Sovereign Financial Group’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$344K Sell
14,197
-1,335
-9% -$32.4K 0.07% 229
2025
Q1
$394K Sell
15,532
-810
-5% -$20.5K 0.09% 194
2024
Q4
$434K Sell
16,342
-1,233
-7% -$32.7K 0.1% 187
2024
Q3
$509K Sell
17,575
-158
-0.9% -$4.57K 0.12% 160
2024
Q2
$496K Buy
17,733
+804
+5% +$22.5K 0.12% 153
2024
Q1
$470K Buy
16,929
+1,837
+12% +$51K 0.12% 158
2023
Q4
$435K Sell
15,092
-1,363
-8% -$39.2K 0.13% 153
2023
Q3
$546K Sell
16,455
-3,676
-18% -$122K 0.19% 110
2023
Q2
$738K Buy
20,131
+2,089
+12% +$76.6K 0.24% 98
2023
Q1
$736K Buy
18,042
+156
+0.9% +$6.37K 0.27% 87
2022
Q4
$916K Buy
17,886
+1,505
+9% +$77.1K 0.36% 75
2022
Q3
$717K Buy
16,381
+1,951
+14% +$85.4K 0.29% 83
2022
Q2
$757K Buy
14,430
+37
+0.3% +$1.94K 0.3% 84
2022
Q1
$745K Buy
14,393
+2,121
+17% +$110K 0.28% 92
2021
Q4
$725K Buy
12,272
+291
+2% +$17.2K 0.29% 89
2021
Q3
$515K Sell
11,981
-2,238
-16% -$96.2K 0.3% 80
2021
Q2
$515K Hold
14,219
0.31% 74
2021
Q1
$515K Buy
14,219
+593
+4% +$21.5K 0.32% 72
2020
Q4
$502K Buy
+13,626
New +$502K 0.36% 62