Ritholtz Wealth Management’s Superior Group of Companies SGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-27,333
| Closed | -$452K | – | 964 |
|
|
2024
Q4 | $452K | Sell |
27,333
-538
| -2% | -$8.89K | 0.01% | 592 |
|
|
2024
Q3 | $432K | Sell |
27,871
-15,068
| -35% | -$233K | 0.01% | 599 |
|
|
2024
Q2 | $812K | Buy |
42,939
+9,802
| +30% | +$185K | 0.03% | 407 |
|
|
2024
Q1 | $547K | Buy |
+33,137
| New | +$547K | 0.02% | 501 |
|