SG Americas Securities’s Forrester Research FORR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,856
| Closed | -$147K | – | 3166 |
|
|
2025
Q1 | $147K | Buy |
15,856
+8,761
| +123% | +$111K | ﹤0.01% | 2757 |
|
|
2024
Q4 | $111K | Buy |
+7,095
| New | +$114K | ﹤0.01% | 2657 |
|
|
2024
Q1 | – | Sell |
-4,380
| Closed | -$117K | – | 3129 |
|
|
2023
Q4 | $117K | Buy |
4,380
+753
| +21% | +$19.6K | ﹤0.01% | 2640 |
|
|
2023
Q3 | $105K | Buy |
+3,627
| New | +$112K | ﹤0.01% | 2766 |
|
|
2023
Q2 | – | Sell |
-6,182
| Closed | -$200K | – | 2587 |
|
|
2023
Q1 | $200K | Buy |
+6,182
| New | +$214K | ﹤0.01% | 2413 |
|
|
2022
Q2 | – | Sell |
-4,504
| Closed | -$254K | – | 3477 |
|
|
2022
Q1 | $254K | Sell |
4,504
-6,193
| -58% | -$334K | ﹤0.01% | 2283 |
|
|
2021
Q4 | $628K | Sell |
10,697
-118
| -1% | -$6.56K | ﹤0.01% | 1994 |
|
|
2021
Q3 | $533K | Buy |
+10,815
| New | +$507K | ﹤0.01% | 2437 |
|
|
2021
Q2 | – | Sell |
-2,821
| Closed | -$120K | – | 2978 |
|
|
2021
Q1 | $120K | Sell |
2,821
-2,171
| -43% | -$94.2K | ﹤0.01% | 2986 |
|
|
2020
Q4 | $209K | Buy |
+4,992
| New | +$199K | ﹤0.01% | 2601 |
|
|
2020
Q3 | – | Sell |
-6,983
| Closed | -$224K | – | 2962 |
|
|
2020
Q2 | $224K | Buy |
6,983
+3,084
| +79% | +$97.9K | ﹤0.01% | 2765 |
|
|
2020
Q1 | $114K | Buy |
+3,899
| New | +$148K | ﹤0.01% | 2899 |
|
|
2019
Q4 | – | Sell |
-4,626
| Closed | -$149K | – | 3333 |
|
|
2019
Q3 | $149K | Buy |
+4,626
| New | +$183K | ﹤0.01% | 2510 |
|
|
2019
Q2 | – | Sell |
-4,640
| Closed | -$224K | – | 3203 |
|
|
2019
Q1 | $224K | Buy |
+4,640
| New | +$216K | ﹤0.01% | 2488 |
|
|
2018
Q3 | – | Sell |
-3,390
| Closed | -$142K | – | 3263 |
|
|
2018
Q2 | $142K | Buy |
+3,390
| New | +$145K | ﹤0.01% | 2842 |
|
|
2016
Q4 | – | Sell |
-4,147
| Closed | -$161K | – | 3222 |
|
|
2016
Q3 | $161K | Buy |
+4,147
| New | +$164K | ﹤0.01% | 2665 |
|
|
2015
Q1 | – | Sell |
-2,750
| Closed | -$108K | – | 2713 |
|
|
2014
Q4 | $108K | Buy |
+2,750
| New | +$109K | ﹤0.01% | 2867 |
|
Other funds holding FORR
RA
ACH
PRCP
PCM
