FWSM
First Wilshire Securities Management’s Superior Group of Companies SGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
141,417
-936
| -0.7% | -$9.64K | 0.4% | 37 |
|
|
2025
Q1 | $1.56M | Sell |
142,353
-2,285
| -2% | -$25K | 0.45% | 32 |
|
|
2024
Q4 | $2.39M | Sell |
144,638
-3,743
| -3% | -$61.9K | 0.65% | 30 |
|
|
2024
Q3 | $2.3M | Sell |
148,381
-519
| -0.3% | -$8.04K | 0.65% | 28 |
|
|
2024
Q2 | $2.82M | Sell |
148,900
-224,869
| -60% | -$4.25M | 0.86% | 28 |
|
|
2024
Q1 | $6.18M | Sell |
373,769
-317,565
| -46% | -$5.25M | 1.81% | 17 |
|
|
2023
Q4 | $9.33M | Sell |
691,334
-126,108
| -15% | -$1.7M | 3.02% | 8 |
|
|
2023
Q3 | $6.36M | Sell |
817,442
-62,015
| -7% | -$483K | 2.18% | 15 |
|
|
2023
Q2 | $8.21M | Buy |
879,457
+7,602
| +0.9% | +$71K | 2.82% | 10 |
|
|
2023
Q1 | $6.86M | Buy |
871,855
+9,269
| +1% | +$72.9K | 2.34% | 14 |
|
|
2022
Q4 | $8.68M | Sell |
862,586
-69,243
| -7% | -$697K | 3.04% | 11 |
|
|
2022
Q3 | $8.28M | Buy |
931,829
+14,879
| +2% | +$132K | 3.35% | 9 |
|
|
2022
Q2 | $16.3M | Buy |
916,950
+256,044
| +39% | +$4.54M | 6.08% | 6 |
|
|
2022
Q1 | $11.8M | Buy |
660,906
+22,986
| +4% | +$410K | 4.15% | 6 |
|
|
2021
Q4 | $14M | Buy |
637,920
+81,330
| +15% | +$1.78M | 4.36% | 7 |
|
|
2021
Q3 | $13M | Buy |
556,590
+158,904
| +40% | +$3.7M | 4.3% | 6 |
|
|
2021
Q2 | $9.51M | Buy |
397,686
+99,323
| +33% | +$2.37M | 3.33% | 8 |
|
|
2021
Q1 | $7.58M | Sell |
298,363
-3,852
| -1% | -$97.9K | 2.83% | 10 |
|
|
2020
Q4 | $7.02M | Sell |
302,215
-10,192
| -3% | -$237K | 2.83% | 9 |
|
|
2020
Q3 | $7.26M | Sell |
312,407
-37,926
| -11% | -$881K | 3.46% | 9 |
|
|
2020
Q2 | $4.69M | Sell |
350,333
-2,391
| -0.7% | -$32K | 2.17% | 12 |
|
|
2020
Q1 | $2.98M | Sell |
352,724
-7,490
| -2% | -$63.4K | 1.68% | 22 |
|
|
2019
Q4 | $4.88M | Buy |
360,214
+86,790
| +32% | +$1.18M | 1.83% | 22 |
|
|
2019
Q3 | $4.41M | Buy |
273,424
+88,060
| +48% | +$1.42M | 1.67% | 26 |
|
|
2019
Q2 | $3.18M | Sell |
185,364
-23,613
| -11% | -$404K | 1.26% | 29 |
|
|
2019
Q1 | $3.47M | Buy |
208,977
+7,408
| +4% | +$123K | 1.18% | 30 |
|
|
2018
Q4 | $3.56M | Buy |
201,569
+185,087
| +1,123% | +$3.27M | 1.34% | 26 |
|
|
2018
Q3 | $313K | Buy |
+16,482
| New | +$313K | 0.09% | 100 |
|