EP Wealth Advisors’s Selective Insurance SIGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Buy |
|
|||||
|
2025
Q1 | $269K | Buy |
|
|||||
|
2024
Q4 | $274K | Buy |
|
|||||
|
2024
Q3 | $268K | Hold |
|
|||||
|
2024
Q2 | $269K | Hold |
|
|||||
|
2024
Q1 | $313K | Hold |
|
|||||
|
2023
Q4 | $286K | Sell |
|
|||||
|
2023
Q3 | $302K | Sell |
|
|||||
|
2023
Q2 | $271K | Buy |
|
|||||
|
2023
Q1 | $706K | Buy |
|
|||||
|
2022
Q4 | $250K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $271K | Buy |
|
|||||
|
2022
Q1 | $278K | Sell |
|
|||||
|
2021
Q4 | $255K | Hold |
|
|||||
|
2021
Q3 | $235K | Sell |
|
|||||
|
2021
Q2 | $254K | Buy |
|
|||||
|
2021
Q1 | $227K | Sell |
|
|||||
|
2020
Q4 | $216K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $209K | Sell |
|
|||||
|
2019
Q3 | $249K | Sell |
|
|||||
|
2019
Q2 | $251K | Buy |
|
|||||
|
2019
Q1 | $202K | Buy |
|