Lantz Financial’s Capital Group Growth ETF CGGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.87M | Buy |
95,277
+2,356
| +3% | +$95.8K | 0.97% | 22 |
|
|
2025
Q1 | $3.18M | Buy |
92,921
+4,503
| +5% | +$154K | 0.87% | 24 |
|
|
2024
Q4 | $3.29M | Buy |
88,418
+3,666
| +4% | +$136K | 0.88% | 24 |
|
|
2024
Q3 | $2.95M | Buy |
84,752
+5,208
| +7% | +$181K | 0.8% | 28 |
|
|
2024
Q2 | $2.62M | Buy |
79,544
+2,380
| +3% | +$78.3K | 0.81% | 23 |
|
|
2024
Q1 | $2.47M | Buy |
77,164
+2,676
| +4% | +$85.6K | 0.79% | 32 |
|
|
2023
Q4 | $2.1M | Buy |
74,488
+4,135
| +6% | +$117K | 0.76% | 31 |
|
|
2023
Q3 | $1.72M | Buy |
70,353
+2,947
| +4% | +$72.2K | 0.69% | 38 |
|
|
2023
Q2 | $1.7M | Buy |
67,406
+9,459
| +16% | +$239K | 0.67% | 45 |
|
|
2023
Q1 | $1.3M | Buy |
57,947
+13,872
| +31% | +$312K | 0.54% | 61 |
|
|
2022
Q4 | $879K | Buy |
+44,075
| New | +$879K | 0.4% | 68 |
|