SFMG Wealth Advisors’s GrowGeneration GRWG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-10,349
| Closed | -$11.2K | – | 290 |
|
2025
Q1 | $11.2K | Hold |
10,349
| – | – | ﹤0.01% | 283 |
|
2024
Q4 | $17.5K | Hold |
10,349
| – | – | ﹤0.01% | 273 |
|
2024
Q3 | $22K | Hold |
10,349
| – | – | ﹤0.01% | 273 |
|
2024
Q2 | $22.3K | Hold |
10,349
| – | – | ﹤0.01% | 271 |
|
2024
Q1 | $29.6K | Hold |
10,349
| – | – | ﹤0.01% | 280 |
|
2023
Q4 | $26K | Sell |
10,349
-29
| -0.3% | -$73 | ﹤0.01% | 268 |
|
2023
Q3 | $30.3K | Hold |
10,378
| – | – | ﹤0.01% | 247 |
|
2023
Q2 | $35.3K | Sell |
10,378
-2,000
| -16% | -$6.8K | ﹤0.01% | 247 |
|
2023
Q1 | $42.3K | Hold |
12,378
| – | – | ﹤0.01% | 252 |
|
2022
Q4 | $48.5K | Hold |
12,378
| – | – | 0.01% | 247 |
|
2022
Q3 | $43K | Hold |
12,378
| – | – | 0.01% | 239 |
|
2022
Q2 | $44K | Hold |
12,378
| – | – | 0.01% | 259 |
|
2022
Q1 | $114K | Hold |
12,378
| – | – | 0.01% | 281 |
|
2021
Q4 | $162K | Hold |
12,378
| – | – | 0.02% | 278 |
|
2021
Q3 | $305K | Buy |
12,378
+280
| +2% | +$6.9K | 0.03% | 192 |
|
2021
Q2 | $582K | Buy |
12,098
+452
| +4% | +$21.7K | 0.06% | 134 |
|
2021
Q1 | $579K | Buy |
11,646
+2,658
| +30% | +$132K | 0.07% | 125 |
|
2020
Q4 | $361K | Buy |
+8,988
| New | +$361K | 0.05% | 155 |
|