Park Square Financial Group, LLC Sells in Q1 2025

Park Square Financial Group, LLC

  • $126 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLI
Industrial Sector Spdr

ETFs
-47
- 9.69%
$128.78 - $141.67 $6.05K - $6.66K
438 $57.4M
DOCU
Docusign, Inc.

Technology
-53
- 24.65%
$74.7 - $97.7 $3.96K - $5.18K
162 $13.2M
ACGL
Arch Capital Group Ltd.

Financial Services
-73
- 28.19%
$88.13 - $96.94 $6.43K - $7.08K
186 $17.9M
BXP
Boston Properties Inc

Real Estate
-28
- 4.92%
$63.97 - $74.91 $1.79K - $2.1K
541 $36.4M
OSIS
Osi Systems Inc

Technology
-43
- 42.16%
$153.35 - $219.6 $6.59K - $9.44K
59 $11.5M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-487
- 20.68%
$14.13 - $16.72 $6.88K - $8.14K
1.87K $28.9M
FN
Fabrinet

Technology
-16
- 19.05%
$183.66 - $267.24 $2.94K - $4.28K
68 $13.4M
VTR
Ventas, Inc.

Real Estate
-100
- 50.0%
$56.9 - $70.47 $5.69K - $7.05K
100 $6.88M
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
-144
- 92.31%
$30.84 - $35.09 $4.44K - $5.05K
12 $371K
MS
Morgan Stanley

Financial Services
-10
- 2.75%
$111.68 - $141.08 $1.12K - $1.41K
353 $41.1M
Pimco ETF Tr
-177
- 92.67%
N/A
14 $375K
BGLD
First Exch Tr Fd Cboe Vest Gol

ETFs
-590
- 19.38%
$18.47 - $21.01 $10.9K - $12.4K
2.45K $51.6M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-96
- 6.65%
$42.38 - $43.28 $4.07K - $4.15K
1.35K $57.3M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-81
- 38.39%
$50.39 - $50.66 $4.08K - $4.1K
130 $6.58M
RL
Ralph Lauren Corp

Consumer Cyclical
-15
- 24.59%
$215.68 - $286.74 $3.24K - $4.3K
46 $10.2M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-50
- 50.0%
$69.82 - $78.67 $3.49K - $3.93K
50 $3.52M
BNDX
Vanguard Total International B

ETFs
-71
- 3.71%
$48.33 - $49.5 $3.43K - $3.51K
1.84K $90M
INCY
Incyte Corp

Healthcare
-50
- 50.0%
$60.0 - $75.26 $3K - $3.76K
50 $3.03M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-74
- 30.2%
$51.52 - $52.37 $3.81K - $3.88K
171 $8.96M
CVS
Cvs Health Corp

Healthcare
-378
- 39.42%
$44.22 - $68.64 $16.7K - $25.9K
581 $39.4M
FTV
Fortive Corp

Technology
-39
- 9.77%
$71.82 - $82.98 $2.8K - $3.24K
360 $26.3M
Neuberger Berman ETF Trust
-2
- 0.04%
N/A
4.57K $117M
AA
Alcoa Corp

Basic Materials
-78
- 49.37%
$30.5 - $39.53 $2.38K - $3.08K
80 $2.43M
RVT
Royce Value Trust, Inc.

Financial Services
-150
- 18.45%
$14.07 - $16.68 $2.11K - $2.5K
663 $9.44M
JD
Jd.Com, Inc.

Consumer Cyclical
-167
- 30.36%
$33.1 - $45.21 $5.53K - $7.55K
383 $15.7M
FISV
Fiserv Inc

Technology
-24
- 17.91%
N/A
110 $24.3M
EXP
Eagle Materials Inc

Basic Materials
-11
- 36.67%
$207.49 - $262.13 $2.28K - $2.88K
19 $4.22M
VDC
Vanguard Consumer Staples ETF

ETFs
-67
- 4.29%
$206.54 - $226.16 $13.8K - $15.2K
1.5K $327M
EFG
Msci Eafe Growth ETF

ETFs
-33
- 37.93%
$96.1 - $106.37 $3.17K - $3.51K
54 $5.4M
Ishares Tr
-116
- 15.3%
N/A
642 $16.1M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-245
- 19.05%
$11.96 - $13.56 $2.93K - $3.32K
1.04K $13.4M
HRB
H&R Block Inc

Consumer Cyclical
-64
- 23.62%
$49.96 - $55.97 $3.2K - $3.58K
207 $11.4M
SZC
Cushing Next Gen Infrastructure Income Fund

Financial Services
-73
- 18.53%
N/A
321 $15.1M
PDP
Invesco Exchange Traded Fd Tr

ETFs
-14
- 6.97%
$96.95 - $116.13 $1.36K - $1.63K
187 $18.7M
SAIC
Science Applications International Corp

Technology
-26
- 89.66%
$95.77 - $119.82 $2.49K - $3.12K
3 $337K
DHI
Horton D R Inc

Consumer Cyclical
-15
- 19.74%
$125.29 - $147.65 $1.88K - $2.21K
61 $7.76M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-119
- 5.62%
$42.5 - $46.71 $5.06K - $5.56K
2K $90.5M
FGB
First Trust Specialty Finance & Financial Opportunities Fund

Financial Services
-727
- 18.53%
$4.12 - $4.64 $3K - $3.37K
3.2K $13.7M
BRX
Brixmor Property Group Inc.

Real Estate
-86
- 22.87%
N/A
290 $7.7M
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
-128
- 20.68%
N/A
491 $11.8M
INGR
Ingredion Inc

Consumer Defensive
-19
- 33.93%
$125.6 - $137.36 $2.39K - $2.61K
37 $5M
LOGI
Logitech International S.A.

Technology
-34
- 21.25%
$81.64 - $105.06 $2.78K - $3.57K
126 $10.6M
CRS
Carpenter Technology Corp

Industrials
-21
- 17.5%
$172.39 - $212.53 $3.62K - $4.46K
99 $17.9M
FDN
First Tr Fd Dow Jones

ETFs
-1
- 0.97%
$221.38 - $266.86 $221 - $267
102 $22.7M
NET
Cloudflare, Inc.

Technology
-44
- 8.43%
$110.71 - $176.5 $4.87K - $7.77K
478 $53.9M
WEN
Wendy'S CO

Consumer Cyclical
-125
- 51.02%
$14.17 - $16.17 $1.77K - $2.02K
120 $1.76M
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
-165
- 18.29%
$12.61 - $13.36 $2.08K - $2.2K
737 $9.38M
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
-47
- 15.56%
$20.63 - $25.57 $970 - $1.2K
255 $5.26M
EFV
Msci Eafe Value ETF

ETFs
-52
- 35.62%
$51.88 - $60.73 $2.7K - $3.16K
94 $5.54M
Activity Summary
Buys All Purchases 261 New Holdings 101 Increased Positions 160 Sells All Sells 376 Reductions 375 Sold out 1 Options Calls 0 Puts 0
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