LPL Financial’s Star Group SGU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$152K Sell
2025
Q1
$178K Sell
2024
Q4
$207K Buy
2024
Q3
$196K Sell
2024
Q2
$180K Sell
2024
Q1
$210K Sell
2023
Q4
$288K Buy
2023
Q3
$269K Sell
2023
Q2
$306K Buy
2015
Q4
Sell
2015
Q3
$316K Buy
2015
Q2
$129K Buy