Plante Moran Financial Advisors’s Soligenix SNGX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $393 | Hold |
300
| – | – | ﹤0.01% | 732 |
|
2025
Q1 | $645 | Hold |
300
| – | – | ﹤0.01% | 739 |
|
2024
Q4 | $809 | Hold |
300
| – | – | ﹤0.01% | 828 |
|
2024
Q3 | $1.19K | Hold |
300
| – | – | ﹤0.01% | 772 |
|
2024
Q2 | $774 | Buy |
300
+1
| +0.3% | +$3 | ﹤0.01% | 734 |
|
2024
Q1 | $2.87K | Hold |
299
| – | – | ﹤0.01% | 740 |
|
2023
Q4 | $3.62K | Hold |
299
| – | – | ﹤0.01% | 673 |
|
2023
Q3 | $2.66K | Hold |
299
| – | – | ﹤0.01% | 646 |
|
2023
Q2 | $3.36K | Hold |
299
| – | – | ﹤0.01% | 655 |
|
2023
Q1 | $9.41K | Hold |
299
| – | – | ﹤0.01% | 572 |
|
2022
Q4 | $32.4K | Hold |
299
| – | – | ﹤0.01% | 371 |
|
2022
Q3 | $31K | Hold |
299
| – | – | 0.01% | 381 |
|
2022
Q2 | $43K | Hold |
299
| – | – | 0.01% | 331 |
|
2022
Q1 | $52K | Hold |
299
| – | – | 0.01% | 328 |
|
2021
Q4 | $47K | Hold |
299
| – | – | 0.01% | 381 |
|
2021
Q3 | $76K | Hold |
299
| – | – | 0.02% | 307 |
|
2021
Q2 | $80K | Hold |
299
| – | – | 0.02% | 283 |
|
2021
Q1 | $110K | Hold |
299
| – | – | 0.03% | 238 |
|
2020
Q4 | $92K | Hold |
299
| – | – | 0.03% | 265 |
|
2020
Q3 | $128K | Hold |
299
| – | – | 0.05% | 209 |
|
2020
Q2 | $151K | Hold |
299
| – | – | 0.06% | 158 |
|
2020
Q1 | $120K | Buy |
299
+209
| +232% | +$83.9K | 0.05% | 171 |
|
2019
Q4 | $31K | Hold |
90
| – | – | 0.01% | 398 |
|
2019
Q3 | $20K | Hold |
90
| – | – | 0.01% | 503 |
|
2019
Q2 | $15K | Hold |
90
| – | – | ﹤0.01% | 513 |
|
2019
Q1 | $20K | Hold |
90
| – | – | 0.01% | 475 |
|
2018
Q4 | $19K | Buy |
90
+87
| +2,900% | +$18.4K | 0.01% | 437 |
|
2018
Q3 | $2K | Hold |
3
| – | – | ﹤0.01% | 707 |
|
2018
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 777 |
|
2018
Q1 | $2K | Hold |
3
| – | – | ﹤0.01% | 861 |
|
2017
Q4 | $2K | Buy |
+3
| New | +$2K | ﹤0.01% | 800 |
|