Sovereign Financial Group’s Colgate-Palmolive CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$333K Buy
2025
Q2
$376K Buy
2025
Q1
$370K Sell
2024
Q4
$383K Buy
2024
Q3
$422K Sell
2024
Q2
$395K Buy
2024
Q1
$331K Buy
2023
Q4
$289K Sell
2023
Q3
$265K Sell
2023
Q2
$308K Buy
2023
Q1
$262K Hold
2022
Q4
$274K Buy
2022
Q3
$235K Hold
2022
Q2
$268K Sell
2022
Q1
$267K Sell
2021
Q4
$301K Buy
2021
Q3
$265K Sell
2021
Q2
$284K Hold
2021
Q1
$284K Hold
2020
Q4
$308K Buy