Toth Financial Advisory’s Silvercrest Asset Management SAMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,800
| Closed | -$30.6K | – | 761 |
|
|
2023
Q4 | $30.6K | Hold |
1,800
| – | – | ﹤0.01% | 337 |
|
|
2023
Q3 | $28.6K | Hold |
1,800
| – | – | ﹤0.01% | 321 |
|
|
2023
Q2 | $36.5K | Hold |
1,800
| – | – | 0.01% | 309 |
|
|
2023
Q1 | $32.7K | Hold |
1,800
| – | – | 0.01% | 324 |
|
|
2022
Q4 | $33.8K | Hold |
1,800
| – | – | 0.01% | 323 |
|
|
2022
Q3 | $29K | Sell |
1,800
-1,500
| -45% | -$24.2K | 0.01% | 338 |
|
|
2022
Q2 | $54K | Buy |
3,300
+2,800
| +560% | +$45.8K | 0.01% | 265 |
|
|
2022
Q1 | $10K | Buy |
+500
| New | +$10K | ﹤0.01% | 474 |
|