SGCA
Steel Grove Capital Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
56,031
+9,596
| +21% | +$254K | 0.18% | 82 |
|
|
2025
Q1 | $1.62M | Buy |
46,435
+40,328
| +660% | +$1.41M | 0.25% | 62 |
|
|
2024
Q4 | $245K | Sell |
6,107
-23,426
| -79% | -$940K | 0.03% | 160 |
|
|
2024
Q3 | $1.63M | Sell |
29,533
-669
| -2% | -$36.8K | 0.23% | 68 |
|
|
2024
Q2 | $1.6M | Sell |
30,202
-3,268
| -10% | -$173K | 0.22% | 67 |
|
|
2024
Q1 | $1.94M | Buy |
33,470
+23,362
| +231% | +$1.35M | 0.26% | 52 |
|
|
2023
Q4 | $554K | Sell |
10,108
-26,662
| -73% | -$1.46M | 0.07% | 94 |
|
|
2023
Q3 | $1.9M | Sell |
36,770
-526
| -1% | -$27.1K | 0.25% | 58 |
|
|
2023
Q2 | $1.99M | Buy |
37,296
+1,537
| +4% | +$81.9K | 0.25% | 61 |
|
|
2023
Q1 | $1.96M | Buy |
35,759
+1,425
| +4% | +$78.1K | 0.26% | 62 |
|
|
2022
Q4 | $1.73M | Buy |
34,334
+411
| +1% | +$20.7K | 0.25% | 66 |
|
|
2022
Q3 | $1.49M | Buy |
33,923
+3,310
| +11% | +$145K | 0.26% | 62 |
|
|
2022
Q2 | $1.58M | Buy |
30,613
+894
| +3% | +$46.1K | 0.29% | 56 |
|
|
2022
Q1 | $1.89M | Buy |
29,719
+19,873
| +202% | +$1.27M | 0.3% | 44 |
|
|
2021
Q4 | $558K | Sell |
9,846
-17,326
| -64% | -$982K | 0.11% | 83 |
|
|
2021
Q3 | $1.56M | Buy |
27,172
+1,355
| +5% | +$78K | 0.36% | 50 |
|
|
2021
Q2 | $1.63M | Buy |
+25,817
| New | +$1.63M | 0.45% | 47 |
|