SFG
Sovereign Financial Group’s Public Service Enterprise Group PEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $845K | Sell |
10,040
-456
| -4% | -$38.4K | 0.17% | 112 |
|
|
2025
Q1 | $864K | Sell |
10,496
-61
| -0.6% | -$5.02K | 0.2% | 97 |
|
|
2024
Q4 | $892K | Sell |
10,557
-2
| -0% | -$169 | 0.2% | 93 |
|
|
2024
Q3 | $942K | Sell |
10,559
-63
| -0.6% | -$5.62K | 0.22% | 86 |
|
|
2024
Q2 | $783K | Buy |
10,622
+69
| +0.7% | +$5.09K | 0.2% | 101 |
|
|
2024
Q1 | $705K | Sell |
10,553
-531
| -5% | -$35.5K | 0.19% | 109 |
|
|
2023
Q4 | $678K | Buy |
11,084
+228
| +2% | +$13.9K | 0.21% | 93 |
|
|
2023
Q3 | $618K | Buy |
10,856
+776
| +8% | +$44.2K | 0.22% | 97 |
|
|
2023
Q2 | $631K | Buy |
10,080
+907
| +10% | +$56.8K | 0.21% | 116 |
|
|
2023
Q1 | $573K | Buy |
9,173
+313
| +4% | +$19.5K | 0.21% | 115 |
|
|
2022
Q4 | $543K | Buy |
8,860
+919
| +12% | +$56.3K | 0.21% | 117 |
|
|
2022
Q3 | $447K | Buy |
7,941
+145
| +2% | +$8.16K | 0.18% | 113 |
|
|
2022
Q2 | $493K | Buy |
7,796
+91
| +1% | +$5.76K | 0.19% | 111 |
|
|
2022
Q1 | $539K | Buy |
7,705
+927
| +14% | +$64.8K | 0.2% | 109 |
|
|
2021
Q4 | $452K | Buy |
6,778
+521
| +8% | +$34.7K | 0.18% | 117 |
|
|
2021
Q3 | $381K | Buy |
6,257
+6
| +0.1% | +$365 | 0.22% | 101 |
|
|
2021
Q2 | $376K | Hold |
6,251
| – | – | 0.23% | 91 |
|
|
2021
Q1 | $376K | Buy |
6,251
+220
| +4% | +$13.2K | 0.23% | 89 |
|
|
2020
Q4 | $352K | Buy |
+6,031
| New | +$352K | 0.25% | 79 |
|