LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Southern Copper SCCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.9K | Buy |
414
+4
| +1% | +$405 | ﹤0.01% | 400 |
|
|
2025
Q1 | $37.8K | Buy |
410
+2
| +0.5% | +$185 | ﹤0.01% | 405 |
|
|
2024
Q4 | $38.4K | Buy |
408
+2
| +0.5% | +$188 | ﹤0.01% | 420 |
|
|
2024
Q3 | $46.5K | Buy |
406
+2
| +0.5% | +$229 | ﹤0.01% | 391 |
|
|
2024
Q2 | $45.2K | Buy |
404
+4
| +1% | +$447 | ﹤0.01% | 398 |
|
|
2024
Q1 | $44.6K | Hold |
400
| – | – | ﹤0.01% | 405 |
|
|
2023
Q4 | $32.8K | Hold |
400
| – | – | ﹤0.01% | 431 |
|
|
2023
Q3 | $29.5K | Hold |
400
| – | – | ﹤0.01% | 458 |
|
|
2023
Q2 | $28.7K | Hold |
400
| – | – | ﹤0.01% | 474 |
|
|
2023
Q1 | $30.5K | Hold |
400
| – | – | ﹤0.01% | 449 |
|
|
2022
Q4 | $24.2K | Hold |
400
| – | – | ﹤0.01% | 453 |
|
|
2022
Q3 | $18K | Hold |
400
| – | – | ﹤0.01% | 490 |
|
|
2022
Q2 | $20K | Hold |
400
| – | – | ﹤0.01% | 505 |
|
|
2022
Q1 | $30K | Hold |
400
| – | – | ﹤0.01% | 488 |
|
|
2021
Q4 | $25K | Buy |
+400
| New | +$25K | ﹤0.01% | 525 |
|