Roxbury Financial’s Star Group SGU Stock Holding History

Roxbury Financial’s Portfolio SGU Stock Details SGU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$128K	Buy	9,980 +70	+0.7%	+$888	0.1%	130
2026 Q1	$122K	Buy	9,910 +46	+0.5%	+$582	0.11%	125
2025 Q4	$117K	Buy	9,864 +69	+0.7%	+$817	0.1%	123
2025 Q3	$116K	Buy	9,795 +69	+0.7%	+$806	0.11%	121
2025 Q2	$114K	Buy	9,726 +65	+0.7%	+$799	0.11%	117
2025 Q1	$126K	Buy	9,661 +62	+0.6%	+$776	0.12%	108
2024 Q4	$122K	Buy	+9,599	New	+$113K	0.12%	108

Other funds holding SGU

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return