SFG
Sovereign Financial Group’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $928K | Buy |
5,823
+65
| +1% | +$10.4K | 0.19% | 100 |
|
|
2025
Q1 | $981K | Buy |
5,758
+987
| +21% | +$168K | 0.23% | 84 |
|
|
2024
Q4 | $800K | Sell |
4,771
-72
| -1% | -$12.1K | 0.18% | 112 |
|
|
2024
Q3 | $839K | Sell |
4,843
-47
| -1% | -$8.14K | 0.2% | 99 |
|
|
2024
Q2 | $806K | Buy |
4,890
+100
| +2% | +$16.5K | 0.2% | 97 |
|
|
2024
Q1 | $777K | Buy |
4,790
+826
| +21% | +$134K | 0.21% | 98 |
|
|
2023
Q4 | $581K | Buy |
3,964
+224
| +6% | +$32.8K | 0.18% | 111 |
|
|
2023
Q3 | $546K | Sell |
3,740
-750
| -17% | -$109K | 0.19% | 111 |
|
|
2023
Q2 | $681K | Buy |
4,490
+906
| +25% | +$137K | 0.22% | 106 |
|
|
2023
Q1 | $533K | Buy |
3,584
+2
| +0.1% | +$297 | 0.2% | 119 |
|
|
2022
Q4 | $543K | Buy |
3,582
+516
| +17% | +$78.2K | 0.21% | 116 |
|
|
2022
Q3 | $387K | Sell |
3,066
-17
| -0.6% | -$2.15K | 0.16% | 129 |
|
|
2022
Q2 | $443K | Sell |
3,083
-53
| -2% | -$7.62K | 0.17% | 119 |
|
|
2022
Q1 | $479K | Buy |
3,136
+702
| +29% | +$107K | 0.18% | 120 |
|
|
2021
Q4 | $398K | Buy |
2,434
+660
| +37% | +$108K | 0.16% | 129 |
|
|
2021
Q3 | $248K | Sell |
1,774
-262
| -13% | -$36.6K | 0.14% | 138 |
|
|
2021
Q2 | $276K | Hold |
2,036
| – | – | 0.17% | 122 |
|
|
2021
Q1 | $276K | Buy |
2,036
+99
| +5% | +$13.4K | 0.17% | 121 |
|
|
2020
Q4 | $270K | Buy |
+1,937
| New | +$270K | 0.19% | 104 |
|