Spotlight Asset Group, Inc. quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2024-03-31 to 2024-06-30, Spotlight Asset Group, Inc. opened 7 positions, added to 22, reduced 9, sold out of 4 and left 131 unchanged. The largest increase in value was AAPL (+$2,593,729); the largest decrease was SRE (-$400,028).
- SRE: Country of operation United States; Class Stock; Shares 2024-03-31 21,487; Shares 2024-06-30 15,033.
- PLSE: Country of operation United States; Class Stock; Shares 2024-03-31 72,090; Shares 2024-06-30 40,290.
- MSFT: Country of operation United States; Class Stock; Shares 2024-03-31 7,512; Shares 2024-06-30 7,240.
- PHM: Country of operation United States; Class Stock; Shares 2024-03-31 1,485; Shares 2024-06-30 947.
Two Form 13F-HR filings compared (SEC CIK 1809159): 2024-03-31 (filed 2024-05-14) and 2024-06-30 (filed 2024-07-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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