SFG
Sovereign Financial Group’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Buy |
3,214
+203
| +7% | +$150K | 0.49% | 34 |
|
|
2025
Q1 | $1.74M | Sell |
3,011
-350
| -10% | -$202K | 0.4% | 46 |
|
|
2024
Q4 | $1.97M | Sell |
3,361
-20
| -0.6% | -$11.7K | 0.45% | 36 |
|
|
2024
Q3 | $1.94M | Buy |
3,381
+128
| +4% | +$73.3K | 0.45% | 39 |
|
|
2024
Q2 | $1.64M | Buy |
3,253
+359
| +12% | +$181K | 0.41% | 46 |
|
|
2024
Q1 | $1.41M | Buy |
2,894
+77
| +3% | +$37.4K | 0.37% | 51 |
|
|
2023
Q4 | $997K | Buy |
2,817
+497
| +21% | +$176K | 0.3% | 70 |
|
|
2023
Q3 | $696K | Sell |
2,320
-369
| -14% | -$111K | 0.25% | 84 |
|
|
2023
Q2 | $772K | Buy |
2,689
+304
| +13% | +$87.2K | 0.25% | 94 |
|
|
2023
Q1 | $505K | Buy |
2,385
+540
| +29% | +$114K | 0.19% | 130 |
|
|
2022
Q4 | $222K | Buy |
+1,845
| New | +$222K | 0.09% | 197 |
|
|
2022
Q3 | – | Sell |
-1,576
| Closed | -$254K | – | 211 |
|
|
2022
Q2 | $254K | Buy |
1,576
+382
| +32% | +$61.6K | 0.1% | 175 |
|
|
2022
Q1 | $265K | Buy |
1,194
+118
| +11% | +$26.2K | 0.1% | 185 |
|
|
2021
Q4 | $362K | Sell |
1,076
-85
| -7% | -$28.6K | 0.15% | 139 |
|
|
2021
Q3 | $394K | Sell |
1,161
-272
| -19% | -$92.3K | 0.23% | 96 |
|
|
2021
Q2 | $422K | Hold |
1,433
| – | – | 0.26% | 83 |
|
|
2021
Q1 | $422K | Buy |
1,433
+217
| +18% | +$63.9K | 0.26% | 81 |
|
|
2020
Q4 | $332K | Buy |
+1,216
| New | +$332K | 0.24% | 86 |
|