SFG
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Sovereign Financial Group’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Sovereign Financial Group’s Portfolio NEA Stock Details NEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$203K Buy
18,051
+1,502
+9% +$17.5K 0.04% 344
2025
Q4 		$192K Buy
16,549
+310
+2% +$3.57K 0.03% 338
2025
Q3 		$185K Buy
16,239
+258
+2% +$2.84K 0.03% 318
2025
Q2 		$175K Buy
15,981
+264
+2% +$2.86K 0.04% 305
2025
Q1 		$176K Buy
15,717
+653
+4% +$7.44K 0.04% 276
2024
Q4 		$170K Buy
15,064
+528
+4% +$6.14K 0.04% 278
2024
Q3 		$174K Buy
14,536
+820
+6% +$9.53K 0.04% 275
2024
Q2 		$157K Buy
13,716
+77
+0.6% +$843 0.04% 273
2024
Q1 		$151K Buy
13,639
+625
+5% +$6.86K 0.04% 281
2023
Q4 		$143K Sell
13,014
-207
-2% -$2.11K 0.04% 238
2023
Q3 		$128K Buy
+13,221
New +$139K 0.05% 219

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