Pensionmark Financial Group, LLC CAPITAL GROUP DIVIDEND GROWE Transaction History

Pensionmark Financial Group, LLC

  • $4.23 Billion
  • Q2 2025
Number of Shares
37,768
Previous 36,655 3.04%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
N/A
1,113 Added 3.04%
37,768 $0
Q1 2025

Apr 29, 2025
BUY
N/A
11,545 Added 45.98%
36,655 $0
Q4 2024

Feb 12, 2025
SELL
N/A
-808 Reduced 3.12%
25,110 $0
Q3 2024

Nov 25, 2024
SELL
N/A
-14,563 Reduced 35.97%
25,918 $0
Q3 2024

Nov 14, 2024
BUY
N/A
15,053 Added 59.2%
40,481 $0
Q2 2024

Aug 14, 2024
BUY
N/A
4,203 Added 19.8%
25,428 $0
Q1 2024

May 15, 2024
BUY
N/A
9,372 Added 79.07%
21,225 $0
Q4 2023

Feb 14, 2024
BUY
N/A
11,853 New
11,853 $0
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