SFG
Sovereign Financial Group’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $739K | Sell |
7,563
-42
| -0.6% | -$4.11K | 0.15% | 123 |
|
|
2025
Q1 | $668K | Sell |
7,605
-274
| -3% | -$24.1K | 0.15% | 123 |
|
|
2024
Q4 | $712K | Buy |
7,879
+902
| +13% | +$81.5K | 0.16% | 117 |
|
|
2024
Q3 | $563K | Buy |
6,977
+344
| +5% | +$27.8K | 0.13% | 146 |
|
|
2024
Q2 | $449K | Buy |
6,633
+118
| +2% | +$7.99K | 0.11% | 168 |
|
|
2024
Q1 | $392K | Buy |
6,515
+4,374
| +204% | +$263K | 0.1% | 181 |
|
|
2023
Q4 | $338K | Buy |
2,141
+19
| +0.9% | +$3K | 0.1% | 176 |
|
|
2023
Q3 | $339K | Sell |
2,122
-14
| -0.7% | -$2.24K | 0.12% | 161 |
|
|
2023
Q2 | $336K | Buy |
2,136
+185
| +9% | +$29.1K | 0.11% | 180 |
|
|
2023
Q1 | $288K | Buy |
1,951
+19
| +1% | +$2.8K | 0.11% | 179 |
|
|
2022
Q4 | $274K | Buy |
+1,932
| New | +$274K | 0.11% | 179 |
|
|
2022
Q2 | – | Sell |
-1,433
| Closed | -$213K | – | 230 |
|
|
2022
Q1 | $213K | Sell |
1,433
-119
| -8% | -$17.7K | 0.08% | 204 |
|
|
2021
Q4 | $224K | Buy |
+1,552
| New | +$224K | 0.09% | 186 |
|
|
2021
Q3 | – | Sell |
-1,755
| Closed | -$238K | – | 190 |
|
|
2021
Q2 | $238K | Hold |
1,755
| – | – | 0.14% | 140 |
|
|
2021
Q1 | $238K | Buy |
1,755
+178
| +11% | +$24.1K | 0.15% | 140 |
|
|
2020
Q4 | $227K | Buy |
+1,577
| New | +$227K | 0.16% | 117 |
|