Allegheny Financial Group’s Patria Investments PAX Stock Holding History

Allegheny Financial Group’s Portfolio PAX Stock Details PAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$176K	Sell
2025 Q1	$143K	Sell
2024 Q4	$153K	Sell
2024 Q3	$260K	Buy
2024 Q2	$274K	Buy
2024 Q1	$235K	Buy
2023 Q4	$244K	Hold
2023 Q3	$229K	Buy