Number of Shares
1,915
Previous 2,371 19.23%
Holding current value
$138 Million
Previous $156 Million 11.55%
% of portfolio
0.07%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 11, 2024

SELL
N/A
-456 Reduced 19.23%
1,915 $138 Million
Q1 2024

Apr 25, 2024

SELL
N/A
-193 Reduced 7.53%
2,371 $156 Million
Q4 2023

Jan 19, 2024

BUY
N/A
143 Added 5.91%
2,564 $162 Million
Q3 2023

Oct 12, 2023

BUY
N/A
2,421 New
2,421 $151 Million
Track This Portfolio

Track Mendota Financial Group, LLC Portfolio

Follow Mendota Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mendota Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mendota Financial Group, LLC with notifications on news.