SFG
Sovereign Financial Group’s VanEck Semiconductor ETF SMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
3,959
-2,751
| -41% | -$767K | 0.23% | 83 |
|
|
2025
Q1 | $1.42M | Sell |
6,710
-898
| -12% | -$190K | 0.33% | 61 |
|
|
2024
Q4 | $1.84M | Buy |
7,608
+5
| +0.1% | +$1.21K | 0.42% | 40 |
|
|
2024
Q3 | $1.87M | Buy |
7,603
+74
| +1% | +$18.2K | 0.44% | 40 |
|
|
2024
Q2 | $1.96M | Buy |
7,529
+541
| +8% | +$141K | 0.49% | 35 |
|
|
2024
Q1 | $1.57M | Buy |
6,988
+6
| +0.1% | +$1.35K | 0.42% | 43 |
|
|
2023
Q4 | $1.22M | Sell |
6,982
-16
| -0.2% | -$2.8K | 0.37% | 52 |
|
|
2023
Q3 | $1.01M | Sell |
6,998
-428
| -6% | -$62.1K | 0.36% | 61 |
|
|
2023
Q2 | $1.13M | Buy |
7,426
+2,116
| +40% | +$322K | 0.37% | 64 |
|
|
2023
Q1 | $1.4M | Sell |
5,310
-1,594
| -23% | -$420K | 0.52% | 46 |
|
|
2022
Q4 | $1.4M | Sell |
6,904
-2,835
| -29% | -$575K | 0.55% | 48 |
|
|
2022
Q3 | $1.8M | Sell |
9,739
-1,051
| -10% | -$195K | 0.73% | 30 |
|
|
2022
Q2 | $2.2M | Buy |
10,790
+1,511
| +16% | +$308K | 0.87% | 28 |
|
|
2022
Q1 | $2.5M | Buy |
9,279
+5,718
| +161% | +$1.54M | 0.93% | 26 |
|
|
2021
Q4 | $1.1M | Buy |
3,561
+1,174
| +49% | +$363K | 0.44% | 56 |
|
|
2021
Q3 | $612K | Buy |
+2,387
| New | +$612K | 0.35% | 72 |
|