Steward Partners Investment Advisory’s Sovereign's Capital Flourish Fund SOVF Stock Holding History

Steward Partners Investment Advisory’s Portfolio SOVF Stock Details SOVF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$970K	Sell
2025 Q1	$962K	Buy
2024 Q4	$961K	Buy
2024 Q3	$853K	Buy
2024 Q2	$2.86K	Hold
2024 Q1	$2.98K	Hold
2023 Q4	$2.84K	Buy