SFG
Sovereign Financial Group’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
928
+5
| +0.5% | +$1.14K | 0.04% | 291 |
|
|
2025
Q1 | $214K | Buy |
+923
| New | +$214K | 0.05% | 265 |
|
|
2024
Q3 | – | Sell |
-942
| Closed | -$201K | – | 293 |
|
|
2024
Q2 | $201K | Sell |
942
-78
| -8% | -$16.6K | 0.05% | 270 |
|
|
2024
Q1 | $217K | Buy |
+1,020
| New | +$217K | 0.06% | 263 |
|