Newbridge Financial Services Group’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-13,430
| Closed | -$161K | – | 1472 |
|
|
2023
Q1 | $161K | Sell |
13,430
-700
| -5% | -$8.39K | 0.09% | 229 |
|
|
2022
Q4 | $114K | Sell |
14,130
-1,600
| -10% | -$13K | 0.07% | 276 |
|
|
2022
Q3 | $118K | Hold |
15,730
| – | – | 0.07% | 272 |
|
|
2022
Q2 | $118K | Hold |
15,730
| – | – | 0.07% | 247 |
|
|
2022
Q1 | $184K | Sell |
15,730
-450
| -3% | -$5.26K | 0.09% | 213 |
|
|
2021
Q4 | $219K | Sell |
16,180
-1,050
| -6% | -$14.2K | 0.1% | 193 |
|
|
2021
Q3 | $278K | Buy |
17,230
+6,150
| +56% | +$99.2K | 0.17% | 127 |
|
|
2021
Q2 | $229K | Buy |
11,080
+1,000
| +10% | +$20.7K | 0.14% | 156 |
|
|
2021
Q1 | $190K | Hold |
10,080
| – | – | 0.14% | 168 |
|
|
2020
Q4 | $288K | Hold |
10,080
| – | – | 0.24% | 98 |
|
|
2020
Q3 | $220K | Buy |
+10,080
| New | +$220K | 0.22% | 103 |
|