O'Shaughnessy Asset Management’s Superior Group of Companies SGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $240K | Sell |
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|
2024
Q4 | $1.08M | Sell |
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|
2024
Q3 | $1.1M | Sell |
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|
2024
Q2 | $1.73M | Buy |
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|
2024
Q1 | $1.22M | Buy |
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|
2023
Q4 | $311K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $12K | Sell |
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|
2021
Q2 | $43K | Sell |
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|
2021
Q1 | $389K | Sell |
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|
2020
Q4 | $480K | Buy |
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|
2020
Q3 | $316K | Buy |
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|
2020
Q2 | $59K | Sell |
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|
2020
Q1 | $49K | Sell |
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|
2019
Q4 | $108K | Buy |
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|
2019
Q3 | $56K | Buy |
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|
2019
Q2 | $49K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $38K | Sell |
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|
2018
Q2 | $127K | Sell |
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|
2018
Q1 | $161K | Buy |
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|
2017
Q4 | $163K | Buy |
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|
2017
Q3 | $72K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $0 | Hold |
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|
2015
Q3 | $0 | Buy |
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|
2015
Q2 | $0 | Sell |
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|
2015
Q1 | $0 | Buy |
|