Lion Street Advisors’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 | $293K | Sell |
4,444
-72
| -2% | -$4.75K | 0.09% | 220 |
|
2025
Q1 | $248K | Sell |
4,516
-190
| -4% | -$10.4K | 0.08% | 227 |
|
2024
Q4 | $312K | Sell |
4,706
-250
| -5% | -$16.6K | 0.1% | 196 |
|
2024
Q3 | $430K | Sell |
4,956
-426
| -8% | -$36.9K | 0.15% | 152 |
|
2024
Q2 | $350K | Sell |
5,382
-330
| -6% | -$21.5K | 0.13% | 174 |
|
2024
Q1 | $364K | Hold |
5,712
| – | – | 0.15% | 148 |
|
2023
Q4 | $364K | Sell |
5,712
-10,481
| -65% | -$668K | 0.15% | 148 |
|
2023
Q3 | $837K | Buy |
16,193
+12,610
| +352% | +$652K | 0.27% | 72 |
|
2023
Q2 | $532K | Sell |
3,583
-12,720
| -78% | -$1.89M | 0.18% | 111 |
|
2023
Q1 | $1.14M | Buy |
16,303
+13,455
| +472% | +$938K | 0.35% | 48 |
|
2022
Q4 | $423K | Sell |
2,848
-9,946
| -78% | -$1.48M | 0.22% | 74 |
|
2022
Q3 | $547K | Buy |
12,794
+9,946
| +349% | +$425K | 0.27% | 50 |
|
2022
Q2 | $421K | Buy |
2,848
+40
| +1% | +$5.91K | 0.22% | 74 |
|
2022
Q1 | $340K | Sell |
2,808
-40
| -1% | -$4.84K | 0.17% | 92 |
|
2021
Q4 | $452K | Hold |
2,848
| – | – | 0.22% | 71 |
|
2021
Q3 | $418K | Buy |
+2,848
| New | +$418K | 0.23% | 72 |
|
2020
Q2 | – | Sell |
-72
| Closed | -$7K | – | 349 |
|
2020
Q1 | $7K | Buy |
+72
| New | +$7K | 0.04% | 209 |
|