Sovereign Financial Group’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,240
Closed -$210K 289
2024
Q2
$210K Sell
1,240
-1,060
-46% -$180K 0.05% 263
2024
Q1
$327K Buy
+2,300
New +$327K 0.09% 203