Sanders Morris Harris’s Sera Prognostics SERA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $730K | Buy |
263,600
+169,400
| +180% | +$469K | 0.17% | 54 |
|
|
2025
Q1 | $347K | Buy |
94,200
+3,600
| +4% | +$13.2K | 0.05% | 190 |
|
|
2024
Q4 | $725K | Buy |
90,600
+56,500
| +166% | +$452K | 0.11% | 134 |
|
|
2024
Q3 | $266K | Sell |
34,100
-700
| -2% | -$5.46K | 0.04% | 229 |
|
|
2024
Q2 | $206K | Buy |
34,800
+15,700
| +82% | +$92.9K | 0.03% | 252 |
|
|
2024
Q1 | $174K | Buy |
+19,100
| New | +$174K | 0.03% | 242 |
|
|
2023
Q4 | – | Sell |
-445,105
| Closed | -$828K | – | 239 |
|
|
2023
Q3 | $828K | Buy |
445,105
+81,933
| +23% | +$152K | 0.17% | 87 |
|
|
2023
Q2 | $1.2M | Sell |
363,172
-73,270
| -17% | -$241K | 0.26% | 53 |
|
|
2023
Q1 | $1.67M | Buy |
+436,442
| New | +$1.67M | 0.58% | 20 |
|
|
2022
Q4 | – | Sell |
-1,389,573
| Closed | -$2.22M | – | 256 |
|
|
2022
Q3 | $2.22M | Buy |
1,389,573
+176,750
| +15% | +$283K | 0.54% | 27 |
|
|
2022
Q2 | $1.99M | Buy |
1,212,823
+582,086
| +92% | +$955K | 0.44% | 39 |
|
|
2022
Q1 | $2.39M | Buy |
630,737
+56,457
| +10% | +$214K | 0.47% | 39 |
|
|
2021
Q4 | $3.95M | Buy |
574,280
+2,046
| +0.4% | +$14.1K | 0.68% | 27 |
|
|
2021
Q3 | $6.36M | Buy |
+572,234
| New | +$6.36M | 1.16% | 20 |
|