Core First Bank & Trust Purchases and Sells in Q4 2024

Core First Bank & Trust

$167 Million
Q4 2024

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DSEP	26.9K + 162.81%	$39.78 - $41.04 $1.07M - $1.1M	43.4K $1.76M
JEPI	16.2K + 61.05%	$57.53 - $60.83 $931K - $984K	42.7K $2.46M
ONEY	5.45K + 105.21%	$108.28 - $117.54 $590K - $641K	10.6K $1.16M
SPY	382 + 12.48%	$567.81 - $607.81 $217K - $232K	3.44K $2.02M
VYM	1.58K + 3.95%	$126.68 - $134.74 $200K - $212K	41.5K $5.3M
VFVA	1.59K + 24.26%	$117.34 - $130.02 $187K - $207K	8.14K $964K

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VSS	10.7K New	$114.08 - $125.68 $1.22M - $1.34M	10.7K $1.22M
SPAB	9.29K New	$24.94 - $26.14 $232K - $243K	9.29K $232K
IWM	488 New	$216.13 - $242.4 $105K - $118K	488 $107K
ACWX	978 New	$52.1 - $57.26 $51K - $56K	978 $51K
USFR	778 New	$50.23 - $50.46 $39.1K - $39.3K	778 $39K
TY	1.1K New	$31.01 - $34.67 $34.1K - $38.1K	1.1K $34K

Top Sells

Reduced Positions

77 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CL	-300 - 0.24%	$90.22 - $102.31 $27.1K - $30.7K	126K $11.5M
PPH	-11.3K - 98.26%	$86.03 - $94.92 $970K - $1.07M	200 $17K
AVDV	-497 - 0.54%	$63.85 - $70.4 $31.7K - $35K	92K $5.99M
IRM	-1.44K - 5.41%	$101.62 - $128.14 $146K - $185K	25.2K $2.65M
IVV	-721 - 10.4%	$570.51 - $610.59 $411K - $440K	6.22K $3.66M
BDX	-1.45K - 86.72%	$220.02 - $243.75 $319K - $353K	222 $50K

Sold Out

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RYLD	-53.3K Closed	$15.97 - $16.79 $851K - $895K	0 $0
MLPX	-9.02K Closed	$54.89 - $64.32 $495K - $580K	0 $0
DJUN	-2.78K Closed	$42.26 - $43.93 $117K - $122K	0 $0
BLK	-48 Closed	$934.02 - $1065.26 $44.8K - $51.1K	0 $0

Activity Summary All Purchases 60 New Holdings 16 Increased Positions 44 All Sells 81 Reductions 77 Sold out 4 Calls 0 Puts 0

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