SFG
Sovereign Financial Group’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
10,103
-13
| -0.1% | -$1.68K | 0.27% | 70 |
|
|
2025
Q1 | $1.44M | Sell |
10,116
-159
| -2% | -$22.6K | 0.33% | 60 |
|
|
2024
Q4 | $1.35M | Sell |
10,275
-130
| -1% | -$17K | 0.31% | 66 |
|
|
2024
Q3 | $1.48M | Buy |
10,405
+268
| +3% | +$38.1K | 0.35% | 56 |
|
|
2024
Q2 | $1.4M | Buy |
10,137
+14
| +0.1% | +$1.94K | 0.35% | 54 |
|
|
2024
Q1 | $1.31M | Buy |
10,123
+213
| +2% | +$27.6K | 0.35% | 56 |
|
|
2023
Q4 | $1.2M | Buy |
9,910
+51
| +0.5% | +$6.2K | 0.37% | 55 |
|
|
2023
Q3 | $1.19M | Sell |
9,859
-148
| -1% | -$17.9K | 0.42% | 49 |
|
|
2023
Q2 | $1.38M | Buy |
10,007
+12
| +0.1% | +$1.66K | 0.45% | 52 |
|
|
2023
Q1 | $1.34M | Sell |
9,995
-28
| -0.3% | -$3.76K | 0.5% | 52 |
|
|
2022
Q4 | $1.36M | Buy |
10,023
+177
| +2% | +$24K | 0.54% | 53 |
|
|
2022
Q3 | $1.11M | Hold |
9,846
| – | – | 0.45% | 54 |
|
|
2022
Q2 | $1.33M | Buy |
9,846
+9
| +0.1% | +$1.22K | 0.52% | 49 |
|
|
2022
Q1 | $1.21M | Sell |
9,837
-104
| -1% | -$12.8K | 0.45% | 59 |
|
|
2021
Q4 | $1.42M | Buy |
9,941
+74
| +0.7% | +$10.6K | 0.57% | 49 |
|
|
2021
Q3 | $1.31M | Sell |
9,867
-391
| -4% | -$51.8K | 0.75% | 34 |
|
|
2021
Q2 | $1.43M | Hold |
10,258
| – | – | 0.86% | 28 |
|
|
2021
Q1 | $1.43M | Sell |
10,258
-710
| -6% | -$98.7K | 0.89% | 26 |
|
|
2020
Q4 | $1.48M | Buy |
+10,968
| New | +$1.48M | 1.07% | 26 |
|