Number of Shares
14,044
Previous 14,432 2.69%
Holding current value
$1.09 Billion
Previous $1.6 Billion 31.79%
% of portfolio
1.14%
Previous 1.42%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025

SELL
N/A
-388 Reduced 2.69%
14,044 $1.09 Billion
Q4 2024

Feb 21, 2025

BUY
N/A
14,432 New
14,432 $1.6 Billion
Track This Portfolio

Track Putney Financial Group LLC Portfolio

Follow Putney Financial Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Putney Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Putney Financial Group LLC with notifications on news.