SFG
Sovereign Financial Group’s iShares Bitcoin Trust IBIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
17,493
+23
| +0.1% | +$1.41K | 0.22% | 85 |
|
|
2025
Q1 | $818K | Buy |
17,470
+825
| +5% | +$38.6K | 0.19% | 104 |
|
|
2024
Q4 | $883K | Sell |
16,645
-1,770
| -10% | -$93.9K | 0.2% | 96 |
|
|
2024
Q3 | $665K | Buy |
18,415
+3,623
| +24% | +$131K | 0.16% | 124 |
|
|
2024
Q2 | $505K | Buy |
14,792
+470
| +3% | +$16K | 0.13% | 150 |
|
|
2024
Q1 | $580K | Buy |
+14,322
| New | +$580K | 0.15% | 131 |
|