Sovereign Financial Group’s ARK Innovation ETF ARKK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $504K | Sell |
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|
2025
Q2 | $471K | Sell |
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|
2025
Q1 | $324K | Hold |
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|
2024
Q4 | $386K | Sell |
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|
2024
Q3 | $342K | Sell |
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|
2024
Q2 | $397K | Sell |
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|
2024
Q1 | $541K | Sell |
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|
2023
Q4 | $578K | Buy |
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|
2023
Q3 | $423K | Sell |
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|
2023
Q2 | $491K | Buy |
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|
2023
Q1 | $408K | Sell |
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|
2022
Q4 | $322K | Sell |
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|
2022
Q3 | $595K | Sell |
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|
2022
Q2 | $891K | Buy |
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|
2022
Q1 | $772K | Sell |
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|
2021
Q4 | $1.11M | Buy |
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|
2021
Q3 | $1.23M | Buy |
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|
2021
Q2 | $1.34M | Hold |
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|
2021
Q1 | $1.34M | Buy |
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|
2020
Q4 | $1.38M | Buy |
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