Sovereign Financial Group’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.84M | Buy |
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|
2025
Q2 | $2.22M | Sell |
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|
2025
Q1 | $2.42M | Sell |
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|
2024
Q4 | $2.79M | Sell |
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|
2024
Q3 | $3.04M | Sell |
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|
2024
Q2 | $3.06M | Sell |
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|
2024
Q1 | $3.34M | Sell |
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|
2023
Q4 | $3.63M | Sell |
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|
2023
Q3 | $3.65M | Sell |
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|
2023
Q2 | $4.58M | Sell |
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|
2023
Q1 | $5.31M | Sell |
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|
2022
Q4 | $4.93M | Buy |
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|
2022
Q3 | $4.48M | Buy |
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|
2022
Q2 | $5.06M | Sell |
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|
2022
Q1 | $6.15M | Sell |
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|
2021
Q4 | $6.38M | Sell |
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|
2021
Q3 | $5.48M | Sell |
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|
2021
Q2 | $7.1M | Hold |
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|
2021
Q1 | $7.1M | Buy |
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|
2020
Q4 | $3.69M | Buy |
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