Sovereign Financial Group’s General Motors GM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$239K Sell
4,858
-4
-0.1% -$197 0.05% 275
2025
Q1
$229K Buy
4,862
+14
+0.3% +$658 0.05% 260
2024
Q4
$258K Sell
4,848
-223
-4% -$11.9K 0.06% 250
2024
Q3
$227K Hold
5,071
0.05% 259
2024
Q2
$236K Buy
5,071
+4
+0.1% +$186 0.06% 244
2024
Q1
$230K Buy
+5,067
New +$230K 0.06% 253
2021
Q3
Sell
-3,577
Closed -$206K 177
2021
Q2
$206K Hold
3,577
0.12% 159
2021
Q1
$206K Buy
+3,577
New +$206K 0.13% 159