Sterling Financial Planning’s Selective Insurance SIGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $989K | Hold |
11,418
| – | – | 0.33% | 52 |
|
|
2025
Q1 | $1.05M | Sell |
11,418
-1,200
| -10% | -$110K | 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% | -$48.8K | 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% | -$89.4K | 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% | -$54K | 0.8% | 26 |
|
|
2021
Q1 | $1.16M | Hold |
15,924
| – | – | 0.82% | 26 |
|
|
2020
Q4 | $1.07M | Buy |
+15,924
| New | +$1.07M | 0.86% | 24 |
|