RWA
Redmont Wealth Advisors’s Superior Group of Companies SGC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $482K | Sell |
44,088
-9,722
| -18% | -$106K | 0.94% | 22 |
|
2024
Q4 | $889K | Sell |
53,810
-145
| -0.3% | -$2.4K | 1.54% | 15 |
|
2024
Q3 | $836K | Sell |
53,955
-2,408
| -4% | -$37.3K | 1.29% | 15 |
|
2024
Q2 | $1.07M | Sell |
56,363
-19,512
| -26% | -$369K | 1.68% | 9 |
|
2024
Q1 | $1.25M | Sell |
75,875
-1,885
| -2% | -$31.1K | 1.74% | 11 |
|
2023
Q4 | $1.05M | Buy |
77,760
+11,168
| +17% | +$151K | 1.53% | 14 |
|
2023
Q3 | $518K | Buy |
+66,592
| New | +$518K | 0.91% | 38 |
|