SGCA
Steel Grove Capital Advisors’s Interpublic Group of Companies IPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
65,515
+1,513
| +2% | +$37K | 0.19% | 78 |
|
|
2025
Q1 | $1.74M | Buy |
64,002
+52,254
| +445% | +$1.42M | 0.26% | 55 |
|
|
2024
Q4 | $329K | Buy |
+11,748
| New | +$329K | 0.05% | 138 |
|
|
2021
Q4 | – | Sell |
-56,323
| Closed | -$2.07M | – | 155 |
|
|
2021
Q3 | $2.07M | Sell |
56,323
-1,901
| -3% | -$69.7K | 0.47% | 25 |
|
|
2021
Q2 | $1.89M | Sell |
58,224
-1,118
| -2% | -$36.3K | 0.52% | 28 |
|
|
2021
Q1 | $1.73M | Sell |
59,342
-4,717
| -7% | -$138K | 0.57% | 32 |
|
|
2020
Q4 | $1.51M | Buy |
64,059
+1,240
| +2% | +$29.2K | 0.49% | 34 |
|
|
2020
Q3 | $1.05M | Buy |
62,819
+2,052
| +3% | +$34.2K | 0.43% | 59 |
|
|
2020
Q2 | $1.04M | Sell |
60,767
-9,251
| -13% | -$159K | 0.47% | 62 |
|
|
2020
Q1 | $1.13M | Buy |
70,018
+4,467
| +7% | +$72.3K | 0.74% | 46 |
|
|
2019
Q4 | $1.51M | Buy |
65,551
+1,482
| +2% | +$34.2K | 0.85% | 39 |
|
|
2019
Q3 | $1.38M | Hold |
64,069
| – | – | 0.82% | 47 |
|
|
2019
Q2 | $1.45M | Buy |
64,069
+1,883
| +3% | +$42.5K | 0.9% | 39 |
|
|
2019
Q1 | $1.31M | Buy |
62,186
+1,151
| +2% | +$24.2K | 0.85% | 48 |
|
|
2018
Q4 | $1.26M | Buy |
+61,035
| New | +$1.26M | 0.18% | 116 |
|