Sovereign Financial Group’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.63M | Buy |
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|
2025
Q2 | $1.73M | Buy |
|
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|
2025
Q1 | $1.63M | Buy |
|
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|
2024
Q4 | $1.57M | Buy |
|
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|
2024
Q3 | $1.51M | Sell |
|
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|
2024
Q2 | $1.51M | Buy |
|
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|
2024
Q1 | $1.29M | Buy |
|
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|
2023
Q4 | $1.15M | Sell |
|
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|
2023
Q3 | $1.05M | Hold |
|
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|
2023
Q2 | $1M | Buy |
|
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|
2023
Q1 | $703K | Sell |
|
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|
2022
Q4 | $646K | Buy |
|
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|
2022
Q3 | $640K | Buy |
|
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|
2022
Q2 | $648K | Sell |
|
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|
2022
Q1 | $781K | Buy |
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|
2021
Q4 | $764K | Buy |
|