Spire Wealth Management’s Star Group SGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.1K | Sell |
4,537
-300
| -6% | -$3.51K | ﹤0.01% | 1174 |
|
|
2025
Q1 | $63.8K | Hold |
4,837
| – | – | ﹤0.01% | 1196 |
|
|
2024
Q4 | $55.8K | Hold |
4,837
| – | – | ﹤0.01% | 1243 |
|
|
2024
Q3 | $56.8K | Hold |
4,837
| – | – | ﹤0.01% | 1095 |
|
|
2024
Q2 | $51.5K | Hold |
4,837
| – | – | ﹤0.01% | 1110 |
|
|
2024
Q1 | $48.5K | Hold |
4,837
| – | – | ﹤0.01% | 1226 |
|
|
2023
Q4 | $54.5K | Hold |
4,837
| – | – | ﹤0.01% | 1179 |
|
|
2023
Q3 | $58.2K | Hold |
4,837
| – | – | ﹤0.01% | 1116 |
|
|
2023
Q2 | $66.1K | Hold |
4,837
| – | – | ﹤0.01% | 1099 |
|
|
2023
Q1 | $62.7K | Hold |
4,837
| – | – | ﹤0.01% | 1105 |
|
|
2022
Q4 | $58K | Hold |
4,837
| – | – | ﹤0.01% | 936 |
|
|
2022
Q3 | $39K | Sell |
4,837
-14,993
| -76% | -$121K | ﹤0.01% | 1046 |
|
|
2022
Q2 | $182K | Hold |
19,830
| – | – | 0.01% | 801 |
|
|
2022
Q1 | $220K | Sell |
19,830
-500
| -2% | -$5.55K | 0.01% | 851 |
|
|
2021
Q4 | $219K | Buy |
20,330
+500
| +3% | +$5.39K | ﹤0.01% | 1055 |
|
|
2021
Q3 | $202K | Hold |
19,830
| – | – | 0.01% | 920 |
|
|
2021
Q2 | $222K | Buy |
19,830
+537
| +3% | +$6.01K | 0.01% | 901 |
|
|
2021
Q1 | $204K | Buy |
+19,293
| New | +$204K | 0.01% | 1054 |
|