LPL Financial’s Superior Group of Companies SGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-20,037
| Closed | -$331K | – | 5328 |
|
|
2024
Q4 | $331K | Buy |
+20,037
| New | +$331K | ﹤0.01% | 4347 |
|
|
2023
Q1 | – | Sell |
-11,521
| Closed | -$116K | – | 4539 |
|
|
2022
Q4 | $116K | Sell |
11,521
-4,632
| -29% | -$46.6K | ﹤0.01% | 4107 |
|
|
2022
Q3 | $143K | Buy |
16,153
+112
| +0.7% | +$992 | ﹤0.01% | 4001 |
|
|
2022
Q2 | $285K | Buy |
16,041
+1
| +0% | +$18 | ﹤0.01% | 3642 |
|
|
2022
Q1 | $286K | Buy |
16,040
+4,061
| +34% | +$72.4K | ﹤0.01% | 3579 |
|
|
2021
Q4 | $263K | Buy |
+11,979
| New | +$263K | ﹤0.01% | 3766 |
|