SWA
SFMG Wealth Advisors’s Nasdaq NDAQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Buy |
3,211
+1
| +0% | +$89 | 0.02% | 216 |
|
|
2025
Q1 | $244K | Buy |
3,210
+369
| +13% | +$28K | 0.02% | 231 |
|
|
2024
Q4 | $220K | Hold |
2,841
| – | – | 0.02% | 240 |
|
|
2024
Q3 | $207K | Buy |
+2,841
| New | +$207K | 0.02% | 248 |
|
|
2023
Q3 | – | Sell |
-4,254
| Closed | -$212K | – | 270 |
|
|
2023
Q2 | $212K | Sell |
4,254
-225
| -5% | -$11.2K | 0.02% | 222 |
|
|
2023
Q1 | $245K | Buy |
4,479
+270
| +6% | +$14.8K | 0.03% | 208 |
|
|
2022
Q4 | $258K | Hold |
4,209
| – | – | 0.03% | 193 |
|
|
2022
Q3 | $242K | Buy |
4,209
+2,804
| +200% | +$161K | 0.03% | 195 |
|
|
2022
Q2 | $214K | Buy |
+1,405
| New | +$214K | 0.02% | 224 |
|
|
2022
Q1 | – | Sell |
-1,535
| Closed | -$322K | – | 317 |
|
|
2021
Q4 | $322K | Sell |
1,535
-380
| -20% | -$79.7K | 0.03% | 191 |
|
|
2021
Q3 | $370K | Hold |
1,915
| – | – | 0.04% | 173 |
|
|
2021
Q2 | $337K | Hold |
1,915
| – | – | 0.04% | 185 |
|
|
2021
Q1 | $282K | Buy |
1,915
+50
| +3% | +$7.36K | 0.03% | 190 |
|
|
2020
Q4 | $248K | Buy |
+1,865
| New | +$248K | 0.03% | 188 |
|