Davies Financial Advisors, Inc. CAPITAL GROUP CORE BALANCED Transaction History

Davies Financial Advisors, Inc.

  • $117 Billion
  • Q1 2025
Number of Shares
56,413
Previous 58,906 4.23%
Holding current value
$1.75 Billion
Previous $1.84 Billion 5.12%
% of portfolio
1.49%
Previous 1.57%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
N/A
-2,493 Reduced 4.23%
56,413 $1.75 Billion
Q4 2024

Jan 16, 2025
BUY
N/A
780 Added 1.34%
58,906 $1.84 Billion
Q3 2024

Oct 09, 2024
BUY
N/A
19,288 Added 49.66%
58,126 $1.8 Billion
Q2 2024

Jul 30, 2024
BUY
N/A
38,838 New
38,838 $1.15 Billion
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