SBL
Sargent Bickham Lagudis’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $4.29M | Buy |
6,053
+24
| +0.4% | +$17K | 0.35% | 64 |
|
|
2022
Q3 | $3.32M | Buy |
6,029
+32
| +0.5% | +$17.6K | 0.3% | 74 |
|
|
2022
Q2 | $3.65M | Buy |
5,997
+46
| +0.8% | +$28K | 0.32% | 72 |
|
|
2022
Q1 | $4.55M | Buy |
5,951
+271
| +5% | +$207K | 0.35% | 55 |
|
|
2021
Q4 | $5.2M | Buy |
5,680
+49
| +0.9% | +$44.9K | 0.39% | 56 |
|
|
2021
Q3 | $4.72M | Buy |
5,631
+66
| +1% | +$55.3K | 0.38% | 60 |
|
|
2021
Q2 | $4.87M | Sell |
5,565
-189
| -3% | -$165K | 0.4% | 58 |
|
|
2021
Q1 | $4.34M | Sell |
5,754
-428
| -7% | -$323K | 0.38% | 60 |
|
|
2020
Q4 | $4.46M | Sell |
6,182
-225
| -4% | -$162K | 0.41% | 59 |
|
|
2020
Q3 | $3.61M | Sell |
6,407
-249
| -4% | -$140K | 0.36% | 61 |
|
|
2020
Q2 | $3.62M | Buy |
6,656
+144
| +2% | +$78.3K | 0.39% | 57 |
|
|
2020
Q1 | $2.87M | Buy |
6,512
+521
| +9% | +$229K | 0.37% | 61 |
|
|
2019
Q4 | $3.01M | Buy |
5,991
+280
| +5% | +$141K | 0.33% | 70 |
|
|
2019
Q3 | $2.55M | Buy |
5,711
+483
| +9% | +$215K | 0.31% | 71 |
|
|
2019
Q2 | $2.45M | Buy |
5,228
+246
| +5% | +$115K | 0.29% | 71 |
|
|
2019
Q1 | $2.13M | Buy |
4,982
+492
| +11% | +$210K | 0.25% | 83 |
|
|
2018
Q4 | $1.76M | Sell |
4,490
-138
| -3% | -$54.2K | 0.23% | 87 |
|
|
2018
Q3 | $2.18M | Buy |
4,628
+269
| +6% | +$127K | 0.26% | 81 |
|
|
2018
Q2 | $2.18M | Sell |
4,359
-314
| -7% | -$157K | 0.27% | 80 |
|
|
2018
Q1 | $2.53M | Sell |
4,673
-68
| -1% | -$36.8K | 0.32% | 69 |
|
|
2017
Q4 | $2.44M | Buy |
4,741
+190
| +4% | +$97.6K | 0.29% | 76 |
|
|
2017
Q3 | $2.04M | Buy |
4,551
+615
| +16% | +$275K | 0.25% | 91 |
|
|
2017
Q2 | $1.66M | Buy |
3,936
+3,886
| +7,772% | +$1.64M | 0.21% | 98 |
|
|
2017
Q1 | $19K | Hold |
50
| – | – | ﹤0.01% | 490 |
|
|
2016
Q4 | $19K | Hold |
50
| – | – | ﹤0.01% | 465 |
|
|
2016
Q3 | $18 | Sell |
50
-16
| -24% | -$6 | ﹤0.01% | 491 |
|
|
2016
Q2 | $23K | Hold |
66
| – | – | ﹤0.01% | 441 |
|
|
2016
Q1 | $22K | Buy |
+66
| New | +$22K | ﹤0.01% | 471 |
|