SFG
Sovereign Financial Group’s GE Vernova GEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $994K | Sell |
1,879
-249
| -12% | -$132K | 0.2% | 95 |
|
|
2025
Q1 | $649K | Sell |
2,128
-737
| -26% | -$225K | 0.15% | 131 |
|
|
2024
Q4 | $943K | Sell |
2,865
-2
| -0.1% | -$658 | 0.22% | 87 |
|
|
2024
Q3 | $731K | Buy |
2,867
+1,000
| +54% | +$255K | 0.17% | 112 |
|
|
2024
Q2 | $320K | Buy |
+1,867
| New | +$320K | 0.08% | 211 |
|