Larson Financial Group’s abrdn Physical Gold Shares ETF SGOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Sell |
8,718
-955
| -10% | -$30.1K | 0.01% | 596 |
|
|
2025
Q1 | $288K | Sell |
9,673
-293
| -3% | -$8.74K | 0.01% | 538 |
|
|
2024
Q4 | $250K | Sell |
9,966
-19,518
| -66% | -$489K | 0.01% | 514 |
|
|
2024
Q3 | $741K | Sell |
29,484
-97,455
| -77% | -$2.45M | 0.04% | 264 |
|
|
2024
Q2 | $2.82M | Sell |
126,939
-2,804
| -2% | -$62.3K | 0.19% | 95 |
|
|
2024
Q1 | $2.76M | Sell |
129,743
-10,100
| -7% | -$215K | 0.21% | 88 |
|
|
2023
Q4 | $2.76M | Sell |
139,843
-9,865
| -7% | -$195K | 0.24% | 76 |
|
|
2023
Q3 | $2.65M | Buy |
149,708
+65,104
| +77% | +$1.15M | 0.26% | 70 |
|
|
2023
Q2 | $1.55M | Buy |
84,604
+66,217
| +360% | +$1.22M | 0.16% | 121 |
|
|
2023
Q1 | $347K | Buy |
18,387
+3,584
| +24% | +$67.6K | 0.04% | 242 |
|
|
2022
Q4 | $259K | Sell |
14,803
-6,811
| -32% | -$119K | 0.03% | 266 |
|
|
2022
Q3 | $344K | Sell |
21,614
-192,950
| -90% | -$3.07M | 0.05% | 204 |
|
|
2022
Q2 | $3.72M | Buy |
214,564
+11,234
| +6% | +$195K | 0.64% | 32 |
|
|
2022
Q1 | $3.78M | Sell |
203,330
-8,003
| -4% | -$149K | 0.6% | 33 |
|
|
2021
Q4 | $3.71M | Buy |
211,333
+209,555
| +11,786% | +$3.68M | 0.59% | 35 |
|
|
2021
Q3 | $30K | Buy |
+1,778
| New | +$30K | 0.01% | 385 |
|
|
2020
Q4 | – | Sell |
-3,769
| Closed | -$68K | – | 834 |
|
|
2020
Q3 | $68K | Buy |
3,769
+478
| +15% | +$8.62K | 0.03% | 161 |
|
|
2020
Q2 | $56K | Buy |
+3,291
| New | +$56K | 0.03% | 183 |
|