Seven Post Investment Office’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-17,000
| Closed | -$204K | – | 59 |
|
|
2023
Q1 | $204K | Hold |
17,000
| – | – | 0.07% | 54 |
|
|
2022
Q4 | $138K | Hold |
17,000
| – | – | 0.05% | 54 |
|
|
2022
Q3 | $128K | Hold |
17,000
| – | – | 0.05% | 43 |
|
|
2022
Q2 | $127K | Hold |
17,000
| – | – | 0.05% | 47 |
|
|
2022
Q1 | $198K | Hold |
17,000
| – | – | 0.06% | 48 |
|
|
2021
Q4 | $231K | Buy |
+17,000
| New | +$231K | 0.06% | 45 |
|