Sovereign Financial Group’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.18M Buy
2025
Q2
$1.74M Sell
2025
Q1
$1.11M Buy
2024
Q4
$1.37M Buy
2024
Q3
$888K Buy
2024
Q2
$816K Buy
2024
Q1
$651K Buy
2023
Q4
$431K Sell
2023
Q3
$417K Buy
2023
Q2
$435K Buy
2023
Q1
$282K Buy
2022
Q4
$244K Buy