Sovereign Financial Group’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Buy |
3,222
+77
| +2% | +$7.9K | 0.07% | 233 |
|
|
2025
Q1 | $271K | Buy |
3,145
+3
| +0.1% | +$258 | 0.06% | 243 |
|
|
2024
Q4 | $330K | Hold |
3,142
| – | – | 0.08% | 221 |
|
|
2024
Q3 | $373K | Hold |
3,142
| – | – | 0.09% | 202 |
|
|
2024
Q2 | $282K | Hold |
3,142
| – | – | 0.07% | 224 |
|
|
2024
Q1 | $252K | Buy |
3,142
+1
| +0% | +$80 | 0.07% | 238 |
|
|
2023
Q4 | $220K | Buy |
+3,141
| New | +$220K | 0.07% | 228 |
|