SFG
Sovereign Financial Group’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $671K | Sell |
9,669
-233
| -2% | -$16.2K | 0.14% | 133 |
|
|
2025
Q1 | $611K | Sell |
9,902
-225
| -2% | -$13.9K | 0.14% | 140 |
|
|
2024
Q4 | $599K | Sell |
10,127
-553
| -5% | -$32.7K | 0.14% | 138 |
|
|
2024
Q3 | $568K | Sell |
10,680
-185
| -2% | -$9.85K | 0.13% | 145 |
|
|
2024
Q2 | $516K | Sell |
10,865
-101
| -0.9% | -$4.8K | 0.13% | 146 |
|
|
2024
Q1 | $547K | Buy |
10,966
+1,555
| +17% | +$77.6K | 0.15% | 138 |
|
|
2023
Q4 | $475K | Sell |
9,411
-975
| -9% | -$49.3K | 0.15% | 144 |
|
|
2023
Q3 | $558K | Sell |
10,386
-1,244
| -11% | -$66.9K | 0.2% | 104 |
|
|
2023
Q2 | $602K | Buy |
11,630
+1,169
| +11% | +$60.5K | 0.2% | 121 |
|
|
2023
Q1 | $547K | Buy |
10,461
+775
| +8% | +$40.5K | 0.2% | 118 |
|
|
2022
Q4 | $461K | Buy |
9,686
+3,938
| +69% | +$188K | 0.18% | 130 |
|
|
2022
Q3 | $230K | Buy |
5,748
+121
| +2% | +$4.84K | 0.09% | 181 |
|
|
2022
Q2 | $240K | Buy |
5,627
+158
| +3% | +$6.74K | 0.09% | 181 |
|
|
2022
Q1 | $305K | Sell |
5,469
-353
| -6% | -$19.7K | 0.11% | 168 |
|
|
2021
Q4 | $369K | Buy |
5,822
+498
| +9% | +$31.6K | 0.15% | 136 |
|
|
2021
Q3 | $290K | Sell |
5,324
-2,705
| -34% | -$147K | 0.17% | 128 |
|
|
2021
Q2 | $415K | Hold |
8,029
| – | – | 0.25% | 85 |
|
|
2021
Q1 | $415K | Buy |
8,029
+1,201
| +18% | +$62.1K | 0.26% | 83 |
|
|
2020
Q4 | $306K | Buy |
+6,828
| New | +$306K | 0.22% | 91 |
|