Stegent Equity Advisors, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 18, 2024
Value $
$90.5M
Signature - Title
Loyd Stegent - CEO
Location
Houston, TX
Summary
This page shows a list of all the recent 13F filings made by Stegent Equity Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Stegent Equity Advisors, Inc. reported 88 stock holdings with total value $90.5M as of Q3 2024. Top holdings included TBIL, FIW, RDVY, TPL, and GLTR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 88 $90.5M +$12.4M -$21.6M -$9.21M TBIL, FIW, RDVY, TPL, GLTR 13F-HR 10/18/2024, 01:50 PM
Q2 2024 81 $96M +$22.1M -$24.7M -$2.57M RDVY, SPYG, FIW, HIGH, GOAU 13F-HR 7/31/2024, 07:39 PM
Q1 2024 83 $98.4M +$19.7M -$11.1M +$8.63M AVDV, FRDM, FIW, GLTR, TBIL 13F-HR 4/30/2024, 03:14 PM
Q4 2023 62 $84.6M +$16.6M -$16.3M +$305K GOAU, GLTR, AVDV, EMLP, FIW 13F-HR 2/5/2024, 05:09 PM
Q3 2023 57 $79.1M +$5.19M -$14.4M -$9.24M GLTR, AVDV, FRDM, GOAU, TBIL 13F-HR 10/24/2023, 09:43 PM
Q2 2023 62 $89.4M +$17.3M -$29.6M -$12.2M GLTR, TBIL, FRDM, AVDV, GOAU 13F-HR 8/4/2023, 05:54 PM
Q1 2023 65 $101M +$25.6M -$7.86M +$17.7M TBIL, GLTR, KBWP, FRDM, GOAU 13F-HR 4/17/2023, 09:41 PM
Q4 2022 64 $83.6M +$39.1M -$25.1M +$14M QID, GLTR, FRDM, FSIG, KBWP 13F-HR 2/2/2023, 10:09 AM
Q3 2022 59 $66.6M +$17.9M -$25.9M -$7.99M FTSM, CTA, UUP, XLV, KMLM 13F-HR 10/20/2022, 06:48 PM
Q2 2022 69 $77.1M +$21.5M -$52.9M -$31.4M PSQ, GLTR, CTA, SHY, KMLM 13F-HR 8/9/2022, 05:51 PM
Q1 2022 93 $119M +$41.1M -$40.1M +$1.03M BNDD, GLTR, FRDM, FVD, INDS 13F-HR 4/22/2022, 08:07 PM
Q4 2021 100 $123M $0 $0 FRDM, PTBD, IVOL, INDS, JOJO 13F-HR 2/7/2022, 08:50 PM