EWM
Empirical Wealth Management’s Southern Copper SCCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Sell |
3,715
-3,125
| -46% | -$316K | 0.01% | 473 |
|
|
2025
Q1 | $639K | Sell |
6,840
-36,665
| -84% | -$3.43M | 0.02% | 360 |
|
|
2024
Q4 | $3.96M | Buy |
43,505
+4,811
| +12% | +$438K | 0.11% | 129 |
|
|
2024
Q3 | $4.48M | Buy |
38,694
+2,515
| +7% | +$291K | 0.13% | 123 |
|
|
2024
Q2 | $3.9M | Buy |
36,179
+276
| +0.8% | +$29.7K | 0.12% | 126 |
|
|
2024
Q1 | $3.82M | Buy |
35,903
+3,725
| +12% | +$397K | 0.12% | 124 |
|
|
2023
Q4 | $2.77M | Buy |
32,178
+4,021
| +14% | +$346K | 0.09% | 136 |
|
|
2023
Q3 | $2.12M | Buy |
28,157
+3,039
| +12% | +$229K | 0.08% | 151 |
|
|
2023
Q2 | $1.8M | Buy |
+25,118
| New | +$1.8M | 0.07% | 162 |
|
|
2022
Q2 | – | Sell |
-4,351
| Closed | -$330K | – | 520 |
|
|
2022
Q1 | $330K | Sell |
4,351
-721
| -14% | -$54.7K | 0.02% | 391 |
|
|
2021
Q4 | $313K | Buy |
5,072
+74
| +1% | +$4.57K | 0.02% | 413 |
|
|
2021
Q3 | $281K | Sell |
4,998
-1,825
| -27% | -$103K | 0.02% | 387 |
|
|
2021
Q2 | $439K | Sell |
6,823
-361
| -5% | -$23.2K | 0.03% | 317 |
|
|
2021
Q1 | $488K | Sell |
7,184
-2,340
| -25% | -$159K | 0.04% | 251 |
|
|
2020
Q4 | $620K | Buy |
9,524
+1,886
| +25% | +$123K | 0.05% | 217 |
|
|
2020
Q3 | $346K | Sell |
7,638
-75
| -1% | -$3.4K | 0.03% | 260 |
|
|
2020
Q2 | $307K | Buy |
+7,713
| New | +$307K | 0.03% | 273 |
|