IFP Advisors’s Silvercrest Asset Management SAMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 4601 |
|
|
2024
Q3 | – | Sell |
-2
| Closed | -$26 | – | 3428 |
|
|
2024
Q2 | $26 | Sell |
2
-1,177
| -100% | -$15.3K | ﹤0.01% | 3195 |
|
|
2024
Q1 | $18.6K | Buy |
1,179
+23
| +2% | +$364 | ﹤0.01% | 1996 |
|
|
2023
Q4 | $19.6K | Buy |
1,156
+733
| +173% | +$12.5K | ﹤0.01% | 1924 |
|
|
2023
Q3 | $6.72K | Buy |
+423
| New | +$6.72K | ﹤0.01% | 2409 |
|