Patriot Financial Group Insurance Agency, LLC Spdr Index Shs Fd Spdr S&P Int Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	$28.6 - $35.75 $772 - $965	27 Added 1.38%	1,978 $57,000
Q1 2022 May 11, 2022	SELL	$33.01 - $37.92 $15,646 - $17,974	-474 Reduced 19.55%	1,951 $69,000
Q4 2021 Jan 10, 2022	SELL	$36.31 - $39.79 $77,449 - $84,872	-2,133 Reduced 46.8%	2,425 $92,000
Q3 2021 Nov 24, 2021	BUY	$37.38 - $40.51 $3,625 - $3,929	97 Added 2.17%	4,558 $175,000
Q2 2021 Jul 30, 2021	BUY	$37.72 - $39.98 $37,720 - $39,980	1,000 Added 28.89%	4,461 $172,000
Q1 2021 Apr 29, 2021	BUY	$35.2 - $38.15 $27,068 - $29,337	769 Added 28.57%	3,461 $129,000
Q4 2020 Jan 15, 2021	BUY	$29.48 - $35.54 $52,651 - $63,474	1,786 Added 197.13%	2,692 $95,000
Q3 2020 Oct 21, 2020	SELL	$27.42 - $30.98 $54 - $61	-2 Reduced 0.22%	906 $28,000
Q2 2020 Jul 10, 2020	SELL	$21.47 - $29.14 $2,232 - $3,030	-104 Reduced 10.28%	908 $25,000
Q1 2020 Apr 15, 2020	SELL	$19.49 - $32.08 $1,793 - $2,951	-92 Reduced 8.33%	1,012 $23,000
Q4 2019 Jan 22, 2020	SELL	$28.88 - $32.23 $519 - $580	-18 Reduced 1.6%	1,104 $35,000
Q3 2019 Oct 25, 2019	BUY	$29.18 - $29.78 $23,023 - $23,496	789 Added 236.94%	1,122 $33,000
Q2 2019 Aug 07, 2019	SELL	N/A	-28 Reduced 7.76%	333 $10,000
Q1 2019 Apr 29, 2019	BUY	N/A	47 Added 14.97%	361 $11,000
Q4 2018 Feb 04, 2019	BUY	N/A	54 Added 20.77%	314 $9,000
Q3 2018 Oct 30, 2018	BUY	N/A	260 New	260 $9,000

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# of Institutions

228

Shares Held

14.5M

Call Options Held

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