Stonegate Investment Group’s Dell DELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$205K	Buy	+1,675	New	+$205K	0.01%	373
2024 Q4	–	Sell	-5,726	Closed	-$679K	–	404
2024 Q3	$679K	Buy	+5,726	New	+$679K	0.02%	196