Sugarloaf Wealth Management, LLC Columbia Seligman Premium Technology Growth Fund, Inc. Transaction History

Sugarloaf Wealth Management, LLC

$493 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 26, 2023	BUY	$22.73 - $28.08 $2,295 - $2,836	101 Added 6.28%	1,709 $47,000
Q4 2022 Feb 03, 2023	BUY	$22.48 - $27.69 $606 - $747	27 Added 1.71%	1,608 $37,000
Q3 2022 Oct 11, 2022	BUY	$23.19 - $32.24 $556 - $773	24 Added 1.54%	1,581 $37,000
Q2 2022 Jul 12, 2022	BUY	$24.47 - $32.11 $660 - $866	27 Added 1.76%	1,557 $39,000
Q1 2022 Apr 25, 2022	BUY	$28.28 - $37.5 $2,064 - $2,737	73 Added 5.01%	1,530 $49,000
Q4 2021 Jan 20, 2022	BUY	$32.1 - $39.07 $545 - $664	17 Added 1.18%	1,457 $54,000
Q3 2021 Oct 20, 2021	SELL	$32.6 - $35.33 $10,529 - $11,411	-323 Reduced 18.32%	1,440 $47,000
Q2 2021 Jul 20, 2021	SELL	$31.05 - $35.94 $53,188 - $61,565	-1,713 Reduced 49.28%	1,763 $63,000
Q1 2021 Apr 19, 2021	BUY	$26.67 - $31.45 $92,704 - $109,320	3,476 New	3,476 $109,000

Others Institutions Holding STK

# of Institutions

66

Shares Held

3.24M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

866K
Shares

$27.4 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

360K
Shares

$11.4 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

309K
Shares

$9.78 Million
0.0% of portfolio
Morgan Stanley New York, NY

271K
Shares

$8.56 Million
0.0% of portfolio
Janney Montgomery Scott LLC

257K
Shares

$8.12 Million
0.02% of portfolio

About Columbia Seligman Premium Technology Growth Fund, Inc.

Ticker STK
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Columbia Seligman Premium Technology Growth Fund is a closed ended equity mutual fund launched and managed by Columbia Management Investment Advisers, LLC. It invests in public equity markets. The fund seeks to invest in stocks of companies operating in the technology sector. It primarily invests in growth stocks of companies. It employs fundame...

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