SFG
Sovereign Financial Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
4,665
+65
| +1% | +$19.2K | 0.28% | 66 |
|
|
2025
Q1 | $1.14M | Sell |
4,600
-219
| -5% | -$54.5K | 0.26% | 72 |
|
|
2024
Q4 | $1.06M | Buy |
4,819
+182
| +4% | +$40K | 0.24% | 80 |
|
|
2024
Q3 | $1.03M | Sell |
4,637
-144
| -3% | -$31.8K | 0.24% | 82 |
|
|
2024
Q2 | $827K | Buy |
4,781
+145
| +3% | +$25.1K | 0.21% | 93 |
|
|
2024
Q1 | $885K | Buy |
4,636
+1,058
| +30% | +$202K | 0.24% | 85 |
|
|
2023
Q4 | $585K | Sell |
3,578
-371
| -9% | -$60.7K | 0.18% | 110 |
|
|
2023
Q3 | $554K | Sell |
3,949
-233
| -6% | -$32.7K | 0.2% | 107 |
|
|
2023
Q2 | $560K | Buy |
4,182
+249
| +6% | +$33.3K | 0.18% | 127 |
|
|
2023
Q1 | $516K | Buy |
3,933
+23
| +0.6% | +$3.02K | 0.19% | 127 |
|
|
2022
Q4 | $551K | Buy |
3,910
+892
| +30% | +$126K | 0.22% | 114 |
|
|
2022
Q3 | $359K | Buy |
3,018
+313
| +12% | +$37.2K | 0.15% | 135 |
|
|
2022
Q2 | $382K | Buy |
2,705
+385
| +17% | +$54.4K | 0.15% | 131 |
|
|
2022
Q1 | $302K | Buy |
2,320
+429
| +23% | +$55.8K | 0.11% | 171 |
|
|
2021
Q4 | $253K | Buy |
1,891
+296
| +19% | +$39.6K | 0.1% | 172 |
|
|
2021
Q3 | $222K | Sell |
1,595
-113
| -7% | -$15.7K | 0.13% | 151 |
|
|
2021
Q2 | $228K | Hold |
1,708
| – | – | 0.14% | 147 |
|
|
2021
Q1 | $228K | Buy |
+1,708
| New | +$228K | 0.14% | 147 |
|