Steward Partners Investment Advisory’s Sovereign's Capital Flourish Fund SOVF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $970K | Sell |
32,173
-201
| -0.6% | -$6.06K | 0.01% | 1003 |
|
|
2025
Q1 | $962K | Buy |
32,374
+1,130
| +4% | +$33.6K | 0.01% | 940 |
|
|
2024
Q4 | $961K | Buy |
31,244
+3,139
| +11% | +$96.5K | 0.01% | 889 |
|
|
2024
Q3 | $853K | Buy |
28,105
+28,005
| +28,005% | +$850K | 0.01% | 915 |
|
|
2024
Q2 | $2.86K | Hold |
100
| – | – | ﹤0.01% | 3206 |
|
|
2024
Q1 | $2.98K | Hold |
100
| – | – | ﹤0.01% | 3196 |
|
|
2023
Q4 | $2.84K | Buy |
+100
| New | +$2.84K | ﹤0.01% | 3140 |
|