A detailed history of Stegent Equity Advisors, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Stegent Equity Advisors, Inc. holds 4,561 shares of FVD stock, worth $203,329. This represents 0.27% of its overall portfolio holdings.

Number of Shares
4,561
Holding current value
$203,329
% of portfolio
0.27%

Shares

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

Oct 18, 2024

BUY
$40.45 - $45.49 $184,492 - $207,479
4,561 New
4,561 $207,000
Q1 2024

Apr 30, 2024

SELL
$39.94 - $42.23 $255,416 - $270,060
-6,395 Reduced 13.53%
40,855 $1.73 Million
Q4 2023

Feb 05, 2024

SELL
$36.09 - $40.63 $120,576 - $135,744
-3,341 Reduced 6.6%
47,250 $1.92 Million
Q3 2023

Oct 24, 2023

SELL
$37.39 - $41.11 $11,516 - $12,661
-308 Reduced 0.61%
50,591 $1.89 Million
Q2 2023

Aug 04, 2023

BUY
$38.66 - $40.72 $33,595 - $35,385
869 Added 1.74%
50,899 $2.04 Million
Q1 2023

Apr 17, 2023

SELL
$38.43 - $41.37 $48,575 - $52,291
-1,264 Reduced 2.46%
50,030 $2.01 Million
Q4 2022

Feb 02, 2023

BUY
$35.61 - $41.46 $1.02 Million - $1.19 Million
28,719 Added 127.22%
51,294 $2.05 Million
Q3 2022

Oct 21, 2022

SELL
$35.79 - $42.23 $404,069 - $476,776
-11,290 Reduced 33.34%
22,575 $808,000
Q2 2022

Aug 10, 2022

SELL
$37.24 - $43.02 $2.89 Million - $3.34 Million
-77,684 Reduced 69.64%
33,865 $1.32 Million
Q1 2022

Apr 25, 2022

BUY
$39.95 - $43.09 $4.26 Million - $4.6 Million
106,736 Added 2217.66%
111,549 $4.72 Million
Q4 2021

Feb 08, 2022

BUY
$39.46 - $43.04 $189,920 - $207,151
4,813 New
4,813 $207,000

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
Track This Portfolio

Track Stegent Equity Advisors, Inc. Portfolio

Follow Stegent Equity Advisors, Inc. 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 Stegent Equity Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stegent Equity Advisors, Inc. with notifications on news.