Montag & Associates’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 | $210K | Hold |
2,098
| – | – | 0.01% | 394 |
|
|
2025
Q1 | $192K | Sell |
2,098
-1
| -0% | -$92 | 0.01% | 416 |
|
|
2024
Q4 | $186K | Sell |
2,099
-1
| -0% | -$89 | 0.01% | 432 |
|
|
2024
Q3 | $235K | Hold |
2,100
| – | – | 0.01% | 405 |
|
|
2024
Q2 | $218K | Hold |
2,100
| – | – | 0.01% | 396 |
|
|
2024
Q1 | $213K | Hold |
2,100
| – | – | 0.01% | 405 |
|
|
2023
Q4 | $172K | Hold |
2,100
| – | – | 0.01% | 416 |
|
|
2023
Q3 | $151K | Hold |
2,100
| – | – | 0.01% | 418 |
|
|
2023
Q2 | $143K | Hold |
2,100
| – | – | 0.01% | 431 |
|
|
2023
Q1 | $153K | Hold |
2,100
| – | – | 0.01% | 413 |
|
|
2022
Q4 | $121K | Hold |
2,100
| – | – | 0.01% | 433 |
|
|
2022
Q3 | $90K | Hold |
2,100
| – | – | 0.01% | 454 |
|
|
2022
Q2 | $100K | Hold |
2,100
| – | – | 0.01% | 437 |
|
|
2022
Q1 | $152K | Hold |
2,100
| – | – | 0.01% | 421 |
|
|
2021
Q4 | $123K | Hold |
2,100
| – | – | 0.01% | 444 |
|
|
2021
Q3 | $112K | Hold |
2,100
| – | – | 0.01% | 455 |
|
|
2021
Q2 | $129K | Hold |
2,100
| – | – | 0.01% | 441 |
|
|
2021
Q1 | $136K | Hold |
2,100
| – | – | 0.01% | 440 |
|
|
2020
Q4 | $130K | Buy |
+2,100
| New | +$130K | 0.01% | 428 |
|