Financial Insights, Inc. Pimco Equity Ser Rafi Esg U S Transaction History

Financial Insights, Inc.

$255 Million
Q4 2024

A detailed history of Financial Insights, Inc. transactions in Pimco Equity Ser Rafi Esg U S stock. As of the latest transaction made, Financial Insights, Inc. holds 14,694 shares of RAFE stock, worth $547,939. This represents 0.21% of its overall portfolio holdings.

Number of Shares

14,694

Previous 7,643 92.25%

Holding current value

$547,939

Previous $284,000 88.03%

% of portfolio

0.21%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 05, 2025	BUY	$36.21 - $38.2 $255,316 - $269,348	7,051 Added 92.25%	14,694 $534,000
Q2 2024 Jul 16, 2024	SELL	$33.21 - $35.48 $27,962 - $29,874	-842 Reduced 9.92%	7,643 $269,000
Q1 2024 Apr 25, 2024	SELL	$32.16 - $35.57 $2,411 - $2,667	-75 Reduced 0.88%	8,485 $301,000
Q4 2023 Jan 24, 2024	SELL	$27.87 - $32.76 $37,568 - $44,160	-1,348 Reduced 13.61%	8,560 $278,000
Q3 2023 Dec 06, 2023	BUY	$28.92 - $31.2 $55,352 - $59,716	1,914 Added 19.34%	11,810 $343,000
Q2 2023 Jan 24, 2024	SELL	$28.25 - $30.41 $53,731 - $57,839	-1,902 Reduced 16.1%	9,908 $301,000
Q4 2022 Feb 09, 2023	SELL	$25.25 - $29.66 $60,170 - $70,679	-2,383 Reduced 19.41%	9,896 $276,000
Q2 2022 Aug 03, 2022	BUY	$26.6 - $31.63 $326,621 - $388,384	12,279 New	12,279 $338,000

Others Institutions Holding RAFE

# of Institutions

Shares Held

1.27M

Call Options Held

Put Options Held

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About PIMCO EQUITY SER RAFI ESG U S

Ticker RAFE
Sector ETFs
Industry ETFs

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Financial Insights, Inc. Pimco Equity Ser Rafi Esg U S Transaction History