Global Retirement Partners, LLC Donoghue Forlines Risk Managed Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Donoghue Forlines Risk Managed stock. As of the latest transaction made, Global Retirement Partners, LLC holds 2,151 shares of DFNV stock, worth $76,898. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,151

Previous 10,445 79.41%

Holding current value

$76,898

Previous $351,000 78.06%

% of portfolio

0.0%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$33.07 - $38.38 $274,282 - $318,323	-8,294 Reduced 79.41%	2,151 $77,000
Q3 2024 Oct 16, 2024	SELL	$29.3 - $33.61 $18,253 - $20,939	-623 Reduced 5.63%	10,445 $351,000
Q2 2024 Jul 23, 2024	BUY	$0.0 - $31.57 $0 - $5,430	172 Added 1.58%	11,068 $349,000
Q1 2024 Apr 23, 2024	SELL	$26.98 - $30.62 $15,486 - $17,575	-574 Reduced 5.0%	10,896 $332,000
Q4 2023 Jan 18, 2024	BUY	$23.6 - $28.12 $39,860 - $47,494	1,689 Added 17.27%	11,470 $318,000
Q3 2023 Oct 13, 2023	SELL	$24.54 - $26.7 $12,834 - $13,964	-523 Reduced 5.08%	9,781 $243,000
Q2 2023 Jul 20, 2023	SELL	$22.34 - $25.43 $90,052 - $102,508	-4,031 Reduced 28.12%	10,304 $260,000
Q1 2023 May 05, 2023	BUY	$21.92 - $23.55 $1,030 - $1,106	47 Added 0.33%	14,335 $336,000
Q4 2022 Feb 13, 2023	SELL	$21.56 - $23.2 $75,158 - $80,875	-3,486 Reduced 19.61%	14,288 $315,000
Q3 2022 Nov 03, 2022	BUY	$21.8 - $25.31 $10,049 - $11,667	461 Added 2.66%	17,774 $399,000
Q1 2022 Jul 14, 2022	BUY	$23.88 - $29.22 $118,325 - $144,785	4,955 Added 40.1%	17,313 $385,000
Q4 2021 Jan 21, 2022	BUY	$28.42 - $31.34 $2,529 - $2,789	89 Added 0.73%	12,358 $363,000
Q3 2021 Oct 22, 2021	SELL	$28.38 - $30.91 $22,647 - $24,666	-798 Reduced 6.11%	12,269 $356,000
Q2 2021 Jul 15, 2021	BUY	$25.87 - $29.08 $1,810 - $2,035	70 Added 0.54%	13,067 $378,000
Q1 2021 Apr 14, 2021	SELL	$24.93 - $28.43 $11,243 - $12,821	-451 Reduced 3.35%	12,997 $341,000
Q4 2020 Jan 13, 2021	BUY	$24.82 - $26.15 $333,779 - $351,665	13,448 New	13,448 $349,000

Others Institutions Holding DFNV

# of Institutions

Shares Held

1.58M

Call Options Held

Put Options Held

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About DONOGHUE FORLINES RISK MANAGED

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Global Retirement Partners, LLC Donoghue Forlines Risk Managed Transaction History