Roble, Belko & Company, Inc Purchases in Q4 2024

Roble, Belko & Company, Inc

  • $629 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PANW
Palo Alto Networks Inc

Technology
1
+ 100.0%
$181.96 - $405.9 $182 - $406
2 $0
MAIN
Main Street Capital Corp

Financial Services
1
+ 5.26%
$49.95 - $58.58 $50 - $58.6
20 $1K
LXP
Lxp Industrial Trust

Real Estate
1
+ 2.04%
$8.12 - $9.89 $8.12 - $9.89
50 $0
LTC
Ltc Properties Inc

Real Estate
1
+ 1.32%
$34.42 - $39.44 $34.4 - $39.4
77 $3K
IDVO
Amplify ETF Tr Intl Enhanced D
1
+ 3.03%
N/A
34 $1K
GOOD
Gladstone Commercial Corp

Real Estate
1
+ 1.54%
$15.57 - $17.66 $15.6 - $17.7
66 $1K
EPR
Epr Properties

Real Estate
1
+ 3.7%
$43.17 - $49.39 $43.2 - $49.4
28 $1K
ADC
Agree Realty Corp

Real Estate
1
+ 2.17%
$69.44 - $77.65 $69.4 - $77.7
47 $3K
GAIN
Gladstone Investment Corporation\De

Financial Services
2
+ 2.27%
$12.92 - $14.81 $25.8 - $29.6
90 $1K
PNNT
Pennantpark Investment Corp

Financial Services
3
+ 3.53%
$6.64 - $7.08 $19.9 - $21.2
88 $1K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
1
New
$22.72 - $28.29 $22.7 - $28.3
1 $0
KD
Kyndryl Holdings, Inc.

Technology
5
New
$22.43 - $35.79 $112 - $179
5 $0
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
31
+ 53.45%
$11.91 - $14.14 $369 - $438
89 $1K
Ge Healthcare Technologies I
9
+ 23.68%
N/A
47 $4K
FREL
Fidelity Covington Tr Msci Rea

ETFs
1
+ 4.0%
$26.61 - $29.85 $26.6 - $29.9
26 $1K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4
+ 0.41%
$61.68 - $67.87 $247 - $271
971 $60K
Fuelcell Energy Inc
33
New
N/A
33 $0
SCHA
Schwab Strategic Tr Us Small C

ETFs
10
+ 111.11%
$25.33 - $51.16 $253 - $512
19 $0
SONY
Sony Group Corp

Technology
4
+ 400.0%
$17.53 - $96.8 $70.1 - $387
5 $0
Grayscale Ethereum Mini Tr E
13
New
N/A
13 $0
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
10
New
$46.46 - $51.66 $465 - $517
10 $0
MDV
Modiv Inc.

Real Estate
2
+ 2.02%
$14.78 - $17.76 $29.6 - $35.5
101 $1K
UL
Unilever PLC

Consumer Defensive
50
+ 10.42%
$56.7 - $64.64 $2.84K - $3.23K
530 $30K
O
Realty Income Corp

Real Estate
5
+ 2.72%
$51.76 - $64.71 $259 - $324
189 $10K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.05K
+ 203.72%
$26.93 - $84.95 $109K - $344K
6.04K $165K
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.17K
+ 100.0%
$25.74 - $53.78 $55.8K - $117K
4.33K $112K
SHV
Ishares Tr

ETFs
1
+ 0.01%
$109.92 - $110.57 $110 - $111
7.09K $780K
IBM
International Business Machines Corp

Technology
25
+ 0.25%
$204.9 - $238.04 $5.12K - $5.95K
9.96K $2.19M
STLD
Steel Dynamics Inc

Basic Materials
3
+ 0.42%
N/A
719 $82K
DOW
Dow Inc.

Basic Materials
166
+ 13.3%
$39.1 - $55.34 $6.49K - $9.19K
1.41K $57K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.36K
+ 1.72%
$48.33 - $49.08 $162K - $165K
199K $9.61M
NUE
Nucor Corp

Basic Materials
2
+ 0.4%
$115.78 - $167.74 $232 - $335
503 $59K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
11
+ 0.57%
$114.08 - $125.68 $1.25K - $1.38K
1.95K $223K
JNJ
Johnson & Johnson

Healthcare
225
+ 6.95%
$143.34 - $165.86 $32.3K - $37.3K
3.46K $501K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
24
+ 0.18%
$26.63 - $30.23 $639 - $726
13.2K $351K
UPS
United Parcel Service Inc

Industrials
1
+ 0.03%
$122.65 - $138.35 $123 - $138
3.51K $443K
IVE
Ishares S&P 500 Value ETF

ETFs
57
+ 0.51%
$189.5 - $206.17 $10.8K - $11.8K
11.2K $2.15M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
454
+ 0.23%
$126.68 - $134.74 $57.5K - $61.2K
198K $25.3M
USRT
Ishares Core U.S. Reit ETF

ETFs
16
+ 0.06%
$55.97 - $62.75 $896 - $1K
28.3K $1.62M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
155K
+ 98.9%
$18.41 - $40.87 $2.86M - $6.35M
312K $5.78M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.78K
+ 0.79%
$34.13 - $37.35 $60.9K - $66.6K
229K $7.8M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
11.5K
+ 3.72%
$67.29 - $73.38 $773K - $843K
320K $21.7M
VEA
Vanguard Ftse Developed Market

ETFs
652
+ 0.1%
$47.57 - $52.44 $31K - $34.2K
645K $30.9M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
15.8K
+ 2.06%
$58.88 - $64.8 $933K - $1.03M
784K $46.2M
Activity Summary
Buys All Purchases 145 New Holdings 36 Increased Positions 109 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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