2023 Q3	$1.69M	Hold	140,089	–	–	0.51%	28
2023 Q2	$1.91M	Hold	140,089	–	–	0.58%	22
2023 Q1	$1.82M	Hold	140,089	–	–	0.57%	23
2022 Q4	$1.69M	Hold	140,089	–	–	0.55%	26
2022 Q3	$1.14M	Hold	140,089	–	–	0.42%	37
2022 Q2	$1.29M	Hold	140,089	–	–	0.46%	37
2022 Q1	$1.56M	Buy	140,089 +4,132	+3%	+$45.9K	0.49%	32
2021 Q4	$1.4M	Hold	135,957	–	–	0.44%	39
2021 Q3	$1.39M	Hold	135,957	–	–	0.47%	38
2021 Q2	$1.52M	Hold	135,957	–	–	0.51%	32
2021 Q1	$1.44M	Hold	135,957	–	–	0.54%	33
2020 Q4	$1.28M	Hold	135,957	–	–	0.57%	34
2020 Q3	$1.33M	Hold	135,957	–	–	0.67%	26
2020 Q2	$1.19M	Hold	135,957	–	–	0.53%	37
2020 Q1	$1.08M	Buy	135,957 +125,957	+1,260%	+$999K	0.53%	32
2019 Q4	$95K	Hold	10,000	–	–	0.04%	143
2019 Q3	$94K	Hold	10,000	–	–	0.04%	140
2019 Q2	$100K	Hold	10,000	–	–	0.04%	133
2019 Q1	$96K	Hold	10,000	–	–	0.04%	119
2018 Q4	$93K	Hold	10,000	–	–	0.05%	126
2018 Q3	$98K	Hold	10,000	–	–	0.04%	196
2018 Q2	$98K	Sell	10,000 -1,000	-9%	-$9.8K	0.04%	296
2018 Q1	$103K	Sell	11,000 -3,200	-23%	-$30K	0.04%	310
2017 Q4	$153K	Hold	14,200	–	–	0.06%	261
2017 Q3	$161K	Sell	14,200 -2,000	-12%	-$22.7K	0.07%	229
2017 Q2	$176K	Buy	+16,200	New	+$176K	0.09%	235