SFMG Wealth Advisors’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Buy |
|
|||||
|
2025
Q1 | $244K | Buy |
|
|||||
|
2024
Q4 | $220K | Hold |
|
|||||
|
2024
Q3 | $207K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $212K | Sell |
|
|||||
|
2023
Q1 | $245K | Buy |
|
|||||
|
2022
Q4 | $258K | Hold |
|
|||||
|
2022
Q3 | $242K | Sell |
|
|||||
|
2022
Q2 | $214K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $322K | Sell |
|
|||||
|
2021
Q3 | $370K | Hold |
|
|||||
|
2021
Q2 | $337K | Hold |
|
|||||
|
2021
Q1 | $282K | Buy |
|
|||||
|
2020
Q4 | $248K | Buy |
|