Kestra Private Wealth Services’s ScottsMiracle-Gro SMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Buy |
+3,870
| New | +$255K | ﹤0.01% | 1377 |
|
|
2024
Q4 | – | Sell |
-3,406
| Closed | -$295K | – | 1482 |
|
|
2024
Q3 | $295K | Sell |
3,406
-8,243
| -71% | -$715K | 0.01% | 1086 |
|
|
2024
Q2 | $758K | Sell |
11,649
-790
| -6% | -$51.4K | 0.02% | 671 |
|
|
2024
Q1 | $928K | Buy |
12,439
+8,511
| +217% | +$635K | 0.02% | 578 |
|
|
2023
Q4 | $250K | Sell |
3,928
-573
| -13% | -$36.5K | 0.01% | 1027 |
|
|
2023
Q3 | $233K | Buy |
4,501
+290
| +7% | +$15K | 0.01% | 981 |
|
|
2023
Q2 | $264K | Sell |
4,211
-736
| -15% | -$46.1K | 0.01% | 862 |
|
|
2023
Q1 | $345K | Buy |
+4,947
| New | +$345K | 0.01% | 734 |
|
|
2022
Q3 | – | Sell |
-2,713
| Closed | -$214K | – | 958 |
|
|
2022
Q2 | $214K | Sell |
2,713
-420
| -13% | -$33.1K | 0.01% | 771 |
|
|
2022
Q1 | $385K | Sell |
3,133
-207
| -6% | -$25.4K | 0.02% | 664 |
|
|
2021
Q4 | $538K | Buy |
3,340
+284
| +9% | +$45.7K | 0.03% | 563 |
|
|
2021
Q3 | $447K | Buy |
3,056
+1,739
| +132% | +$254K | 0.02% | 571 |
|
|
2021
Q2 | $253K | Buy |
1,317
+144
| +12% | +$27.7K | 0.02% | 728 |
|
|
2021
Q1 | $287K | Buy |
+1,173
| New | +$287K | 0.02% | 610 |
|