SFG
Sovereign Financial Group’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.62M | Sell |
16,520
-2,132
| -11% | -$468K | 0.75% | 25 |
|
|
2025
Q1 | $3.55M | Sell |
18,652
-43
| -0.2% | -$8.18K | 0.82% | 25 |
|
|
2024
Q4 | $4.1M | Sell |
18,695
-405
| -2% | -$88.9K | 0.94% | 21 |
|
|
2024
Q3 | $3.56M | Buy |
19,100
+774
| +4% | +$144K | 0.83% | 26 |
|
|
2024
Q2 | $3.54M | Buy |
18,326
+219
| +1% | +$42.3K | 0.88% | 23 |
|
|
2024
Q1 | $3.27M | Buy |
18,107
+2,939
| +19% | +$530K | 0.87% | 24 |
|
|
2023
Q4 | $2.3M | Sell |
15,168
-1,562
| -9% | -$237K | 0.7% | 26 |
|
|
2023
Q3 | $2.13M | Buy |
16,730
+273
| +2% | +$34.7K | 0.76% | 27 |
|
|
2023
Q2 | $2.15M | Buy |
16,457
+3,400
| +26% | +$443K | 0.7% | 28 |
|
|
2023
Q1 | $1.35M | Buy |
13,057
+2,138
| +20% | +$221K | 0.5% | 51 |
|
|
2022
Q4 | $917K | Buy |
10,919
+1,438
| +15% | +$121K | 0.36% | 74 |
|
|
2022
Q3 | $1.07M | Buy |
9,481
+619
| +7% | +$69.9K | 0.43% | 55 |
|
|
2022
Q2 | $941K | Buy |
8,862
+8,425
| +1,928% | +$895K | 0.37% | 70 |
|
|
2022
Q1 | $1.43M | Sell |
437
-7
| -2% | -$22.8K | 0.53% | 54 |
|
|
2021
Q4 | $1.48M | Sell |
444
-21
| -5% | -$70K | 0.59% | 48 |
|
|
2021
Q3 | $1.53M | Buy |
465
+10
| +2% | +$32.9K | 0.88% | 28 |
|
|
2021
Q2 | $1.41M | Hold |
455
| – | – | 0.85% | 29 |
|
|
2021
Q1 | $1.41M | Sell |
455
-13
| -3% | -$40.2K | 0.88% | 27 |
|
|
2020
Q4 | $1.52M | Buy |
+468
| New | +$1.52M | 1.1% | 22 |
|