James Investment Research’s Superior Group of Companies SGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-140,444
| Closed | -$2.76M | – | 697 |
|
|
2016
Q4 | $2.76M | Hold |
140,444
| – | – | 0.07% | 198 |
|
|
2016
Q3 | $2.78M | Hold |
140,444
| – | – | 0.07% | 187 |
|
|
2016
Q2 | $2.68M | Hold |
140,444
| – | – | 0.07% | 187 |
|
|
2016
Q1 | $2.5M | Buy |
140,444
+27,170
| +24% | +$484K | 0.06% | 176 |
|
|
2015
Q4 | $1.92M | Buy |
113,274
+29,835
| +36% | +$506K | 0.05% | 185 |
|
|
2015
Q3 | $1.5M | Buy |
83,439
+26,550
| +47% | +$476K | 0.04% | 188 |
|
|
2015
Q2 | $941K | Buy |
56,889
+5,355
| +10% | +$88.6K | 0.02% | 232 |
|
|
2015
Q1 | $978K | Buy |
51,534
+2,590
| +5% | +$49.2K | 0.02% | 239 |
|
|
2014
Q4 | $719K | Buy |
48,944
+2,080
| +4% | +$30.6K | 0.02% | 248 |
|
|
2014
Q3 | $507K | Buy |
+46,864
| New | +$507K | 0.02% | 267 |
|