Steward Partners Investment Advisory’s Capital Group Growth ETF CGGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9M | Buy |
391,757
+83,376
| +27% | +$3.39M | 0.12% | 166 |
|
|
2025
Q1 | $10.6M | Buy |
308,381
+30,927
| +11% | +$1.06M | 0.09% | 216 |
|
|
2024
Q4 | $10.3M | Buy |
277,454
+5,728
| +2% | +$213K | 0.09% | 218 |
|
|
2024
Q3 | $9.45M | Buy |
271,726
+100,897
| +59% | +$3.51M | 0.09% | 227 |
|
|
2024
Q2 | $5.62M | Buy |
170,829
+4,834
| +3% | +$159K | 0.06% | 309 |
|
|
2024
Q1 | $5.31M | Buy |
165,995
+7,314
| +5% | +$234K | 0.06% | 322 |
|
|
2023
Q4 | $4.48M | Buy |
158,681
+6,581
| +4% | +$186K | 0.06% | 308 |
|
|
2023
Q3 | $3.73M | Sell |
152,100
-66
| -0% | -$1.62K | 0.06% | 317 |
|
|
2023
Q2 | $3.84M | Sell |
152,166
-6,875
| -4% | -$173K | 0.06% | 314 |
|
|
2023
Q1 | $3.57M | Buy |
159,041
+10,592
| +7% | +$238K | 0.06% | 328 |
|
|
2022
Q4 | $2.96M | Buy |
148,449
+88,835
| +149% | +$1.77M | 0.05% | 356 |
|
|
2022
Q3 | $1.16M | Buy |
+59,614
| New | +$1.16M | 0.02% | 572 |
|