SFG
Sovereign Financial Group’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
2,797
-1,043
| -27% | -$507K | 0.28% | 68 |
|
|
2025
Q1 | $2.05M | Buy |
3,840
+1,115
| +41% | +$594K | 0.47% | 36 |
|
|
2024
Q4 | $1.24M | Sell |
2,725
-179
| -6% | -$81.1K | 0.28% | 71 |
|
|
2024
Q3 | $1.34M | Buy |
2,904
+19
| +0.7% | +$8.75K | 0.31% | 63 |
|
|
2024
Q2 | $1.17M | Sell |
2,885
-592
| -17% | -$241K | 0.29% | 69 |
|
|
2024
Q1 | $1.46M | Buy |
3,477
+248
| +8% | +$104K | 0.39% | 48 |
|
|
2023
Q4 | $1.15M | Buy |
3,229
+113
| +4% | +$40.3K | 0.35% | 58 |
|
|
2023
Q3 | $1.09M | Buy |
3,116
+20
| +0.6% | +$7.01K | 0.39% | 56 |
|
|
2023
Q2 | $1.06M | Buy |
3,096
+58
| +2% | +$19.8K | 0.34% | 70 |
|
|
2023
Q1 | $938K | Sell |
3,038
-71
| -2% | -$21.9K | 0.35% | 75 |
|
|
2022
Q4 | $960K | Buy |
3,109
+499
| +19% | +$154K | 0.38% | 71 |
|
|
2022
Q3 | $697K | Sell |
2,610
-135
| -5% | -$36.1K | 0.28% | 84 |
|
|
2022
Q2 | $749K | Sell |
2,745
-465
| -14% | -$127K | 0.3% | 85 |
|
|
2022
Q1 | $1.13M | Buy |
3,210
+16
| +0.5% | +$5.65K | 0.42% | 63 |
|
|
2021
Q4 | $955K | Buy |
3,194
+835
| +35% | +$250K | 0.38% | 67 |
|
|
2021
Q3 | $644K | Sell |
2,359
-84
| -3% | -$22.9K | 0.37% | 62 |
|
|
2021
Q2 | $624K | Hold |
2,443
| – | – | 0.38% | 63 |
|
|
2021
Q1 | $624K | Buy |
2,443
+861
| +54% | +$220K | 0.39% | 61 |
|
|
2020
Q4 | $367K | Buy |
+1,582
| New | +$367K | 0.26% | 77 |
|