Sovereign Financial Group’s Uber UBER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$310K Sell
3,326
-1,077
-24% -$100K 0.06% 242
2025
Q1
$321K Buy
+4,403
New +$321K 0.07% 222
2024
Q4
Sell
-3,318
Closed -$249K 295
2024
Q3
$249K Buy
3,318
+372
+13% +$28K 0.06% 247
2024
Q2
$214K Buy
+2,946
New +$214K 0.05% 259