Sovereign Financial Group’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$334K Buy
2025
Q2
$318K Buy
2025
Q1
$305K Buy
2024
Q4
$304K Buy
2024
Q3
$307K Hold
2024
Q2
$285K Hold
2024
Q1
$281K Hold
2023
Q4
$265K Hold
2023
Q3
$243K Hold
2023
Q2
$251K Hold
2023
Q1
$237K Hold
2022
Q4
$231K Hold
2022
Q3
$210K Hold
2022
Q2
$223K Hold
2022
Q1
$250K Hold
2021
Q4
$262K Hold
2021
Q3
$238K Hold
2021
Q2
$219K Hold
2021
Q1
$219K Hold
2020
Q4
$214K Buy