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

Taylor Financial Group, Inc.

93,985

Previous 85,747 9.61%

$2.91 Billion

Previous $2.68 Billion 8.59%

2.03%

Previous 1.86%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	N/A	8,238 Added 9.61%	93,985 $2.91 Billion
Q4 2024 Feb 10, 2025	BUY	N/A	5,711 Added 7.14%	85,747 $2.68 Billion
Q3 2024 Nov 12, 2024	BUY	N/A	8,412 Added 11.74%	80,036 $2.49 Billion
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

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

Stay updated on Taylor Financial Group, Inc. with notifications on news.