MTM Investment Management’s Star Group SGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $142K | Buy |
12,129
+2
| +0% | +$23 | 0.05% | 223 |
|
|
2025
Q1 | $161K | Buy |
12,127
+1
| +0% | +$13 | 0.06% | 196 |
|
|
2024
Q4 | $140K | Sell |
12,126
-2,298
| -16% | -$26.5K | 0.05% | 196 |
|
|
2024
Q3 | $163K | Buy |
14,424
+2
| +0% | +$23 | 0.06% | 197 |
|
|
2024
Q2 | $153K | Sell |
14,422
-2,698
| -16% | -$28.7K | 0.06% | 192 |
|
|
2024
Q1 | $172K | Buy |
17,120
+2
| +0% | +$20 | 0.07% | 191 |
|
|
2023
Q4 | $197K | Buy |
17,118
+1
| +0% | +$12 | 0.09% | 179 |
|
|
2023
Q3 | $206K | Buy |
17,117
+2
| +0% | +$24 | 0.1% | 163 |
|
|
2023
Q2 | $234K | Sell |
17,115
-5,987
| -26% | -$81.8K | 0.11% | 162 |
|
|
2023
Q1 | $300K | Sell |
23,102
-7,986
| -26% | -$104K | 0.15% | 132 |
|
|
2022
Q4 | $375K | Sell |
31,088
-1,981
| -6% | -$23.9K | 0.19% | 113 |
|
|
2022
Q3 | $269K | Buy |
33,069
+16
| +0% | +$130 | 0.15% | 136 |
|
|
2022
Q2 | $310K | Buy |
33,053
+15
| +0% | +$141 | 0.17% | 123 |
|
|
2022
Q1 | $367K | Buy |
33,038
+14
| +0% | +$156 | 0.18% | 119 |
|
|
2021
Q4 | $356K | Buy |
33,024
+13
| +0% | +$140 | 0.17% | 120 |
|
|
2021
Q3 | $336K | Buy |
33,011
+12
| +0% | +$122 | 0.18% | 111 |
|
|
2021
Q2 | $370K | Buy |
32,999
+13
| +0% | +$146 | 0.19% | 112 |
|
|
2021
Q1 | $349K | Buy |
32,986
+13
| +0% | +$138 | 0.2% | 111 |
|
|
2020
Q4 | $310K | Buy |
+32,973
| New | +$310K | 0.19% | 112 |
|