Sterling Financial Planning’s Selective Insurance SIGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$819K	Sell	10,862 -556	-5%	-$45.5K	0.24%	53
2025 Q4	$955K	Hold	11,418	–	–	0.29%	52
2025 Q3	$926K	Hold	11,418	–	–	0.29%	51
2025 Q2	$989K	Hold	11,418	–	–	0.33%	52
2025 Q1	$1.05M	Sell	11,418 -1,200	-10%	-$105K	0.38%	51
2024 Q4	$1.18M	Hold	12,618	–	–	0.43%	48
2024 Q3	$1.18M	Hold	12,618	–	–	0.43%	48
2024 Q2	$1.18M	Sell	12,618 -520	-4%	-$50.9K	0.48%	48
2024 Q1	$1.43M	Hold	13,138	–	–	0.58%	43
2023 Q4	$1.31M	Hold	13,138	–	–	0.57%	47
2023 Q3	$1.36M	Hold	13,138	–	–	0.69%	38
2023 Q2	$1.26M	Hold	13,138	–	–	0.62%	41
2023 Q1	$1.25M	Sell	13,138 -1,120	-8%	-$107K	0.68%	40
2022 Q4	$1.26M	Hold	14,258	–	–	0.75%	37
2022 Q3	$1.16M	Hold	14,258	–	–	0.81%	31
2022 Q2	$1.24M	Hold	14,258	–	–	0.87%	29
2022 Q1	$1.27M	Sell	14,258 -1,000	-7%	-$81.4K	0.8%	28
2021 Q4	$1.25M	Hold	15,258	–	–	0.78%	28
2021 Q3	$1.15M	Hold	15,258	–	–	0.73%	27
2021 Q2	$1.24M	Sell	15,258 -666	-4%	-$50.9K	0.8%	26
2021 Q1	$1.16M	Hold	15,924	–	–	0.82%	26
2020 Q4	$1.07M	Buy	+15,924	New	+$954K	0.86%	24