Montag & Associates’s Southern Copper SCCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$254K Sell
2025
Q2
$210K Hold
2025
Q1
$192K Sell
2024
Q4
$186K Sell
2024
Q3
$235K Hold
2024
Q2
$218K Hold
2024
Q1
$213K Hold
2023
Q4
$172K Hold
2023
Q3
$151K Hold
2023
Q2
$143K Hold
2023
Q1
$153K Hold
2022
Q4
$121K Hold
2022
Q3
$90K Hold
2022
Q2
$100K Hold
2022
Q1
$152K Hold
2021
Q4
$123K Hold
2021
Q3
$112K Hold
2021
Q2
$129K Hold
2021
Q1
$136K Hold
2020
Q4
$130K Buy