SFG
Sovereign Financial Group’s iShares S&P 100 ETF OEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
3,370
+63
| +2% | +$19.2K | 0.21% | 88 |
|
|
2025
Q1 | $896K | Buy |
3,307
+2,267
| +218% | +$614K | 0.21% | 92 |
|
|
2024
Q4 | $300K | Buy |
1,040
+3
| +0.3% | +$866 | 0.07% | 234 |
|
|
2024
Q3 | $287K | Buy |
1,037
+3
| +0.3% | +$830 | 0.07% | 232 |
|
|
2024
Q2 | $273K | Buy |
1,034
+8
| +0.8% | +$2.11K | 0.07% | 226 |
|
|
2024
Q1 | $254K | Sell |
1,026
-1,631
| -61% | -$404K | 0.07% | 237 |
|
|
2023
Q4 | $594K | Buy |
+2,657
| New | +$594K | 0.18% | 108 |
|