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Legacy Capital Group California’s Sigma Lithium SGML Stock Holding History

Legacy Capital Group California’s Portfolio SGML Stock Details SGML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-23,469
Closed -$150K – 361
2025
Q3 		$150K Buy
23,469
+13,438
+134% +$80.8K 0.04% 325
2025
Q2 		$45.1K Buy
+10,031
New +$66.2K 0.01% 326

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BlackRock
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DC
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ECA
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Legacy Capital Group California's SGML Position: Q4 2025 in Review

Legacy Capital Group California sold out of Sigma Lithium (SGML) in Q4 2025, closing a stake of 23,469 shares — an estimated $150K sold.

Legacy Capital Group California first reported a position in SGML in Q2 2025 and held it in 2 quarters. The position peaked at $150K in Q3 2025. 102 funds tracked by Wall St. Rank hold SGML as of Q4 2025.

  • Legacy Capital Group California reported no remaining Sigma Lithium position as of Q4 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 23,469 Sigma Lithium shares in Q4 2025, an estimated $150K.
  • Legacy Capital Group California first reported a position in Sigma Lithium in Q2 2025 and held it in 2 quarters.
  • Legacy Capital Group California's Sigma Lithium position peaked at $150K in Q3 2025.
  • 102 funds tracked by Wall St. Rank held Sigma Lithium as of Q4 2025.

Based on Legacy Capital Group California's 13F filing for Q4 2025, filed 28 Jan 2026.