Thoroughbred Financial Services, LLC CAPITAL GROUP CORE BALANCED Transaction History

Thoroughbred Financial Services, LLC

  • $1.43 Billion
  • Q2 2025
Number of Shares
112,179
Previous 88,250 27.12%
Holding current value
$3.75 Million
Previous $2.73 Million 37.25%
% of portfolio
0.26%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
N/A
23,929 Added 27.12%
112,179 $3.75 Million
Q1 2025

May 09, 2025
BUY
N/A
35,231 Added 66.45%
88,250 $2.73 Million
Q4 2024

Feb 12, 2025
BUY
N/A
53,019 New
53,019 $1.66 Million
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