SFG
Sovereign Financial Group’s RTX Corp RTX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $870K | Buy |
5,960
+141
| +2% | +$20.6K | 0.18% | 105 |
|
2025
Q1 | $771K | Sell |
5,819
-143
| -2% | -$18.9K | 0.18% | 109 |
|
2024
Q4 | $690K | Sell |
5,962
-38
| -0.6% | -$4.4K | 0.16% | 120 |
|
2024
Q3 | $727K | Sell |
6,000
-109
| -2% | -$13.2K | 0.17% | 114 |
|
2024
Q2 | $613K | Buy |
6,109
+63
| +1% | +$6.33K | 0.15% | 122 |
|
2024
Q1 | $590K | Sell |
6,046
-991
| -14% | -$96.7K | 0.16% | 127 |
|
2023
Q4 | $592K | Sell |
7,037
-40
| -0.6% | -$3.37K | 0.18% | 109 |
|
2023
Q3 | $509K | Sell |
7,077
-2,270
| -24% | -$163K | 0.18% | 119 |
|
2023
Q2 | $916K | Buy |
9,347
+681
| +8% | +$66.7K | 0.3% | 81 |
|
2023
Q1 | $849K | Sell |
8,666
-1
| -0% | -$98 | 0.32% | 82 |
|
2022
Q4 | $875K | Buy |
8,667
+610
| +8% | +$61.6K | 0.34% | 79 |
|
2022
Q3 | $660K | Buy |
8,057
+94
| +1% | +$7.7K | 0.27% | 89 |
|
2022
Q2 | $765K | Buy |
7,963
+110
| +1% | +$10.6K | 0.3% | 83 |
|
2022
Q1 | $778K | Buy |
7,853
+3,518
| +81% | +$349K | 0.29% | 88 |
|
2021
Q4 | $373K | Buy |
4,335
+11
| +0.3% | +$946 | 0.15% | 135 |
|
2021
Q3 | $372K | Sell |
4,324
-517
| -11% | -$44.5K | 0.21% | 108 |
|
2021
Q2 | $374K | Hold |
4,841
| – | – | 0.23% | 93 |
|
2021
Q1 | $374K | Buy |
4,841
+1,106
| +30% | +$85.4K | 0.23% | 91 |
|
2020
Q4 | $267K | Buy |
+3,735
| New | +$267K | 0.19% | 105 |
|