Sovereign Financial Group’s Adobe ADBE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-420
Closed -$217K 285
2024
Q3
$217K Sell
420
-29
-6% -$15K 0.05% 267
2024
Q2
$249K Sell
449
-28
-6% -$15.6K 0.06% 240
2024
Q1
$241K Sell
477
-381
-44% -$192K 0.06% 246
2023
Q4
$512K Sell
858
-243
-22% -$145K 0.16% 129
2023
Q3
$561K Sell
1,101
-985
-47% -$502K 0.2% 103
2023
Q2
$1.02M Buy
+2,086
New +$1.02M 0.33% 73
2021
Q4
Sell
-419
Closed -$241K 207
2021
Q3
$241K Buy
+419
New +$241K 0.14% 141