EP Wealth Advisors’s Selective Insurance SIGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Buy |
4,632
+1,697
| +58% | +$147K | ﹤0.01% | 877 |
|
|
2025
Q1 | $269K | Buy |
2,935
+6
| +0.2% | +$549 | ﹤0.01% | 968 |
|
|
2024
Q4 | $274K | Buy |
2,929
+58
| +2% | +$5.42K | ﹤0.01% | 912 |
|
|
2024
Q3 | $268K | Hold |
2,871
| – | – | ﹤0.01% | 905 |
|
|
2024
Q2 | $269K | Hold |
2,871
| – | – | ﹤0.01% | 684 |
|
|
2024
Q1 | $313K | Hold |
2,871
| – | – | ﹤0.01% | 614 |
|
|
2023
Q4 | $286K | Sell |
2,871
-59
| -2% | -$5.87K | ﹤0.01% | 627 |
|
|
2023
Q3 | $302K | Sell |
2,930
-88,337
| -97% | -$9.11M | ﹤0.01% | 558 |
|
|
2023
Q2 | $271K | Buy |
91,267
+82,679
| +963% | +$246K | ﹤0.01% | 585 |
|
|
2023
Q1 | $706K | Buy |
8,588
+5,763
| +204% | +$473K | 0.01% | 352 |
|
|
2022
Q4 | $250K | Buy |
+2,825
| New | +$250K | ﹤0.01% | 504 |
|
|
2022
Q3 | – | Sell |
-3,112
| Closed | -$271K | – | 586 |
|
|
2022
Q2 | $271K | Buy |
3,112
+5
| +0.2% | +$435 | 0.01% | 504 |
|
|
2022
Q1 | $278K | Sell |
3,107
-7
| -0.2% | -$626 | 0.01% | 500 |
|
|
2021
Q4 | $255K | Hold |
3,114
| – | – | 0.01% | 488 |
|
|
2021
Q3 | $235K | Sell |
3,114
-14
| -0.4% | -$1.06K | 0.01% | 481 |
|
|
2021
Q2 | $254K | Buy |
3,128
+3
| +0.1% | +$244 | 0.01% | 476 |
|
|
2021
Q1 | $227K | Sell |
3,125
-106
| -3% | -$7.7K | 0.01% | 452 |
|
|
2020
Q4 | $216K | Buy |
+3,231
| New | +$216K | 0.01% | 395 |
|
|
2020
Q1 | – | Sell |
-3,206
| Closed | -$209K | – | 428 |
|
|
2019
Q4 | $209K | Sell |
3,206
-106
| -3% | -$6.91K | 0.01% | 390 |
|
|
2019
Q3 | $249K | Sell |
3,312
-34
| -1% | -$2.56K | 0.01% | 308 |
|
|
2019
Q2 | $251K | Buy |
3,346
+147
| +5% | +$11K | 0.02% | 264 |
|
|
2019
Q1 | $202K | Buy |
+3,199
| New | +$202K | 0.02% | 236 |
|