A detailed history of Triangle Securities Wealth Management transactions in Advisors Inn.Circle Fd Iii Str stock. As of the latest transaction made, Triangle Securities Wealth Management holds 284,660 shares of SAMT stock, worth $8.77 Million. This represents 2.09% of its overall portfolio holdings.

Number of Shares
284,660
Previous 285,277 0.22%
Holding current value
$8.77 Million
Previous $7.47 Million 5.81%
% of portfolio
2.09%
Previous 2.14%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$25.22 - $27.75 $15,560 - $17,121
-617 Reduced 0.22%
284,660 $7.9 Million
Q2 2024

Jul 10, 2024

BUY
$24.51 - $26.5 $83,137 - $89,888
3,392 Added 1.2%
285,277 $7.47 Million
Q1 2024

Apr 10, 2024

BUY
$22.73 - $25.52 $61,120 - $68,623
2,689 Added 0.96%
281,885 $7.15 Million
Q4 2023

Jan 10, 2024

BUY
$22.04 - $23.49 $147,337 - $157,030
6,685 Added 2.45%
279,196 $6.44 Million
Q3 2023

Oct 10, 2023

BUY
$22.39 - $23.78 $113,002 - $120,017
5,047 Added 1.89%
272,511 $6.11 Million
Q2 2023

Jul 13, 2023

BUY
$21.83 - $23.33 $71,995 - $76,942
3,298 Added 1.25%
267,464 $6.24 Million
Q1 2023

Apr 20, 2023

BUY
$21.34 - $23.4 $431,814 - $473,499
20,235 Added 8.3%
264,166 $5.9 Million
Q4 2022

Jan 11, 2023

BUY
$21.79 - $24.23 $1.28 Million - $1.42 Million
58,552 Added 31.59%
243,931 $0
Q3 2022

Oct 19, 2022

BUY
$21.53 - $24.73 $3.99 Million - $4.58 Million
185,379 New
185,379 $3.99 Million

Others Institutions Holding SAMT

About ADVISORS INN.CIRCLE FD III STR


  • Ticker SAMT
More about SAMT
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