Steward Partners Investment Advisory’s Sangamo Therapeutics SGMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,000
| Closed | -$866 | – | 4087 |
|
|
2024
Q3 | $866 | Hold |
1,000
| – | – | ﹤0.01% | 3543 |
|
|
2024
Q2 | $358 | Hold |
1,000
| – | – | ﹤0.01% | 3502 |
|
|
2024
Q1 | $670 | Hold |
1,000
| – | – | ﹤0.01% | 3404 |
|
|
2023
Q4 | $543 | Hold |
1,000
| – | – | ﹤0.01% | 3355 |
|
|
2023
Q3 | $600 | Hold |
1,000
| – | – | ﹤0.01% | 3238 |
|
|
2023
Q2 | $1.3K | Hold |
1,000
| – | – | ﹤0.01% | 3093 |
|
|
2023
Q1 | $1.76K | Hold |
1,000
| – | – | ﹤0.01% | 3042 |
|
|
2022
Q4 | $3.14K | Sell |
1,000
-1,500
| -60% | -$4.71K | ﹤0.01% | 2915 |
|
|
2022
Q3 | $12K | Hold |
2,500
| – | – | ﹤0.01% | 2454 |
|
|
2022
Q2 | $10K | Sell |
2,500
-722
| -22% | -$2.89K | ﹤0.01% | 2523 |
|
|
2022
Q1 | $19K | Hold |
3,222
| – | – | ﹤0.01% | 2401 |
|
|
2021
Q4 | $24K | Sell |
3,222
-340
| -10% | -$2.53K | ﹤0.01% | 2252 |
|
|
2021
Q3 | $32K | Hold |
3,562
| – | – | ﹤0.01% | 2104 |
|
|
2021
Q2 | $43K | Hold |
3,562
| – | – | ﹤0.01% | 3652 |
|
|
2021
Q1 | $44.6K | Hold |
3,562
| – | – | ﹤0.01% | 2045 |
|
|
2020
Q4 | $56K | Sell |
3,562
-500
| -12% | -$7.86K | ﹤0.01% | 1616 |
|
|
2020
Q3 | $38K | Hold |
4,062
| – | – | ﹤0.01% | 1623 |
|
|
2020
Q2 | $36K | Sell |
4,062
-100
| -2% | -$886 | ﹤0.01% | 1551 |
|
|
2020
Q1 | $26K | Sell |
4,162
-409
| -9% | -$2.56K | ﹤0.01% | 1511 |
|
|
2019
Q4 | $38K | Sell |
4,571
-91
| -2% | -$757 | ﹤0.01% | 1519 |
|
|
2019
Q3 | $42K | Hold |
4,662
| – | – | ﹤0.01% | 1427 |
|
|
2019
Q2 | $50K | Buy |
+4,662
| New | +$50K | ﹤0.01% | 1337 |
|
|
2018
Q4 | – | Sell |
-4,812
| Closed | -$82K | – | 1921 |
|
|
2018
Q3 | $82K | Buy |
4,812
+750
| +18% | +$12.8K | ﹤0.01% | 998 |
|
|
2018
Q2 | $58K | Sell |
4,062
-325
| -7% | -$4.64K | ﹤0.01% | 1050 |
|
|
2018
Q1 | $83K | Hold |
4,387
| – | – | 0.01% | 830 |
|
|
2017
Q4 | $71K | Hold |
4,387
| – | – | 0.01% | 720 |
|
|
2017
Q3 | $65K | Sell |
4,387
-51
| -1% | -$756 | 0.01% | 631 |
|
|
2017
Q2 | $39K | Hold |
4,438
| – | – | ﹤0.01% | 686 |
|
|
2017
Q1 | $23K | Hold |
4,438
| – | – | ﹤0.01% | 723 |
|
|
2016
Q4 | $13K | Buy |
+4,438
| New | +$13K | 0.01% | 519 |
|