SFG
Sovereign Financial Group’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.49M | Buy |
34,775
+323
| +0.9% | +$51K | 1.13% | 19 |
|
|
2025
Q1 | $3.73M | Sell |
34,452
-5,473
| -14% | -$593K | 0.86% | 24 |
|
|
2024
Q4 | $5.36M | Sell |
39,925
-61
| -0.2% | -$8.19K | 1.23% | 17 |
|
|
2024
Q3 | $4.86M | Sell |
39,986
-5,612
| -12% | -$682K | 1.14% | 17 |
|
|
2024
Q2 | $5.63M | Buy |
45,598
+40,325
| +765% | +$4.98M | 1.4% | 16 |
|
|
2024
Q1 | $4.76M | Buy |
5,273
+2,258
| +75% | +$2.04M | 1.26% | 17 |
|
|
2023
Q4 | $1.49M | Buy |
3,015
+547
| +22% | +$271K | 0.46% | 39 |
|
|
2023
Q3 | $1.07M | Sell |
2,468
-802
| -25% | -$349K | 0.38% | 57 |
|
|
2023
Q2 | $1.38M | Buy |
3,270
+1,207
| +59% | +$511K | 0.45% | 51 |
|
|
2023
Q1 | $573K | Buy |
2,063
+590
| +40% | +$164K | 0.21% | 114 |
|
|
2022
Q4 | $215K | Buy |
+1,473
| New | +$215K | 0.08% | 204 |
|
|
2022
Q2 | – | Sell |
-2,495
| Closed | -$681K | – | 221 |
|
|
2022
Q1 | $681K | Buy |
2,495
+175
| +8% | +$47.8K | 0.25% | 96 |
|
|
2021
Q4 | $682K | Buy |
2,320
+395
| +21% | +$116K | 0.27% | 96 |
|
|
2021
Q3 | $399K | Buy |
+1,925
| New | +$399K | 0.23% | 94 |
|