SFG
Sovereign Financial Group’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Sell |
21,969
-3
| -0% | -$303 | 0.46% | 35 |
|
|
2025
Q1 | $2.42M | Sell |
21,972
-133
| -0.6% | -$14.6K | 0.56% | 31 |
|
|
2024
Q4 | $2.79M | Sell |
22,105
-226
| -1% | -$28.5K | 0.64% | 30 |
|
|
2024
Q3 | $3.04M | Sell |
22,331
-63
| -0.3% | -$8.59K | 0.71% | 28 |
|
|
2024
Q2 | $3.06M | Sell |
22,394
-106
| -0.5% | -$14.5K | 0.76% | 26 |
|
|
2024
Q1 | $3.34M | Sell |
22,500
-563
| -2% | -$83.7K | 0.89% | 23 |
|
|
2023
Q4 | $3.63M | Sell |
23,063
-377
| -2% | -$59.3K | 1.11% | 18 |
|
|
2023
Q3 | $3.65M | Sell |
23,440
-2,096
| -8% | -$327K | 1.3% | 18 |
|
|
2023
Q2 | $4.58M | Sell |
25,536
-1,848
| -7% | -$331K | 1.49% | 14 |
|
|
2023
Q1 | $5.31M | Sell |
27,384
-996
| -4% | -$193K | 1.97% | 10 |
|
|
2022
Q4 | $4.93M | Buy |
28,380
+648
| +2% | +$113K | 1.94% | 9 |
|
|
2022
Q3 | $4.48M | Buy |
27,732
+35
| +0.1% | +$5.65K | 1.82% | 13 |
|
|
2022
Q2 | $5.06M | Sell |
27,697
-990
| -3% | -$181K | 1.99% | 13 |
|
|
2022
Q1 | $6.15M | Sell |
28,687
-1,098
| -4% | -$235K | 2.28% | 8 |
|
|
2021
Q4 | $6.38M | Sell |
29,785
-285
| -0.9% | -$61.1K | 2.56% | 5 |
|
|
2021
Q3 | $5.48M | Sell |
30,070
-11,677
| -28% | -$2.13M | 3.15% | 5 |
|
|
2021
Q2 | $7.1M | Hold |
41,747
| – | – | 4.3% | 3 |
|
|
2021
Q1 | $7.1M | Buy |
41,747
+19,850
| +91% | +$3.37M | 4.43% | 3 |
|
|
2020
Q4 | $3.69M | Buy |
+21,897
| New | +$3.69M | 2.66% | 6 |
|