Taylor Financial Group, Inc. CAPITAL GROUP CORE BALANCED Transaction History

Taylor Financial Group, Inc.

111,605

Previous 104,370 6.93%

$3.87 Billion

Previous $3.49 Billion 11.03%

2.23%

Previous 2.18%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	N/A	7,235 Added 6.93%	111,605 $3.87 Billion
Q2 2025 Aug 01, 2025	BUY	N/A	10,385 Added 11.05%	104,370 $3.49 Billion
Q1 2025 May 12, 2025	BUY	N/A	8,238 Added 9.61%	93,985 $2.91 Billion
Q4 2024 Feb 10, 2025	BUY	N/A	5,711 Added 7.14%	85,747 $2.68 Billion
Q3 2024 Nov 12, 2024	BUY	N/A	8,412 Added 11.74%	80,036 $2.49 Billion

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 Sep 17, 2024	SELL	N/A	-8,670 Reduced 12.1%	62,954 $1.72 Billion
Q4 2023 Feb 16, 2024	BUY	N/A	62,954 New	62,954 $1.72 Billion

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