SG
Stephens Group’s CS Disco LAW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.1M | Hold |
7,796,632
| – | – | 18.76% | 3 |
|
|
2025
Q1 | $31.9M | Hold |
7,796,632
| – | – | 16.43% | 3 |
|
|
2024
Q4 | $38.9M | Hold |
7,796,632
| – | – | 19.44% | 3 |
|
|
2024
Q3 | $45.8M | Hold |
7,796,632
| – | – | 24.38% | 3 |
|
|
2024
Q2 | $46.5M | Hold |
7,796,632
| – | – | 20.66% | 3 |
|
|
2024
Q1 | $63.4M | Hold |
7,796,632
| – | – | 25.27% | 3 |
|
|
2023
Q4 | $59.2M | Hold |
7,796,632
| – | – | 24.71% | 3 |
|
|
2023
Q3 | $51.8M | Hold |
7,796,632
| – | – | 23.41% | 3 |
|
|
2023
Q2 | $64.1M | Hold |
7,796,632
| – | – | 26.37% | 3 |
|
|
2023
Q1 | $51.8M | Hold |
7,796,632
| – | – | 20.54% | 3 |
|
|
2022
Q4 | $49.3M | Hold |
7,796,632
| – | – | 18.8% | 3 |
|
|
2022
Q3 | $78M | Hold |
7,796,632
| – | – | 29.88% | 2 |
|
|
2022
Q2 | $141M | Sell |
7,796,632
-141,371
| -2% | -$2.55M | 60.95% | 1 |
|
|
2022
Q1 | $270M | Sell |
7,938,003
-1,102,381
| -12% | -$37.4M | 67.58% | 1 |
|
|
2021
Q4 | $323M | Buy |
+9,040,384
| New | +$323M | 68.65% | 1 |
|