SWA
SFMG Wealth Advisors’s Kosmos Energy KOS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $161K | Hold |
93,480
| – | – | 0.01% | 259 |
|
2025
Q1 | $213K | Hold |
93,480
| – | – | 0.02% | 250 |
|
2024
Q4 | $320K | Hold |
93,480
| – | – | 0.03% | 192 |
|
2024
Q3 | $377K | Hold |
93,480
| – | – | 0.03% | 177 |
|
2024
Q2 | $518K | Hold |
93,480
| – | – | 0.05% | 135 |
|
2024
Q1 | $557K | Hold |
93,480
| – | – | 0.05% | 133 |
|
2023
Q4 | $627K | Sell |
93,480
-620
| -0.7% | -$4.16K | 0.06% | 115 |
|
2023
Q3 | $770K | Hold |
94,100
| – | – | 0.08% | 97 |
|
2023
Q2 | $564K | Hold |
94,100
| – | – | 0.06% | 113 |
|
2023
Q1 | $700K | Hold |
94,100
| – | – | 0.08% | 107 |
|
2022
Q4 | $598K | Hold |
94,100
| – | – | 0.07% | 119 |
|
2022
Q3 | $539K | Hold |
94,100
| – | – | 0.06% | 120 |
|
2022
Q2 | $582K | Hold |
94,100
| – | – | 0.07% | 118 |
|
2022
Q1 | $677K | Sell |
94,100
-9,500
| -9% | -$68.3K | 0.07% | 115 |
|
2021
Q4 | $358K | Hold |
103,600
| – | – | 0.03% | 178 |
|
2021
Q3 | $307K | Sell |
103,600
-100
| -0.1% | -$296 | 0.03% | 191 |
|
2021
Q2 | $359K | Buy |
103,700
+100
| +0.1% | +$346 | 0.04% | 179 |
|
2021
Q1 | $318K | Hold |
103,600
| – | – | 0.04% | 180 |
|
2020
Q4 | $243K | Hold |
103,600
| – | – | 0.03% | 189 |
|
2020
Q3 | $101K | Hold |
103,600
| – | – | 0.01% | 177 |
|
2020
Q2 | $172K | Hold |
103,600
| – | – | 0.02% | 154 |
|
2020
Q1 | $93K | Buy |
103,600
+92,000
| +793% | +$82.6K | 0.01% | 133 |
|
2019
Q4 | $66K | Buy |
+11,600
| New | +$66K | 0.01% | 167 |
|
2016
Q1 | – | Sell |
-10,000
| Closed | -$52K | – | 110 |
|
2015
Q4 | $52K | Hold |
10,000
| – | – | 0.01% | 109 |
|
2015
Q3 | $56K | Hold |
10,000
| – | – | 0.01% | 111 |
|
2015
Q2 | $84K | Sell |
10,000
-4,000
| -29% | -$33.6K | 0.02% | 119 |
|
2015
Q1 | $111K | Buy |
+14,000
| New | +$111K | 0.01% | 175 |
|