Summit Trail Advisors’s Forge Global Holdings FRGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $235K | Sell |
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|
2025
Q3 | $190K | Buy |
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|
2025
Q2 | $204K | Buy |
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|
2025
Q1 | $88.6K | Buy |
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|
2024
Q4 | $123K | Sell |
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|
2024
Q3 | $342K | Sell |
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|
2024
Q2 | $417K | Sell |
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|
2024
Q1 | $571K | Sell |
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|
2023
Q4 | $1.1M | Buy |
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|
2023
Q3 | $600K | Hold |
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|
2023
Q2 | $718K | Sell |
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|
2023
Q1 | $597K | Buy |
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|
2022
Q4 | $71.3K | Sell |
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|
2022
Q3 | $590K | Buy |
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|
2022
Q2 | $2.65M | Buy |
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