LPL Financial’s Star Group SGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $152K | Sell |
13,025
-475
| -4% | -$5.56K | ﹤0.01% | 5021 |
|
|
2025
Q1 | $178K | Sell |
13,500
-4,432
| -25% | -$58.4K | ﹤0.01% | 4779 |
|
|
2024
Q4 | $207K | Buy |
17,932
+1,276
| +8% | +$14.7K | ﹤0.01% | 4680 |
|
|
2024
Q3 | $196K | Sell |
16,656
-290
| -2% | -$3.41K | ﹤0.01% | 4628 |
|
|
2024
Q2 | $180K | Sell |
16,946
-4,048
| -19% | -$43.1K | ﹤0.01% | 4504 |
|
|
2024
Q1 | $210K | Sell |
20,994
-3,970
| -16% | -$39.8K | ﹤0.01% | 4399 |
|
|
2023
Q4 | $288K | Buy |
24,964
+2,572
| +11% | +$29.7K | ﹤0.01% | 4066 |
|
|
2023
Q3 | $269K | Sell |
22,392
-1
| -0% | -$12 | ﹤0.01% | 3963 |
|
|
2023
Q2 | $306K | Buy |
+22,393
| New | +$306K | ﹤0.01% | 3789 |
|
|
2015
Q4 | – | Sell |
-38,782
| Closed | -$316K | – | 3236 |
|
|
2015
Q3 | $316K | Buy |
38,782
+24,362
| +169% | +$199K | ﹤0.01% | 2154 |
|
|
2015
Q2 | $129K | Buy |
+14,420
| New | +$129K | ﹤0.01% | 2726 |
|