SFG
Sovereign Financial Group’s Boston Beer SAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-600
| Closed | -$207K | – | 290 |
|
|
2023
Q4 | $207K | Hold |
600
| – | – | 0.06% | 233 |
|
|
2023
Q3 | $234K | Buy |
+600
| New | +$234K | 0.08% | 199 |
|
|
2022
Q2 | – | Sell |
-600
| Closed | -$233K | – | 224 |
|
|
2022
Q1 | $233K | Hold |
600
| – | – | 0.09% | 195 |
|
|
2021
Q4 | $303K | Sell |
600
-10
| -2% | -$5.05K | 0.12% | 156 |
|
|
2021
Q3 | $311K | Sell |
610
-212
| -26% | -$108K | 0.18% | 118 |
|
|
2021
Q2 | $992K | Hold |
822
| – | – | 0.6% | 42 |
|
|
2021
Q1 | $992K | Hold |
822
| – | – | 0.62% | 40 |
|
|
2020
Q4 | $817K | Buy |
+822
| New | +$817K | 0.59% | 45 |
|