SGCA
Steel Grove Capital Advisors’s Dillards DDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Buy |
5,477
+1,099
| +25% | +$459K | 0.27% | 39 |
|
|
2025
Q1 | $1.57M | Buy |
4,378
+64
| +1% | +$22.9K | 0.24% | 66 |
|
|
2024
Q4 | $1.86M | Buy |
4,314
+29
| +0.7% | +$12.5K | 0.26% | 46 |
|
|
2024
Q3 | $1.69M | Sell |
4,285
-31
| -0.7% | -$12.2K | 0.24% | 63 |
|
|
2024
Q2 | $1.9M | Sell |
4,316
-287
| -6% | -$126K | 0.26% | 42 |
|
|
2024
Q1 | $2.17M | Sell |
4,603
-447
| -9% | -$211K | 0.29% | 41 |
|
|
2023
Q4 | $2.04M | Buy |
+5,050
| New | +$2.04M | 0.28% | 45 |
|