Sovereign Financial Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.99M | Buy |
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|
2025
Q2 | $2.05M | Buy |
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|
2025
Q1 | $2.02M | Sell |
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|
2024
Q4 | $2.07M | Sell |
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|
2024
Q3 | $1.8M | Sell |
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|
2024
Q2 | $1.73M | Sell |
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|
2024
Q1 | $1.84M | Buy |
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|
2023
Q4 | $1.51M | Buy |
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|
2023
Q3 | $1.29M | Sell |
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|
2023
Q2 | $1.47M | Buy |
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|
2023
Q1 | $1.33M | Sell |
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|
2022
Q4 | $1.23M | Buy |
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|
2022
Q3 | $978K | Buy |
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|
2022
Q2 | $949K | Hold |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $868K | Buy |
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|
2021
Q3 | $789K | Buy |
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|
2021
Q2 | $696K | Hold |
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|
2021
Q1 | $696K | Buy |
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|
2020
Q4 | $446K | Buy |
|