Mount Yale Investment Advisors’s Somnigroup International Inc. SGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Buy |
+1,546
| New | +$105K | 0.01% | 647 |
|
|
2024
Q1 | – | Sell |
-4,223
| Closed | -$215K | – | 567 |
|
|
2023
Q4 | $215K | Sell |
4,223
-664
| -14% | -$33.8K | 0.02% | 466 |
|
|
2023
Q3 | $212K | Buy |
+4,887
| New | +$212K | 0.02% | 466 |
|
|
2018
Q4 | – | Sell |
-3,472
| Closed | -$43K | – | 806 |
|
|
2018
Q3 | $43K | Sell |
3,472
-668
| -16% | -$8.27K | 0.01% | 630 |
|
|
2018
Q2 | $50K | Sell |
4,140
-1,468
| -26% | -$17.7K | 0.01% | 624 |
|
|
2018
Q1 | $63K | Buy |
+5,608
| New | +$63K | 0.01% | 572 |
|