MGIA
Moneta Group Investment Advisors’s SelectQuote SLQT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175K | Buy |
73,485
+3,230
| +5% | +$7.69K | ﹤0.01% | 680 |
|
|
2025
Q1 | $235K | Hold |
70,255
| – | – | ﹤0.01% | 585 |
|
|
2024
Q4 | $261K | Sell |
70,255
-4,000
| -5% | -$14.9K | ﹤0.01% | 569 |
|
|
2024
Q3 | $161K | Sell |
74,255
-1,000
| -1% | -$2.17K | ﹤0.01% | 625 |
|
|
2024
Q2 | $208K | Buy |
75,255
+5,000
| +7% | +$13.8K | ﹤0.01% | 569 |
|
|
2024
Q1 | $141K | Buy |
70,255
+16,370
| +30% | +$32.7K | ﹤0.01% | 581 |
|
|
2023
Q4 | $73.8K | Hold |
53,885
| – | – | ﹤0.01% | 548 |
|
|
2023
Q3 | $63K | Hold |
53,885
| – | – | ﹤0.01% | 512 |
|
|
2023
Q2 | $105K | Hold |
53,885
| – | – | ﹤0.01% | 525 |
|
|
2023
Q1 | $117K | Buy |
53,885
+18,114
| +51% | +$39.3K | ﹤0.01% | 510 |
|
|
2022
Q4 | $30.8K | Sell |
35,771
-10,804
| -23% | -$9.32K | ﹤0.01% | 450 |
|
|
2022
Q3 | $34K | Buy |
46,575
+23,994
| +106% | +$17.5K | ﹤0.01% | 422 |
|
|
2022
Q2 | $56K | Sell |
22,581
-6,810
| -23% | -$16.9K | ﹤0.01% | 458 |
|
|
2022
Q1 | $82K | Sell |
29,391
-190
| -0.6% | -$530 | ﹤0.01% | 436 |
|
|
2021
Q4 | $268K | Buy |
29,581
+37
| +0.1% | +$335 | 0.01% | 400 |
|
|
2021
Q3 | $382K | Buy |
29,544
+1
| +0% | +$13 | 0.02% | 324 |
|
|
2021
Q2 | $569K | Buy |
29,543
+2,298
| +8% | +$44.3K | 0.03% | 264 |
|
|
2021
Q1 | $804K | Sell |
27,245
-4,514
| -14% | -$133K | 0.04% | 195 |
|
|
2020
Q4 | $659K | Buy |
+31,759
| New | +$659K | 0.05% | 172 |
|