Number of Shares
58,173.00
Current Holdings Value*
$9.09 Mil
% of Portfolio
2.09%
Total Estimate Gain
$4.43 Mil
% of Total Estimate Gain
32.39%

Sovereign Financial Group, Inc.'s Alphabet Inc Holding Summary

As of 2025-03-31, Sovereign Financial Group, Inc. held 58,173.00 shares of Alphabet Inc(GOOG), totaling $9.09 Mil. This investment constitutes 2.09% of their stock portfolio, and Sovereign Financial Group, Inc. now holds 0% of the outstanding Alphabet Inc(GOOG) stock.

The initial trade took place in 2020Q4. And since then Sovereign Financial Group, Inc. has made 7 purchases of GOOG, at an average price of $108.34, for a total of 126,277.00 shares. In addition, there have been 9 sales at an average price of $107.12 for 68,104.00 shares. Based on historical transaction data and GOOG's current price of $185.94, Sovereign Financial Group, Inc.'s estimated gain on his GOOG holdings is $4.43 Mil, reflecting a 32.39% gain to date.

Sovereign Financial Group, Inc. GOOG ($185.94) Holding Chart

Sovereign Financial Group, Inc. GOOG ($185.94) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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