STCG
Speece Thorson Capital Group’s Arrow Electronics ARW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.8M | Buy |
155,443
+3,164
| +2% | +$403K | 4.03% | 2 |
|
|
2025
Q1 | $15.8M | Sell |
152,279
-2,670
| -2% | -$277K | 3.26% | 8 |
|
|
2024
Q4 | $17.5M | Buy |
154,949
+18,203
| +13% | +$2.06M | 3.46% | 6 |
|
|
2024
Q3 | $18.2M | Sell |
136,746
-402
| -0.3% | -$53.4K | 3.36% | 5 |
|
|
2024
Q2 | $16.6M | Sell |
137,148
-2,595
| -2% | -$313K | 3.39% | 7 |
|
|
2024
Q1 | $18.1M | Buy |
139,743
+22,670
| +19% | +$2.93M | 3.5% | 6 |
|
|
2023
Q4 | $14.3M | Buy |
117,073
+1,900
| +2% | +$232K | 2.93% | 13 |
|
|
2023
Q3 | $14.4M | Sell |
115,173
-636
| -0.5% | -$79.7K | 3.18% | 9 |
|
|
2023
Q2 | $16.6M | Sell |
115,809
-1,206
| -1% | -$173K | 3.4% | 7 |
|
|
2023
Q1 | $14.6M | Sell |
117,015
-20,888
| -15% | -$2.61M | 3.08% | 10 |
|
|
2022
Q4 | $14.4M | Hold |
137,903
| – | – | 3.09% | 9 |
|
|
2022
Q3 | $12.7M | Buy |
137,903
+4,370
| +3% | +$403K | 2.9% | 11 |
|
|
2022
Q2 | $15M | Buy |
133,533
+20,368
| +18% | +$2.28M | 3.53% | 7 |
|
|
2022
Q1 | $13.4M | Sell |
113,165
-20,221
| -15% | -$2.4M | 2.87% | 14 |
|
|
2021
Q4 | $17.9M | Sell |
133,386
-33,030
| -20% | -$4.44M | 3.42% | 11 |
|
|
2021
Q3 | $18.7M | Sell |
166,416
-98
| -0.1% | -$11K | 3.91% | 4 |
|
|
2021
Q2 | $19M | Sell |
166,514
-844
| -0.5% | -$96.1K | 3.96% | 5 |
|
|
2021
Q1 | $18.5M | Sell |
167,358
-974
| -0.6% | -$108K | 3.91% | 4 |
|
|
2020
Q4 | $16.4M | Sell |
168,332
-22,836
| -12% | -$2.22M | 3.89% | 6 |
|
|
2020
Q3 | $15M | Buy |
191,168
+10,789
| +6% | +$849K | 3.98% | 5 |
|
|
2020
Q2 | $12.4M | Sell |
180,379
-2,163
| -1% | -$149K | 3.57% | 9 |
|
|
2020
Q1 | $9.47M | Sell |
182,542
-2,882
| -2% | -$149K | 3.26% | 14 |
|
|
2019
Q4 | $15.7M | Sell |
185,424
-1,448
| -0.8% | -$123K | 4.07% | 5 |
|
|
2019
Q3 | $13.9M | Sell |
186,872
-4,165
| -2% | -$311K | 3.72% | 6 |
|
|
2019
Q2 | $13.6M | Buy |
191,037
+32,533
| +21% | +$2.32M | 3.63% | 7 |
|
|
2019
Q1 | $12.2M | Sell |
158,504
-4,526
| -3% | -$349K | 3.36% | 10 |
|
|
2018
Q4 | $11.2M | Sell |
163,030
-16,858
| -9% | -$1.16M | 3.37% | 8 |
|
|
2018
Q3 | $13.3M | Sell |
179,888
-27,020
| -13% | -$1.99M | 3.08% | 10 |
|
|
2018
Q2 | $15.6M | Buy |
206,908
+21,713
| +12% | +$1.63M | 3.28% | 9 |
|
|
2018
Q1 | $14.3M | Sell |
185,195
-13,173
| -7% | -$1.01M | 3.03% | 12 |
|
|
2017
Q4 | $16M | Sell |
198,368
-1,388
| -0.7% | -$112K | 3.17% | 14 |
|
|
2017
Q3 | $16.1M | Buy |
199,756
+2,193
| +1% | +$176K | 3.34% | 12 |
|
|
2017
Q2 | $15.5M | Buy |
197,563
+1,021
| +0.5% | +$80.1K | 3.23% | 13 |
|
|
2017
Q1 | $14.4M | Buy |
196,542
+5,476
| +3% | +$402K | 3.05% | 16 |
|
|
2016
Q4 | $13.6M | Sell |
191,066
-20,887
| -10% | -$1.49M | 3.05% | 14 |
|
|
2016
Q3 | $13.6M | Buy |
211,953
+1,999
| +1% | +$128K | 2.91% | 17 |
|
|
2016
Q2 | $13M | Buy |
209,954
+2,811
| +1% | +$174K | 2.82% | 15 |
|
|
2016
Q1 | $13.3M | Buy |
207,143
+3,003
| +1% | +$193K | 3% | 12 |
|
|
2015
Q4 | $11.1M | Buy |
204,140
+40,254
| +25% | +$2.18M | 2.69% | 17 |
|
|
2015
Q3 | $9.06M | Sell |
163,886
-490
| -0.3% | -$27.1K | 2.25% | 22 |
|
|
2015
Q2 | $9.17M | Sell |
164,376
-1,240
| -0.7% | -$69.2K | 2.21% | 23 |
|
|
2015
Q1 | $10.1M | Buy |
165,616
+28,550
| +21% | +$1.75M | 2.38% | 21 |
|
|
2014
Q4 | $7.94M | Sell |
137,066
-1,870
| -1% | -$108K | 1.93% | 27 |
|
|
2014
Q3 | $7.69M | Sell |
138,936
-25,820
| -16% | -$1.43M | 1.97% | 26 |
|
|
2014
Q2 | $9.95M | Sell |
164,756
-1,390
| -0.8% | -$84K | 2.53% | 19 |
|
|
2014
Q1 | $9.86M | Sell |
166,146
-36,540
| -18% | -$2.17M | 2.6% | 19 |
|
|
2013
Q4 | $11M | Sell |
202,686
-41,870
| -17% | -$2.27M | 2.92% | 16 |
|
|
2013
Q3 | $11.9M | Sell |
244,556
-3,430
| -1% | -$166K | 3.28% | 10 |
|
|
2013
Q2 | $9.88M | Buy |
+247,986
| New | +$9.88M | 2.88% | 11 |
|