LPL Financial’s Signify Health, Inc. SGFY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-49,345
| Closed | -$1.41M | – | 4607 |
|
2022
Q4 | $1.41M | Buy |
49,345
+1,681
| +4% | +$48.2K | ﹤0.01% | 2363 |
|
2022
Q3 | $1.39M | Buy |
+47,664
| New | +$1.39M | ﹤0.01% | 2272 |
|
2021
Q4 | – | Sell |
-13,585
| Closed | -$243K | – | 4459 |
|
2021
Q3 | $243K | Buy |
13,585
+1,211
| +10% | +$21.7K | ﹤0.01% | 3787 |
|
2021
Q2 | $377K | Buy |
12,374
+4,463
| +56% | +$136K | ﹤0.01% | 3390 |
|
2021
Q1 | $231K | Buy |
+7,911
| New | +$231K | ﹤0.01% | 3645 |
|