SFG
Socha Financial Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,777
| Closed | -$280K | – | 22 |
|
|
2024
Q1 | $280K | Sell |
1,777
-187
| -10% | -$29.5K | 0.12% | 26 |
|
|
2023
Q4 | $293K | Sell |
1,964
-315
| -14% | -$47K | 0.14% | 24 |
|
|
2023
Q3 | $384K | Hold |
2,279
| – | – | 0.2% | 17 |
|
|
2023
Q2 | $359K | Buy |
2,279
+979
| +75% | +$154K | 0.19% | 16 |
|
|
2023
Q1 | $212K | Sell |
1,300
-13
| -1% | -$2.12K | 0.14% | 21 |
|
|
2022
Q4 | $236K | Buy |
+1,313
| New | +$236K | 0.17% | 21 |
|