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Sovereign Financial Group’s DuPont de Nemours DD Stock Holding History

Sovereign Financial Group’s Portfolio DD Stock Details DD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,171
Closed -$208K – 289
2024
Q4 		$208K Buy
2,171
+11
+0.5% +$1.14K 0.05% 273
2024
Q3 		$242K Hold
2,160
– – 0.06% 252
2024
Q2 		$218K Buy
2,160
+3
+0.1% +$294 0.05% 255
2024
Q1 		$208K Buy
+2,157
New +$192K 0.06% 270

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sovereign Financial Group's DD Position: Q1 2025 in Review

Sovereign Financial Group sold out of DuPont de Nemours (DD) in Q1 2025, closing a stake of 2,171 shares — an estimated $208K sold.

Sovereign Financial Group first reported a position in DD in Q1 2024 and held it in 4 quarters. The position peaked at $242K in Q3 2024. 1,396 funds tracked by Wall St. Rank hold DD as of Q1 2025.

  • Sovereign Financial Group reported no remaining DuPont de Nemours position as of Q1 2025 after selling out during the quarter.
  • Sovereign Financial Group sold 2,171 DuPont de Nemours shares in Q1 2025, an estimated $208K.
  • Sovereign Financial Group first reported a position in DuPont de Nemours in Q1 2024 and held it in 4 quarters.
  • Sovereign Financial Group's DuPont de Nemours position peaked at $242K in Q3 2024.
  • 1,396 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2025.

Based on Sovereign Financial Group's 13F filing for Q1 2025, filed 11 Apr 2025.