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