SFG
Sovereign Financial Group’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Sell |
6,316
-314
| -5% | -$86.6K | 0.36% | 54 |
|
|
2025
Q1 | $1.11M | Buy |
6,630
+706
| +12% | +$118K | 0.26% | 75 |
|
|
2024
Q4 | $1.37M | Buy |
5,924
+778
| +15% | +$180K | 0.32% | 61 |
|
|
2024
Q3 | $888K | Buy |
5,146
+4,638
| +913% | +$800K | 0.21% | 95 |
|
|
2024
Q2 | $816K | Buy |
508
+17
| +3% | +$27.3K | 0.2% | 94 |
|
|
2024
Q1 | $651K | Buy |
491
+105
| +27% | +$139K | 0.17% | 118 |
|
|
2023
Q4 | $431K | Sell |
386
-116
| -23% | -$129K | 0.13% | 155 |
|
|
2023
Q3 | $417K | Buy |
502
+1
| +0.2% | +$831 | 0.15% | 141 |
|
|
2023
Q2 | $435K | Buy |
501
+62
| +14% | +$53.8K | 0.14% | 151 |
|
|
2023
Q1 | $282K | Buy |
439
+2
| +0.5% | +$1.28K | 0.1% | 181 |
|
|
2022
Q4 | $244K | Buy |
+437
| New | +$244K | 0.1% | 189 |
|