A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 25,720 shares of FVD stock, worth $1.2 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
25,720
Previous 25,679 0.16%
Holding current value
$1.2 Million
Previous $1.05 Million 11.85%
% of portfolio
0.16%
Previous 0.16%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$40.45 - $45.49 $1,658 - $1,865
41 Added 0.16%
25,720 $1.17 Million
Q2 2024

Jul 26, 2024

BUY
$39.94 - $42.43 $26,959 - $28,640
675 Added 2.7%
25,679 $1.05 Million
Q1 2024

Apr 30, 2024

BUY
$39.94 - $42.23 $174,338 - $184,333
4,365 Added 21.15%
25,004 $1.06 Million
Q4 2023

Jan 19, 2024

BUY
$36.09 - $40.63 $510,493 - $574,711
14,145 Added 217.82%
20,639 $837,000
Q3 2023

Oct 19, 2023

BUY
$37.39 - $41.11 $242,810 - $266,968
6,494 New
6,494 $242,000
Q2 2022

Jul 29, 2022

BUY
$37.24 - $43.02 $74 - $86
2 Added 0.11%
1,868 $72,000
Q1 2022

May 11, 2022

SELL
$39.95 - $43.09 $24,769 - $26,715
-620 Reduced 24.94%
1,866 $79,000
Q4 2021

Jan 10, 2022

SELL
$39.46 - $43.04 $83,734 - $91,330
-2,122 Reduced 46.05%
2,486 $107,000
Q3 2021

Nov 24, 2021

BUY
$39.2 - $41.72 $313 - $333
8 Added 0.17%
4,608 $181,000
Q2 2021

Jul 30, 2021

BUY
$38.16 - $40.72 $343 - $366
9 Added 0.2%
4,600 $183,000
Q1 2021

Apr 29, 2021

BUY
$34.56 - $38.32 $276 - $306
8 Added 0.17%
4,591 $174,000
Q4 2020

Jan 15, 2021

BUY
$31.33 - $35.27 $63,286 - $71,245
2,020 Added 78.81%
4,583 $161,000
Q2 2020

Jul 10, 2020

SELL
$26.27 - $33.19 $58,030 - $73,316
-2,209 Reduced 46.29%
2,563 $78,000
Q1 2020

Apr 15, 2020

SELL
$23.88 - $36.88 $71,568 - $110,529
-2,997 Reduced 38.58%
4,772 $132,000
Q4 2019

Jan 22, 2020

SELL
$33.78 - $36.07 $35,604 - $38,017
-1,054 Reduced 11.95%
7,769 $280,000
Q3 2019

Oct 25, 2019

SELL
$32.88 - $35.03 $12,297 - $13,101
-374 Reduced 4.07%
8,823 $308,000
Q1 2019

Apr 29, 2019

BUY
$28.59 - $32.53 $12,922 - $14,703
452 Added 5.17%
9,197 $299,000
Q4 2018

Feb 04, 2019

SELL
$27.8 - $31.88 $14,344 - $16,450
-516 Reduced 5.57%
8,745 $254,000
Q3 2018

Oct 30, 2018

BUY
$30.25 - $32.16 $243,361 - $258,727
8,045 Added 661.6%
9,261 $293,000
Q2 2018

Aug 14, 2018

SELL
$29.35 - $30.57 $523,515 - $545,277
-17,837 Reduced 93.62%
1,216 $37,000
Q1 2018

May 14, 2018

BUY
$29.04 - $31.85 $8,421 - $9,236
290 Added 1.55%
19,053 $559,000
Q4 2017

Feb 14, 2018

BUY
$29.86 - $31.21 $40,639 - $42,476
1,361 Added 7.82%
18,763 $585,000
Q3 2017

Oct 26, 2017

BUY
$29.69 - $29.75 $5,403 - $5,414
182 Added 1.06%
17,402 $520,000
Q2 2017

Aug 08, 2017

BUY
N/A
17,220
17,220 $500,000

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


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