Marshall Financial Group (Maryland)’s Southern Copper SCCO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.36M | Buy |
22,824
+697
| +3% | +$72.1K | 0.46% | 42 |
|
2025
Q1 | $2.03M | Buy |
22,127
+139
| +0.6% | +$12.7K | 0.44% | 48 |
|
2024
Q4 | $1.95M | Buy |
21,988
+72
| +0.3% | +$6.39K | 0.47% | 46 |
|
2024
Q3 | $2.45M | Sell |
21,916
-62
| -0.3% | -$6.94K | 0.59% | 37 |
|
2024
Q2 | $2.28M | Sell |
21,978
-604
| -3% | -$62.6K | 0.64% | 40 |
|
2024
Q1 | $2.29M | Buy |
22,582
+792
| +4% | +$80.3K | 0.66% | 39 |
|
2023
Q4 | $1.79M | Buy |
+21,790
| New | +$1.79M | 0.58% | 47 |
|
2022
Q4 | – | Sell |
-28,494
| Closed | -$1.22M | – | 194 |
|
2022
Q3 | $1.22M | Buy |
28,494
+1,348
| +5% | +$57.6K | 0.51% | 53 |
|
2022
Q2 | $1.29M | Buy |
27,146
+4,616
| +20% | +$219K | 0.51% | 57 |
|
2022
Q1 | $1.63M | Buy |
22,530
+437
| +2% | +$31.6K | 0.67% | 33 |
|
2021
Q4 | $1.3M | Buy |
22,093
+3,260
| +17% | +$192K | 0.48% | 68 |
|
2021
Q3 | $1.01M | Buy |
18,833
+1,489
| +9% | +$79.6K | 0.52% | 58 |
|
2021
Q2 | $1.06M | Sell |
17,344
-4,432
| -20% | -$271K | 0.57% | 50 |
|
2021
Q1 | $1.41M | Sell |
21,776
-164
| -0.7% | -$10.6K | 0.84% | 32 |
|
2020
Q4 | $1.36M | Buy |
+21,940
| New | +$1.36M | 0.89% | 26 |
|