Sovereign Financial Group’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $376K | Buy |
4,132
+181
| +5% | +$16.5K | 0.08% | 217 |
|
2025
Q1 | $370K | Sell |
3,951
-264
| -6% | -$24.7K | 0.09% | 203 |
|
2024
Q4 | $383K | Buy |
4,215
+146
| +4% | +$13.3K | 0.09% | 207 |
|
2024
Q3 | $422K | Sell |
4,069
-2
| -0% | -$208 | 0.1% | 183 |
|
2024
Q2 | $395K | Buy |
4,071
+400
| +11% | +$38.8K | 0.1% | 183 |
|
2024
Q1 | $331K | Buy |
3,671
+46
| +1% | +$4.14K | 0.09% | 202 |
|
2023
Q4 | $289K | Sell |
3,625
-100
| -3% | -$7.97K | 0.09% | 192 |
|
2023
Q3 | $265K | Sell |
3,725
-272
| -7% | -$19.3K | 0.09% | 186 |
|
2023
Q2 | $308K | Buy |
3,997
+516
| +15% | +$39.8K | 0.1% | 187 |
|
2023
Q1 | $262K | Hold |
3,481
| – | – | 0.1% | 188 |
|
2022
Q4 | $274K | Buy |
3,481
+132
| +4% | +$10.4K | 0.11% | 178 |
|
2022
Q3 | $235K | Hold |
3,349
| – | – | 0.1% | 177 |
|
2022
Q2 | $268K | Sell |
3,349
-170
| -5% | -$13.6K | 0.11% | 166 |
|
2022
Q1 | $267K | Sell |
3,519
-4
| -0.1% | -$303 | 0.1% | 183 |
|
2021
Q4 | $301K | Buy |
3,523
+13
| +0.4% | +$1.11K | 0.12% | 158 |
|
2021
Q3 | $265K | Sell |
3,510
-87
| -2% | -$6.57K | 0.15% | 134 |
|
2021
Q2 | $284K | Hold |
3,597
| – | – | 0.17% | 119 |
|
2021
Q1 | $284K | Hold |
3,597
| – | – | 0.18% | 118 |
|
2020
Q4 | $308K | Buy |
+3,597
| New | +$308K | 0.22% | 90 |
|