SWA
Sutton Wealth Advisors’s American Coastal Insurance ACIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $12.7K | Sell |
1,732
-5
| -0.3% | -$37 | 0.01% | 431 |
|
|
2023
Q2 | $7.75K | Sell |
1,737
-5
| -0.3% | -$22 | ﹤0.01% | 499 |
|
|
2023
Q1 | $4.91K | Sell |
1,742
-798,493
| -100% | -$2.25M | ﹤0.01% | 525 |
|
|
2022
Q4 | $848K | Sell |
800,235
-3
| -0% | -$3 | 0.32% | 55 |
|
|
2022
Q3 | $513K | Hold |
800,238
| – | – | 0.21% | 75 |
|
|
2022
Q2 | $1.25M | Buy |
800,238
+6,750
| +0.9% | +$10.5K | 0.5% | 39 |
|
|
2022
Q1 | $2.63M | Buy |
793,488
+6
| +0% | +$20 | 0.9% | 24 |
|
|
2021
Q4 | $3.44M | Buy |
793,482
+4
| +0% | +$17 | 1.15% | 20 |
|
|
2021
Q3 | $2.88M | Buy |
793,478
+5
| +0% | +$18 | 1.06% | 20 |
|
|
2021
Q2 | $4.52M | Buy |
793,473
+5,003
| +0.6% | +$28.5K | 1.65% | 12 |
|
|
2021
Q1 | $5.68M | Buy |
788,470
+3
| +0% | +$22 | 2.24% | 8 |
|
|
2020
Q4 | $4.51M | Buy |
788,467
+1,004
| +0.1% | +$5.74K | 1.91% | 9 |
|
|
2020
Q3 | $4.77M | Buy |
787,463
+42,451
| +6% | +$257K | 2.31% | 8 |
|
|
2020
Q2 | $5.83M | Buy |
745,012
+5,000
| +0.7% | +$39.1K | 3.05% | 4 |
|
|
2020
Q1 | $6.84M | Buy |
740,012
+300
| +0% | +$2.77K | 4.3% | 3 |
|
|
2019
Q4 | $9.33M | Hold |
739,712
| – | – | 4.78% | 3 |
|
|
2019
Q3 | $10.3M | Hold |
739,712
| – | – | 5.78% | 2 |
|
|
2019
Q2 | $10.5M | Buy |
739,712
+5,000
| +0.7% | +$71.3K | 6.06% | 2 |
|
|
2019
Q1 | $11.7M | Hold |
734,712
| – | – | 6.82% | 2 |
|
|
2018
Q4 | $12.2M | Hold |
734,712
| – | – | 7.87% | 1 |
|
|
2018
Q3 | $16.4M | Hold |
734,712
| – | – | 10.77% | 2 |
|
|
2018
Q2 | $14.4M | Buy |
734,712
+5,000
| +0.7% | +$97.9K | 10.01% | 2 |
|
|
2018
Q1 | $14M | Sell |
729,712
-108
| -0% | -$2.07K | 10% | 2 |
|
|
2017
Q4 | $12.6M | Sell |
729,820
-21,598
| -3% | -$373K | 9.22% | 2 |
|
|
2017
Q3 | $12.2M | Sell |
751,418
-444
| -0.1% | -$7.24K | 9.35% | 1 |
|
|
2017
Q2 | $11.8M | Buy |
751,862
+1,502
| +0.2% | +$23.6K | 9.36% | 1 |
|
|
2017
Q1 | $12M | Buy |
750,360
+45,808
| +7% | +$731K | 10.02% | 1 |
|
|
2016
Q4 | $10.7M | Buy |
704,552
+2,000
| +0.3% | +$30.3K | 9.54% | 1 |
|
|
2016
Q3 | $11.9M | Buy |
702,552
+3,500
| +0.5% | +$59.4K | 10.89% | 1 |
|
|
2016
Q2 | $11.5M | Buy |
699,052
+15,890
| +2% | +$260K | 10.81% | 1 |
|
|
2016
Q1 | $13.1M | Buy |
+683,162
| New | +$13.1M | 12.45% | 1 |
|