Souders Financial Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.4M | Buy |
932,782
+51,514
| +6% | +$1.9M | 4.38% | 5 |
|
|
2025
Q1 | $29.4M | Buy |
881,268
+66,793
| +8% | +$2.23M | 4.11% | 5 |
|
|
2024
Q4 | $28.5M | Buy |
814,475
+67,433
| +9% | +$2.36M | 3.98% | 5 |
|
|
2024
Q3 | $25.6M | Sell |
747,042
-6,753
| -0.9% | -$231K | 3.57% | 5 |
|
|
2024
Q2 | $24.3M | Buy |
753,795
+14,173
| +2% | +$457K | 3.67% | 6 |
|
|
2024
Q1 | $23M | Buy |
739,622
+19,999
| +3% | +$623K | 3.64% | 7 |
|
|
2023
Q4 | $20.4M | Buy |
719,623
+50,659
| +8% | +$1.43M | 3.49% | 6 |
|
|
2023
Q3 | $16.8M | Sell |
668,964
-7,235
| -1% | -$182K | 3.23% | 6 |
|
|
2023
Q2 | $17.4M | Buy |
676,199
+271,944
| +67% | +$6.98M | 3.32% | 6 |
|
|
2023
Q1 | $9.58M | Buy |
404,255
+78,422
| +24% | +$1.86M | 2.03% | 12 |
|
|
2022
Q4 | $7.32M | Buy |
325,833
+157,608
| +94% | +$3.54M | 1.67% | 15 |
|
|
2022
Q3 | $3.43M | Buy |
+168,225
| New | +$3.43M | 0.93% | 30 |
|