IFP Advisors’s Sigma Lithium SGML Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-75
Closed -$842 4594
2024
Q4
$842 Buy
+75
New +$981 ﹤0.01% 3318
2023
Q1
Sell
-351
Closed -$2K 4267
2022
Q4
$2K Sell
351
-249
-42% -$8K ﹤0.01% 4208
2022
Q3
$4K Hold
600
﹤0.01% 4153
2022
Q2
$4K Hold
600
﹤0.01% 3916
2022
Q1
$4K Buy
+600
New +$6.57K ﹤0.01% 3915

Other funds holding SGML

IFP Advisors's SGML Position: Q1 2025 in Review

IFP Advisors sold out of Sigma Lithium (SGML) in Q1 2025, closing a stake of 75 shares — an estimated $842 sold.

IFP Advisors first reported a position in SGML in Q1 2022 and held it in 5 quarters. The position peaked at $4K in Q3 2022. 93 funds tracked by Wall St. Rank hold SGML as of Q1 2025.

  • IFP Advisors reported no remaining Sigma Lithium position as of Q1 2025 after selling out during the quarter.
  • IFP Advisors sold 75 Sigma Lithium shares in Q1 2025, an estimated $842.
  • IFP Advisors first reported a position in Sigma Lithium in Q1 2022 and held it in 5 quarters.
  • IFP Advisors's Sigma Lithium position peaked at $4K in Q3 2022.
  • 93 funds tracked by Wall St. Rank held Sigma Lithium as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.