SFG
Sovereign Financial Group’s Netflix NFLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Buy |
1,491
+285
| +24% | +$382K | 0.41% | 38 |
|
|
2025
Q1 | $1.12M | Buy |
1,206
+613
| +103% | +$572K | 0.26% | 74 |
|
|
2024
Q4 | $529K | Buy |
593
+153
| +35% | +$136K | 0.12% | 153 |
|
|
2024
Q3 | $312K | Buy |
440
+132
| +43% | +$93.6K | 0.07% | 219 |
|
|
2024
Q2 | $208K | Sell |
308
-781
| -72% | -$527K | 0.05% | 264 |
|
|
2024
Q1 | $661K | Buy |
1,089
+272
| +33% | +$165K | 0.18% | 116 |
|
|
2023
Q4 | $398K | Sell |
817
-161
| -16% | -$78.4K | 0.12% | 162 |
|
|
2023
Q3 | $369K | Buy |
978
+269
| +38% | +$102K | 0.13% | 150 |
|
|
2023
Q2 | $312K | Buy |
709
+35
| +5% | +$15.4K | 0.1% | 185 |
|
|
2023
Q1 | $233K | Buy |
+674
| New | +$233K | 0.09% | 198 |
|
|
2022
Q1 | – | Sell |
-604
| Closed | -$364K | – | 224 |
|
|
2021
Q4 | $364K | Buy |
+604
| New | +$364K | 0.15% | 137 |
|
|
2021
Q3 | – | Sell |
-538
| Closed | -$281K | – | 185 |
|
|
2021
Q2 | $281K | Hold |
538
| – | – | 0.17% | 121 |
|
|
2021
Q1 | $281K | Buy |
538
+164
| +44% | +$85.7K | 0.18% | 120 |
|
|
2020
Q4 | $202K | Buy |
+374
| New | +$202K | 0.15% | 130 |
|