SFG
Sovereign Financial Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Buy |
5,778
+15
| +0.3% | +$5.33K | 0.42% | 36 |
|
|
2025
Q1 | $2.02M | Sell |
5,763
-774
| -12% | -$271K | 0.47% | 37 |
|
|
2024
Q4 | $2.07M | Sell |
6,537
-21
| -0.3% | -$6.64K | 0.47% | 35 |
|
|
2024
Q3 | $1.8M | Sell |
6,558
-24
| -0.4% | -$6.6K | 0.42% | 43 |
|
|
2024
Q2 | $1.73M | Sell |
6,582
-14
| -0.2% | -$3.68K | 0.43% | 42 |
|
|
2024
Q1 | $1.84M | Buy |
6,596
+799
| +14% | +$223K | 0.49% | 36 |
|
|
2023
Q4 | $1.51M | Buy |
5,797
+189
| +3% | +$49.2K | 0.46% | 38 |
|
|
2023
Q3 | $1.29M | Sell |
5,608
-586
| -9% | -$135K | 0.46% | 43 |
|
|
2023
Q2 | $1.47M | Buy |
6,194
+277
| +5% | +$65.8K | 0.48% | 48 |
|
|
2023
Q1 | $1.33M | Sell |
5,917
-1
| -0% | -$225 | 0.5% | 53 |
|
|
2022
Q4 | $1.23M | Buy |
5,918
+411
| +7% | +$85.4K | 0.48% | 57 |
|
|
2022
Q3 | $978K | Buy |
5,507
+685
| +14% | +$122K | 0.4% | 60 |
|
|
2022
Q2 | $949K | Hold |
4,822
| – | – | 0.37% | 69 |
|
|
2022
Q1 | $1.07M | Buy |
4,822
+819
| +20% | +$182K | 0.4% | 69 |
|
|
2021
Q4 | $868K | Buy |
4,003
+460
| +13% | +$99.7K | 0.35% | 72 |
|
|
2021
Q3 | $789K | Buy |
3,543
+254
| +8% | +$56.6K | 0.45% | 53 |
|
|
2021
Q2 | $696K | Hold |
3,289
| – | – | 0.42% | 53 |
|
|
2021
Q1 | $696K | Buy |
3,289
+1,252
| +61% | +$265K | 0.43% | 51 |
|
|
2020
Q4 | $446K | Buy |
+2,037
| New | +$446K | 0.32% | 68 |
|