Number of Shares
71,624
Previous 65,398 9.52%
Holding current value
$2.13 Billion
Previous $1.9 Billion 11.85%
% of portfolio
1.64%
Previous 1.45%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
N/A
6,226 Added 9.52%
71,624 $2.13 Billion
Q1 2024

May 14, 2024

BUY
N/A
2,444 Added 3.88%
65,398 $1.9 Billion
Q4 2023

Feb 16, 2024

BUY
N/A
62,954 New
62,954 $1.72 Billion
Track This Portfolio

Track Taylor Financial Group, Inc. Portfolio

Follow Taylor Financial Group, 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 Taylor Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Taylor Financial Group, Inc. with notifications on news.