Sovereign Financial Group’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$590K Sell
2025
Q2
$601K Buy
2025
Q1
$675K Buy
2024
Q4
$653K Sell
2024
Q3
$769K Sell
2024
Q2
$753K Buy
2024
Q1
$758K Buy
2023
Q4
$730K Buy
2023
Q3
$708K Sell
2023
Q2
$861K Buy
2023
Q1
$746K Sell
2022
Q4
$740K Buy
2022
Q3
$601K Sell
2022
Q2
$625K Buy
2022
Q1
$611K Buy
2021
Q4
$589K Buy
2021
Q3
$473K Sell
2021
Q2
$544K Hold
2021
Q1
$544K Buy
2020
Q4
$522K Buy