SFMG Wealth Advisors’s SLR Senior Investment Corp. Common Stock SUNS Stock Holding History

SFMG Wealth Advisors’s Portfolio SUNS Stock Details SUNS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-14,834	Closed	-$210K	–	318
2022 Q1	$210K	Hold	14,834	–	–	0.02%	266
2021 Q4	$207K	Buy	14,834 +2,000	+16%	+$30.3K	0.02%	262
2021 Q3	$199K	Hold	12,834	–	–	0.02%	245
2021 Q2	$195K	Hold	12,834	–	–	0.02%	249
2021 Q1	$189K	Hold	12,834	–	–	0.02%	229
2020 Q4	$186K	Hold	12,834	–	–	0.02%	213
2020 Q3	$162K	Buy	+12,834	New	+$167K	0.02%	171

Other funds holding SUNS

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SFMG Wealth Advisors's SUNS Position: Q2 2022 in Review

SFMG Wealth Advisors sold out of SLR Senior Investment Corp. Common Stock (SUNS) in Q2 2022, closing a stake of 14,834 shares — an estimated $210K sold.

SFMG Wealth Advisors first reported a position in SUNS in Q3 2020 and held it in 7 quarters. The position peaked at $210K in Q1 2022. 1 fund tracked by Wall St. Rank holds SUNS as of Q2 2022.

SFMG Wealth Advisors reported no remaining SLR Senior Investment Corp. Common Stock position as of Q2 2022 after selling out during the quarter.
SFMG Wealth Advisors sold 14,834 SLR Senior Investment Corp. Common Stock shares in Q2 2022, an estimated $210K.
SFMG Wealth Advisors first reported a position in SLR Senior Investment Corp. Common Stock in Q3 2020 and held it in 7 quarters.
SFMG Wealth Advisors's SLR Senior Investment Corp. Common Stock position peaked at $210K in Q1 2022.
1 fund tracked by Wall St. Rank held SLR Senior Investment Corp. Common Stock as of Q2 2022.

Based on SFMG Wealth Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.