SFG
Sovereign Financial Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
2,960
+51
| +2% | +$4.09K | 0.05% | 276 |
|
|
2025
Q1 | $209K | Sell |
2,909
-82
| -3% | -$5.89K | 0.05% | 268 |
|
|
2024
Q4 | $210K | Buy |
+2,991
| New | +$210K | 0.05% | 271 |
|
|
2024
Q2 | – | Sell |
-3,761
| Closed | -$218K | – | 295 |
|
|
2024
Q1 | $218K | Buy |
+3,761
| New | +$218K | 0.06% | 261 |
|