Spire Wealth Management’s Star Group SGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $53.7K | Hold |
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|
2025
Q2 | $53.1K | Sell |
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|
2025
Q1 | $63.8K | Hold |
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|
2024
Q4 | $55.8K | Hold |
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|
2024
Q3 | $56.8K | Hold |
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|
2024
Q2 | $51.5K | Hold |
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|
2024
Q1 | $48.5K | Hold |
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|
2023
Q4 | $54.5K | Hold |
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|
2023
Q3 | $58.2K | Hold |
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|
2023
Q2 | $66.1K | Hold |
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|
2023
Q1 | $62.7K | Hold |
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|
2022
Q4 | $58K | Hold |
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|
2022
Q3 | $39K | Sell |
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|
2022
Q2 | $182K | Hold |
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|
2022
Q1 | $220K | Sell |
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|
2021
Q4 | $219K | Buy |
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|
2021
Q3 | $202K | Hold |
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|
2021
Q2 | $222K | Buy |
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|
2021
Q1 | $204K | Buy |
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