Steward Partners Investment Advisory’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-300
| Closed | -$3.59K | – | 3417 |
|
|
2023
Q1 | $3.59K | Hold |
300
| – | – | ﹤0.01% | 2891 |
|
|
2022
Q4 | $2.43K | Hold |
300
| – | – | ﹤0.01% | 2980 |
|
|
2022
Q3 | $2K | Hold |
300
| – | – | ﹤0.01% | 3084 |
|
|
2022
Q2 | $2K | Sell |
300
-13,966
| -98% | -$93.1K | ﹤0.01% | 3065 |
|
|
2022
Q1 | $166K | Sell |
14,266
-111
| -0.8% | -$1.29K | ﹤0.01% | 1372 |
|
|
2021
Q4 | $195K | Hold |
14,377
| – | – | ﹤0.01% | 1325 |
|
|
2021
Q3 | $232K | Hold |
14,377
| – | – | ﹤0.01% | 1215 |
|
|
2021
Q2 | $297K | Sell |
14,377
-1,000
| -7% | -$20.7K | 0.01% | 1193 |
|
|
2021
Q1 | $290K | Buy |
15,377
+9,027
| +142% | +$170K | 0.01% | 1105 |
|
|
2020
Q4 | $181K | Buy |
+6,350
| New | +$181K | ﹤0.01% | 1117 |
|