LPL Financial’s ScottsMiracle-Gro SMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.28M | Buy |
53,937
+1,760
| +3% | +$114K | ﹤0.01% | 3024 |
|
|
2025
Q4 | $3.04M | Sell |
52,177
-4,899
| -9% | -$275K | ﹤0.01% | 3001 |
|
|
2025
Q3 | $3.25M | Sell |
57,076
-2,790
| -5% | -$176K | ﹤0.01% | 2862 |
|
|
2025
Q2 | $3.95M | Sell |
59,866
-20,230
| -25% | -$1.17M | ﹤0.01% | 2505 |
|
|
2025
Q1 | $4.4M | Buy |
80,096
+16,504
| +26% | +$1.07M | ﹤0.01% | 2255 |
|
|
2024
Q4 | $4.22M | Buy |
63,592
+5,275
| +9% | +$417K | ﹤0.01% | 2218 |
|
|
2024
Q3 | $5.06M | Buy |
58,317
+4,856
| +9% | +$341K | ﹤0.01% | 1982 |
|
|
2024
Q2 | $3.48M | Buy |
53,461
+3,323
| +7% | +$227K | ﹤0.01% | 2142 |
|
|
2024
Q1 | $3.74M | Buy |
50,138
+5,609
| +13% | +$348K | ﹤0.01% | 2010 |
|
|
2023
Q4 | $2.84M | Sell |
44,529
-7,919
| -15% | -$428K | ﹤0.01% | 2119 |
|
|
2023
Q3 | $2.71M | Buy |
52,448
+5,664
| +12% | +$328K | ﹤0.01% | 2056 |
|
|
2023
Q2 | $2.93M | Sell |
46,784
-5,815
| -11% | -$390K | ﹤0.01% | 1934 |
|
|
2023
Q1 | $3.67M | Sell |
52,599
-4,073
| -7% | -$293K | ﹤0.01% | 1705 |
|
|
2022
Q4 | $2.75M | Buy |
56,672
+11,365
| +25% | +$569K | ﹤0.01% | 1837 |
|
|
2022
Q3 | $1.94M | Buy |
45,307
+3,797
| +9% | +$273K | ﹤0.01% | 2010 |
|
|
2022
Q2 | $3.28M | Sell |
41,510
-6,454
| -13% | -$638K | ﹤0.01% | 1669 |
|
|
2022
Q1 | $5.9M | Buy |
47,964
+2,857
| +6% | +$400K | 0.01% | 1339 |
|
|
2021
Q4 | $7.26M | Buy |
45,107
+2,962
| +7% | +$458K | 0.01% | 1211 |
|
|
2021
Q3 | $6.17M | Sell |
42,145
-3,033
| -7% | -$497K | 0.01% | 1255 |
|
|
2021
Q2 | $8.67M | Buy |
45,178
+2,525
| +6% | +$557K | 0.01% | 988 |
|
|
2021
Q1 | $10.4M | Buy |
42,653
+5,135
| +14% | +$1.16M | 0.01% | 811 |
|
|
2020
Q4 | $7.47M | Buy |
37,518
+13,708
| +58% | +$2.35M | 0.01% | 887 |
|
|
2020
Q3 | $3.64M | Buy |
23,810
+3,621
| +18% | +$559K | 0.01% | 1117 |
|
|
2020
Q2 | $2.71M | Buy |
20,189
+4,231
| +27% | +$546K | ﹤0.01% | 1186 |
|
|
2020
Q1 | $1.63M | Buy |
15,958
+1,324
| +9% | +$146K | ﹤0.01% | 1320 |
|
|
2019
Q4 | $1.55M | Sell |
14,634
-3,017
| -17% | -$309K | ﹤0.01% | 1537 |
|
|
2019
Q3 | $1.8M | Buy |
17,651
+442
| +3% | +$46.3K | ﹤0.01% | 1335 |
|
|
2019
Q2 | $1.7M | Buy |
17,209
+421
| +3% | +$37.4K | ﹤0.01% | 1349 |
|
|
2019
Q1 | $1.32M | Buy |
16,788
+2,160
| +15% | +$163K | ﹤0.01% | 1464 |
|
|
2018
Q4 | $899K | Sell |
14,628
-2,662
| -15% | -$189K | ﹤0.01% | 1614 |
|
|
2018
Q3 | $1.36M | Sell |
17,290
-6,860
| -28% | -$539K | ﹤0.01% | 1447 |
|
|
2018
Q2 | $2.01M | Sell |
24,150
-2,664
| -10% | -$223K | 0.01% | 1131 |
|
|
2018
Q1 | $2.3M | Buy |
26,814
+5,267
| +24% | +$501K | 0.01% | 1033 |
|
|
2017
Q4 | $2.31M | Buy |
21,547
+2,667
| +14% | +$266K | 0.01% | 984 |
|
|
2017
Q3 | $1.84M | Sell |
18,880
-133
| -0.7% | -$12.6K | 0.01% | 1040 |
|
|
2017
Q2 | $1.7M | Buy |
+19,013
| New | +$1.71M | 0.01% | 1036 |
|
|
2016
Q4 | – | Sell |
-14,123
| Closed | -$1.17M | – | 2774 |
|
|
2016
Q3 | $1.17M | Sell |
14,123
-66
| -0.5% | -$5.2K | 0.01% | 1072 |
|
|
2016
Q2 | $990K | Sell |
14,189
-8,484
| -37% | -$589K | 0.01% | 1174 |
|
|
2016
Q1 | $1.61M | Buy |
22,673
+2,878
| +15% | +$196K | ﹤0.01% | 1337 |
|
|
2015
Q4 | $1.27M | Buy |
19,795
+10,248
| +107% | +$679K | ﹤0.01% | 1488 |
|
|
2015
Q3 | $604K | Buy |
9,547
+1,023
| +12% | +$63.2K | ﹤0.01% | 1631 |
|
|
2015
Q2 | $507K | Buy |
8,524
+2,119
| +33% | +$134K | ﹤0.01% | 1895 |
|
|
2015
Q1 | $432K | Buy |
6,405
+1,900
| +42% | +$124K | ﹤0.01% | 1971 |
|
|
2014
Q4 | $281K | Sell |
4,505
-1,159
| -20% | -$69K | ﹤0.01% | 2227 |
|
|
2014
Q3 | $311K | Buy |
5,664
+1,137
| +25% | +$63.9K | ﹤0.01% | 2142 |
|
|
2014
Q2 | $257K | Buy |
4,527
+169
| +4% | +$10.1K | ﹤0.01% | 2314 |
|
|
2014
Q1 | $267K | Buy |
4,358
+430
| +11% | +$25.5K | ﹤0.01% | 2210 |
|
|
2013
Q4 | $244K | Buy |
+3,928
| New | +$230K | ﹤0.01% | 2286 |
|
Other funds holding SMG
VPM
VCM
