Householder Group Estate & Retirement Specialist’s SEP Acquisition Corp Unit SEPAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-176
Closed -$1K 1350
2024
Q2
$1K Hold
176
﹤0.01% 1173
2024
Q1
$1.7K Hold
176
﹤0.01% 1071
2023
Q4
$1K Hold
176
﹤0.01% 1101
2023
Q3
$1.72K Buy
+176
New +$1.8K ﹤0.01% 1089
2023
Q1
$2K Buy
+176
New +$1.76K ﹤0.01% 1114

Householder Group Estate & Retirement Specialist's SEPAU Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of SEP Acquisition Corp Unit (SEPAU) in Q3 2024, closing a stake of 176 shares — an estimated $1K sold.

Householder Group Estate & Retirement Specialist first reported a position in SEPAU in Q1 2023 and held it in 5 quarters. The position peaked at $2K in Q1 2023. 0 funds tracked by Wall St. Rank hold SEPAU as of Q3 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining SEP Acquisition Corp Unit position as of Q3 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 176 SEP Acquisition Corp Unit shares in Q3 2024, an estimated $1K.
  • Householder Group Estate & Retirement Specialist first reported a position in SEP Acquisition Corp Unit in Q1 2023 and held it in 5 quarters.
  • Householder Group Estate & Retirement Specialist's SEP Acquisition Corp Unit position peaked at $2K in Q1 2023.
  • 0 funds tracked by Wall St. Rank held SEP Acquisition Corp Unit as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.