Morgan Stanley’s Southwest Georgia Financial Corporation SGB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,008
| Closed | -$18K | – | 6937 |
|
|
2020
Q1 | $18K | Hold |
1,008
| – | – | ﹤0.01% | 5858 |
|
|
2019
Q4 | $35K | Sell |
1,008
-150
| -13% | -$5.21K | ﹤0.01% | 5959 |
|
|
2019
Q3 | $23K | Hold |
1,158
| – | – | ﹤0.01% | 5967 |
|
|
2019
Q2 | $24K | Hold |
1,158
| – | – | ﹤0.01% | 5879 |
|
|
2019
Q1 | $24K | Hold |
1,158
| – | – | ﹤0.01% | 5961 |
|
|
2018
Q4 | $23K | Hold |
1,158
| – | – | ﹤0.01% | 5993 |
|
|
2018
Q3 | $27K | Hold |
1,158
| – | – | ﹤0.01% | 6065 |
|
|
2018
Q2 | $26K | Hold |
1,158
| – | – | ﹤0.01% | 6091 |
|
|
2018
Q1 | $24K | Hold |
1,158
| – | – | ﹤0.01% | 6094 |
|
|
2017
Q4 | $27K | Hold |
1,158
| – | – | ﹤0.01% | 6004 |
|
|
2017
Q3 | $23K | Sell |
1,158
-9
| -0.8% | -$179 | ﹤0.01% | 5990 |
|
|
2017
Q2 | $23K | Sell |
1,167
-192
| -14% | -$3.78K | ﹤0.01% | 6056 |
|
|
2017
Q1 | $30K | Hold |
1,359
| – | – | ﹤0.01% | 5974 |
|
|
2016
Q4 | $27K | Hold |
1,359
| – | – | ﹤0.01% | 5932 |
|
|
2016
Q3 | $22K | Sell |
1,359
-268
| -16% | -$4.34K | ﹤0.01% | 5896 |
|
|
2016
Q2 | $23K | Hold |
1,627
| – | – | ﹤0.01% | 5808 |
|
|
2016
Q1 | $23K | Hold |
1,627
| – | – | ﹤0.01% | 5884 |
|
|
2015
Q4 | $26K | Hold |
1,627
| – | – | ﹤0.01% | 5955 |
|
|
2015
Q3 | $25K | Buy |
1,627
+619
| +61% | +$9.51K | ﹤0.01% | 5984 |
|
|
2015
Q2 | $14K | Hold |
1,008
| – | – | ﹤0.01% | 6239 |
|
|
2015
Q1 | $14K | Buy |
1,008
+701
| +228% | +$9.74K | ﹤0.01% | 6158 |
|
|
2014
Q4 | $4K | Buy |
+307
| New | +$4K | ﹤0.01% | 6384 |
|