Sovereign Financial Group’s Dell DELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,813	Closed	-$333K	–	287
2024 Q3	$333K	Buy	2,813 +47	+2%	+$5.57K	0.08%	212
2024 Q2	$381K	Buy	+2,766	New	+$381K	0.1%	185