Schwarz Dygos Wheeler Investment Advisors’s Somnigroup International Inc. SGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $698K | Sell |
10,250
-1,000
| -9% | -$68.1K | 0.16% | 93 |
|
|
2025
Q1 | $674K | Sell |
11,250
-1,000
| -8% | -$59.9K | 0.16% | 90 |
|
|
2024
Q4 | $694K | Sell |
12,250
-850
| -6% | -$48.2K | 0.17% | 87 |
|
|
2024
Q3 | $715K | Hold |
13,100
| – | – | 0.18% | 88 |
|
|
2024
Q2 | $620K | Hold |
13,100
| – | – | 0.17% | 85 |
|
|
2024
Q1 | $744K | Hold |
13,100
| – | – | 0.21% | 77 |
|
|
2023
Q4 | $668K | Hold |
13,100
| – | – | 0.21% | 79 |
|
|
2023
Q3 | $568K | Hold |
13,100
| – | – | 0.19% | 81 |
|
|
2023
Q2 | $525K | Hold |
13,100
| – | – | 0.17% | 83 |
|
|
2023
Q1 | $517K | Hold |
13,100
| – | – | 0.19% | 75 |
|
|
2022
Q4 | $450K | Buy |
13,100
+1,000
| +8% | +$34.3K | 0.18% | 79 |
|
|
2022
Q3 | $292K | Buy |
12,100
+9,100
| +303% | +$220K | 0.13% | 92 |
|
|
2022
Q2 | $64K | Hold |
3,000
| – | – | 0.03% | 125 |
|
|
2022
Q1 | $84K | Buy |
+3,000
| New | +$84K | 0.03% | 136 |
|