Taylor Financial Group, Inc. CAPITAL GROUP CORE BALANCED Transaction History

Taylor Financial Group, Inc.

  • $130 Billion
  • Q2 2024
Number of Shares
71,624
Previous 65,398 9.52%
Holding current value
$2.13 Billion
Previous $1.9 Billion 11.85%
% of portfolio
1.64%
Previous 1.45%

Shares

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

Jul 31, 2024
BUY
N/A
6,226 Added 9.52%
71,624 $2.13 Billion
Q1 2024

May 14, 2024
BUY
N/A
2,444 Added 3.88%
65,398 $1.9 Billion
Q4 2023

Sep 17, 2024
SELL
N/A
-8,670 Reduced 12.1%
62,954 $1.72 Billion
Q4 2023

Feb 16, 2024
BUY
N/A
62,954 New
62,954 $1.72 Billion
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