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BOS Asset Management’s Sovereign's Capital Flourish Fund SOVF Stock Holding History

BOS Asset Management’s Portfolio SOVF Stock Details SOVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.27M Buy
42,252
+11,635
+38% +$351K 0.41% 48
2025
Q1 		$910K Buy
30,617
+5,317
+21% +$158K 0.31% 60
2024
Q4 		$778K Buy
25,300
+798
+3% +$24.5K 0.28% 64
2024
Q3 		$744K Buy
+24,502
New +$744K 0.27% 69