HM Payson & Co’s Star Group SGU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$65.9K Hold
5,000
﹤0.01% 596
2024
Q4
$57.7K Hold
5,000
﹤0.01% 619
2024
Q3
$58.7K Hold
5,000
﹤0.01% 603
2024
Q2
$53.2K Hold
5,000
﹤0.01% 591
2024
Q1
$50.1K Hold
5,000
﹤0.01% 594
2023
Q4
$57.7K Sell
5,000
-1,000
-17% -$11.5K ﹤0.01% 569
2023
Q3
$72.2K Hold
6,000
﹤0.01% 524
2023
Q2
$82K Hold
6,000
﹤0.01% 509
2023
Q1
$77.8K Sell
6,000
-1,900
-24% -$24.6K ﹤0.01% 510
2022
Q4
$95.2K Sell
7,900
-3,000
-28% -$36.2K ﹤0.01% 472
2022
Q3
$89K Buy
+10,900
New +$89K ﹤0.01% 487