Stonegate Investment Group’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$27M Buy
170,660
+17,131
+11% +$2.71M 0.68% 35
2025
Q1
$16.6M Buy
153,529
+1,685
+1% +$183K 0.44% 40
2024
Q4
$20.4M Buy
151,844
+10,327
+7% +$1.39M 0.54% 37
2024
Q3
$17.2M Buy
141,517
+4,268
+3% +$518K 0.45% 39
2024
Q2
$17M Sell
137,249
-121
-0.1% -$14.9K 0.49% 37
2024
Q1
$12.4M Sell
137,370
-8,430
-6% -$762K 0.39% 42
2023
Q4
$7.22M Buy
145,800
+16,750
+13% +$829K 0.24% 57
2023
Q3
$5.61M Sell
129,050
-1,930
-1% -$84K 0.2% 60
2023
Q2
$5.54M Sell
130,980
-2,800
-2% -$118K 0.2% 65
2023
Q1
$3.72M Buy
133,780
+12,690
+10% +$352K 0.14% 78
2022
Q4
$1.77M Sell
121,090
-880
-0.7% -$12.9K 0.08% 105
2022
Q3
$1.48M Sell
121,970
-39,420
-24% -$479K 0.07% 117
2022
Q2
$2.45M Sell
161,390
-46,220
-22% -$701K 0.11% 98
2022
Q1
$5.67M Buy
207,610
+6,070
+3% +$166K 0.19% 63
2021
Q4
$5.93M Buy
+201,540
New +$5.93M 0.25% 64