Sovereign Financial Group’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $68K | Sell |
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|
2025
Q2 | $96K | Sell |
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|
2025
Q1 | $123K | Sell |
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|
2024
Q4 | $219K | Buy |
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|
2024
Q3 | $131K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $212K | Sell |
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|
2023
Q4 | $562K | Sell |
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|
2023
Q3 | $776K | Buy |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $937K | Buy |
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|
2022
Q4 | $961K | Buy |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $1.26M | Buy |
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|
2022
Q1 | $1.15M | Buy |
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|
2021
Q4 | $829K | Sell |
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|
2021
Q3 | $871K | Buy |
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|
2021
Q2 | $375K | Hold |
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|
2021
Q1 | $375K | Sell |
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|
2020
Q4 | $838K | Buy |
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