Joel Isaacson & 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
Q2 | $2.24M | Buy |
191,865
+33
| +0% | +$386 | 0.09% | 102 |
|
|
2025
Q1 | $2.53M | Buy |
+191,832
| New | +$2.53M | 0.11% | 87 |
|
|
2017
Q1 | – | Sell |
-12,178
| Closed | -$131K | – | 469 |
|
|
2016
Q4 | $131K | Buy |
12,178
+59
| +0.5% | +$635 | 0.03% | 196 |
|
|
2016
Q3 | $117K | Buy |
12,119
+64
| +0.5% | +$618 | 0.02% | 216 |
|
|
2016
Q2 | $107K | Buy |
12,055
+5,555
| +85% | +$49.3K | 0.02% | 230 |
|
|
2016
Q1 | $55K | Hold |
6,500
| – | – | 0.01% | 318 |
|
|
2015
Q4 | $48K | Hold |
6,500
| – | – | 0.01% | 333 |
|
|
2015
Q3 | $55K | Hold |
6,500
| – | – | 0.01% | 324 |
|
|
2015
Q2 | $57K | Hold |
6,500
| – | – | 0.01% | 341 |
|
|
2015
Q1 | $48K | Buy |
6,500
+6,000
| +1,200% | +$44.3K | 0.01% | 359 |
|
|
2014
Q4 | $3K | Sell |
500
-6,000
| -92% | -$36K | ﹤0.01% | 569 |
|
|
2014
Q3 | $37K | Hold |
6,500
| – | – | 0.01% | 345 |
|
|
2014
Q2 | $40K | Hold |
6,500
| – | – | 0.01% | 330 |
|
|
2014
Q1 | $38K | Hold |
6,500
| – | – | 0.01% | 331 |
|
|
2013
Q4 | $34K | Sell |
6,500
-300
| -4% | -$1.57K | 0.01% | 316 |
|
|
2013
Q3 | $33K | Hold |
6,800
| – | – | 0.01% | 306 |
|
|
2013
Q2 | $33K | Buy |
+6,800
| New | +$33K | 0.02% | 270 |
|