Wells Fargo’s Superior Group of Companies SGC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.56M | Buy |
248,441
+683
| +0.3% | +$7.04K | ﹤0.01% | 2735 |
|
2025
Q1 | $2.71M | Sell |
247,758
-4,479
| -2% | -$49K | ﹤0.01% | 2594 |
|
2024
Q4 | $4.17M | Buy |
252,237
+2,320
| +0.9% | +$38.4K | ﹤0.01% | 2254 |
|
2024
Q3 | $3.87M | Sell |
249,917
-6,065
| -2% | -$93.9K | ﹤0.01% | 2307 |
|
2024
Q2 | $4.84M | Buy |
255,982
+4,378
| +2% | +$82.8K | ﹤0.01% | 2073 |
|
2024
Q1 | $4.16M | Sell |
251,604
-14,810
| -6% | -$245K | ﹤0.01% | 2169 |
|
2023
Q4 | $3.6M | Sell |
266,414
-789
| -0.3% | -$10.7K | ﹤0.01% | 2216 |
|
2023
Q3 | $2.08M | Buy |
267,203
+2,614
| +1% | +$20.3K | ﹤0.01% | 2596 |
|
2023
Q2 | $2.47M | Buy |
264,589
+11,549
| +5% | +$108K | ﹤0.01% | 2588 |
|
2023
Q1 | $1.99M | Buy |
253,040
+3,559
| +1% | +$28K | ﹤0.01% | 2688 |
|
2022
Q4 | $2.51M | Buy |
249,481
+2,423
| +1% | +$24.4K | ﹤0.01% | 2473 |
|
2022
Q3 | $2.19M | Buy |
247,058
+20,863
| +9% | +$185K | ﹤0.01% | 2510 |
|
2022
Q2 | $4.01M | Buy |
226,195
+23,636
| +12% | +$419K | ﹤0.01% | 2148 |
|
2022
Q1 | $3.62M | Sell |
202,559
-8,324
| -4% | -$149K | ﹤0.01% | 2595 |
|
2021
Q4 | $4.63M | Sell |
210,883
-11,729
| -5% | -$257K | ﹤0.01% | 2500 |
|
2021
Q3 | $5.19M | Sell |
222,612
-35,383
| -14% | -$824K | ﹤0.01% | 2674 |
|
2021
Q2 | $6.17M | Sell |
257,995
-14,956
| -5% | -$358K | ﹤0.01% | 2567 |
|
2021
Q1 | $6.94M | Buy |
272,951
+25,593
| +10% | +$651K | ﹤0.01% | 2417 |
|
2020
Q4 | $5.75M | Sell |
247,358
-7,614
| -3% | -$177K | ﹤0.01% | 2591 |
|
2020
Q3 | $5.92M | Sell |
254,972
-14,667
| -5% | -$341K | ﹤0.01% | 2336 |
|
2020
Q2 | $3.61M | Buy |
269,639
+9,584
| +4% | +$128K | ﹤0.01% | 2740 |
|
2020
Q1 | $2.2M | Buy |
260,055
+10,932
| +4% | +$92.5K | ﹤0.01% | 2859 |
|
2019
Q4 | $3.37M | Buy |
249,123
+63,297
| +34% | +$857K | ﹤0.01% | 2885 |
|
2019
Q3 | $3M | Buy |
185,826
+17,070
| +10% | +$275K | ﹤0.01% | 2963 |
|
2019
Q2 | $2.89M | Buy |
168,756
+5,031
| +3% | +$86.2K | ﹤0.01% | 3002 |
|
2019
Q1 | $2.72M | Buy |
163,725
+59,810
| +58% | +$994K | ﹤0.01% | 3081 |
|
2018
Q4 | $1.83M | Buy |
103,915
+3,185
| +3% | +$56.2K | ﹤0.01% | 3296 |
|
2018
Q3 | $1.92M | Buy |
100,730
+4,514
| +5% | +$85.9K | ﹤0.01% | 3403 |
|
2018
Q2 | $1.99M | Sell |
96,216
-3,179
| -3% | -$65.8K | ﹤0.01% | 3419 |
|
2018
Q1 | $2.61M | Buy |
99,395
+707
| +0.7% | +$18.6K | ﹤0.01% | 3129 |
|
2017
Q4 | $2.64M | Sell |
98,688
-63,448
| -39% | -$1.69M | ﹤0.01% | 3116 |
|
2017
Q3 | $3.71M | Sell |
162,136
-33,480
| -17% | -$767K | ﹤0.01% | 2758 |
|
2017
Q2 | $4.37M | Sell |
195,616
-11,696
| -6% | -$261K | ﹤0.01% | 2541 |
|
2017
Q1 | $3.86M | Sell |
207,312
-17,200
| -8% | -$320K | ﹤0.01% | 2630 |
|
2016
Q4 | $4.41M | Sell |
224,512
-52,958
| -19% | -$1.04M | ﹤0.01% | 2487 |
|
2016
Q3 | $5.49M | Buy |
277,470
+1
| +0% | +$20 | ﹤0.01% | 2195 |
|
2016
Q2 | $5.3M | Sell |
277,469
-14,840
| -5% | -$283K | ﹤0.01% | 2258 |
|
2016
Q1 | $5.21M | Sell |
292,309
-12,828
| -4% | -$229K | ﹤0.01% | 2268 |
|
2015
Q4 | $5.18M | Sell |
305,137
-13,755
| -4% | -$234K | ﹤0.01% | 2281 |
|
2015
Q3 | $5.72M | Sell |
318,892
-36,485
| -10% | -$654K | ﹤0.01% | 2214 |
|
2015
Q2 | $5.88M | Sell |
355,377
-30,430
| -8% | -$503K | ﹤0.01% | 2288 |
|
2015
Q1 | $7.32M | Buy |
385,807
+14,767
| +4% | +$280K | ﹤0.01% | 2110 |
|
2014
Q4 | $5.45M | Sell |
371,040
-5,602
| -1% | -$82.3K | ﹤0.01% | 2275 |
|
2014
Q3 | $4.08M | Buy |
376,642
+172
| +0% | +$1.86K | ﹤0.01% | 2455 |
|
2014
Q2 | $3.05M | Sell |
376,470
-672
| -0.2% | -$5.45K | ﹤0.01% | 2684 |
|
2014
Q1 | $2.77M | Buy |
377,142
+1,582
| +0.4% | +$11.6K | ﹤0.01% | 2747 |
|
2013
Q4 | $2.91M | Buy |
375,560
+1,672
| +0.4% | +$12.9K | ﹤0.01% | 2644 |
|
2013
Q3 | $2.33M | Buy |
373,888
+20,458
| +6% | +$128K | ﹤0.01% | 2773 |
|
2013
Q2 | $1.91M | Buy |
+353,430
| New | +$1.91M | ﹤0.01% | 2844 |
|