SFG
Sovereign Financial Group’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
2,557
+233
| +10% | +$103K | 0.23% | 80 |
|
|
2025
Q1 | $976K | Buy |
2,324
+148
| +7% | +$62.1K | 0.22% | 85 |
|
|
2024
Q4 | $926K | Sell |
2,176
-429
| -16% | -$182K | 0.21% | 89 |
|
|
2024
Q3 | $1.1M | Sell |
2,605
-2,045
| -44% | -$865K | 0.26% | 79 |
|
|
2024
Q2 | $1.82M | Buy |
4,650
+593
| +15% | +$232K | 0.45% | 38 |
|
|
2024
Q1 | $1.61M | Buy |
4,057
+257
| +7% | +$102K | 0.43% | 40 |
|
|
2023
Q4 | $1.43M | Buy |
3,800
+1,764
| +87% | +$665K | 0.44% | 41 |
|
|
2023
Q3 | $682K | Buy |
2,036
+830
| +69% | +$278K | 0.24% | 88 |
|
|
2023
Q2 | $415K | Sell |
1,206
-378
| -24% | -$130K | 0.14% | 153 |
|
|
2023
Q1 | $527K | Sell |
1,584
-126
| -7% | -$41.9K | 0.2% | 121 |
|
|
2022
Q4 | $566K | Buy |
1,710
+146
| +9% | +$48.4K | 0.22% | 112 |
|
|
2022
Q3 | $449K | Buy |
1,564
+720
| +85% | +$207K | 0.18% | 112 |
|
|
2022
Q2 | $260K | Buy |
844
+32
| +4% | +$9.86K | 0.1% | 172 |
|
|
2022
Q1 | $282K | Hold |
812
| – | – | 0.1% | 179 |
|
|
2021
Q4 | $295K | Buy |
812
+10
| +1% | +$3.63K | 0.12% | 159 |
|
|
2021
Q3 | $271K | Buy |
802
+30
| +4% | +$10.1K | 0.16% | 132 |
|
|
2021
Q2 | $255K | Hold |
772
| – | – | 0.15% | 128 |
|
|
2021
Q1 | $255K | Buy |
+772
| New | +$255K | 0.16% | 127 |
|