Sovereign Financial Group’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,260
| Closed | -$598K | – | 297 |
|
|
2024
Q4 | $598K | Sell |
5,260
-22
| -0.4% | -$2.5K | 0.14% | 139 |
|
|
2024
Q3 | $526K | Sell |
5,282
-1,774
| -25% | -$176K | 0.12% | 156 |
|
|
2024
Q2 | $611K | Buy |
7,056
+1,368
| +24% | +$118K | 0.15% | 124 |
|
|
2024
Q1 | $465K | Buy |
+5,688
| New | +$465K | 0.12% | 160 |
|