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

Davies Financial Advisors, Inc.

  • $123 Billion
  • Q3 2025
Number of Shares
52,531
Previous 55,223 4.87%
Holding current value
$1.82 Billion
Previous $1.85 Billion 1.23%
% of portfolio
1.48%
Previous 1.43%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
N/A
-2,692 Reduced 4.87%
52,531 $1.82 Billion
Q2 2025

Aug 08, 2025
SELL
N/A
-1,190 Reduced 2.11%
55,223 $1.85 Billion
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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