James Investment Research’s Southwest Georgia Financial Corporation SGB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,720
| Closed | -$50K | – | 507 |
|
|
2020
Q1 | $50K | Hold |
2,720
| – | – | 0.01% | 310 |
|
|
2019
Q4 | $95K | Hold |
2,720
| – | – | 0.01% | 330 |
|
|
2019
Q3 | $55K | Hold |
2,720
| – | – | ﹤0.01% | 413 |
|
|
2019
Q2 | $57K | Sell |
2,720
-200
| -7% | -$4.19K | ﹤0.01% | 493 |
|
|
2019
Q1 | $60K | Hold |
2,920
| – | – | ﹤0.01% | 631 |
|
|
2018
Q4 | $59K | Hold |
2,920
| – | – | ﹤0.01% | 625 |
|
|
2018
Q3 | $68K | Hold |
2,920
| – | – | ﹤0.01% | 651 |
|
|
2018
Q2 | $67K | Hold |
2,920
| – | – | ﹤0.01% | 648 |
|
|
2018
Q1 | $61K | Hold |
2,920
| – | – | ﹤0.01% | 650 |
|
|
2017
Q4 | $70K | Hold |
2,920
| – | – | ﹤0.01% | 623 |
|
|
2017
Q3 | $60K | Buy |
2,920
+475
| +19% | +$9.76K | ﹤0.01% | 614 |
|
|
2017
Q2 | $50K | Hold |
2,445
| – | – | ﹤0.01% | 604 |
|
|
2017
Q1 | $54K | Hold |
2,445
| – | – | ﹤0.01% | 527 |
|
|
2016
Q4 | $49K | Buy |
2,445
+200
| +9% | +$4.01K | ﹤0.01% | 415 |
|
|
2016
Q3 | $36K | Hold |
2,245
| – | – | ﹤0.01% | 431 |
|
|
2016
Q2 | $33K | Hold |
2,245
| – | – | ﹤0.01% | 383 |
|
|
2016
Q1 | $31K | Hold |
2,245
| – | – | ﹤0.01% | 369 |
|
|
2015
Q4 | $36K | Hold |
2,245
| – | – | ﹤0.01% | 372 |
|
|
2015
Q3 | $35K | Hold |
2,245
| – | – | ﹤0.01% | 363 |
|
|
2015
Q2 | $32K | Hold |
2,245
| – | – | ﹤0.01% | 391 |
|
|
2015
Q1 | $31K | Hold |
2,245
| – | – | ﹤0.01% | 408 |
|
|
2014
Q4 | $32K | Buy |
2,245
+520
| +30% | +$7.41K | ﹤0.01% | 410 |
|
|
2014
Q3 | $23K | Buy |
1,725
+1,025
| +146% | +$13.7K | ﹤0.01% | 438 |
|
|
2014
Q2 | $10K | Buy |
+700
| New | +$10K | ﹤0.01% | 493 |
|