Patriot Financial Group Insurance Agency’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
1,354
+104
| +8% | +$109K | 0.16% | 153 |
|
|
2025
Q1 | $1.18M | Buy |
1,250
+62
| +5% | +$58.7K | 0.16% | 161 |
|
|
2024
Q4 | $1.22M | Buy |
1,188
+9
| +0.8% | +$9.23K | 0.16% | 141 |
|
|
2024
Q3 | $1.12M | Buy |
1,179
+29
| +3% | +$27.5K | 0.15% | 162 |
|
|
2024
Q2 | $905K | Buy |
1,150
+33
| +3% | +$26K | 0.13% | 175 |
|
|
2024
Q1 | $931K | Buy |
1,117
+30
| +3% | +$25K | 0.15% | 162 |
|
|
2023
Q4 | $883K | Buy |
1,087
+7
| +0.6% | +$5.69K | 0.17% | 146 |
|
|
2023
Q3 | $698K | Buy |
1,080
+99
| +10% | +$64K | 0.14% | 177 |
|
|
2023
Q2 | $678K | Sell |
981
-60
| -6% | -$41.5K | 0.13% | 188 |
|
|
2023
Q1 | $697K | Buy |
1,041
+118
| +13% | +$79K | 0.14% | 169 |
|
|
2022
Q4 | $654K | Buy |
923
+69
| +8% | +$48.9K | 0.09% | 159 |
|
|
2022
Q3 | $470K | Buy |
854
+274
| +47% | +$151K | 0.11% | 204 |
|
|
2022
Q2 | $353K | Buy |
580
+100
| +21% | +$60.9K | 0.07% | 269 |
|
|
2022
Q1 | $367K | Buy |
480
+32
| +7% | +$24.5K | 0.07% | 292 |
|
|
2021
Q4 | $410K | Sell |
448
-11
| -2% | -$10.1K | 0.07% | 279 |
|
|
2021
Q3 | $385K | Buy |
459
+80
| +21% | +$67.1K | 0.07% | 283 |
|
|
2021
Q2 | $332K | Buy |
379
+96
| +34% | +$84.1K | 0.06% | 314 |
|
|
2021
Q1 | $213K | Sell |
283
-10
| -3% | -$7.53K | 0.05% | 370 |
|
|
2020
Q4 | $211K | Sell |
293
-2
| -0.7% | -$1.44K | 0.05% | 340 |
|
|
2020
Q3 | $166K | Sell |
295
-1
| -0.3% | -$563 | 0.05% | 301 |
|
|
2020
Q2 | $161K | Buy |
296
+25
| +9% | +$13.6K | 0.06% | 268 |
|
|
2020
Q1 | $119K | Sell |
271
-6
| -2% | -$2.64K | 0.05% | 295 |
|
|
2019
Q4 | $139K | Buy |
277
+123
| +80% | +$61.7K | 0.05% | 279 |
|
|
2019
Q3 | $69K | Hold |
154
| – | – | 0.03% | 383 |
|
|
2019
Q2 | $72K | Sell |
154
-2
| -1% | -$935 | 0.03% | 375 |
|
|
2019
Q1 | $67K | Sell |
156
-36
| -19% | -$15.5K | 0.03% | 340 |
|
|
2018
Q4 | $75K | Buy |
192
+174
| +967% | +$68K | 0.05% | 259 |
|
|
2018
Q3 | $8K | Buy |
18
+2
| +13% | +$889 | ﹤0.01% | 659 |
|
|
2018
Q2 | $8K | Sell |
16
-17
| -52% | -$8.5K | 0.01% | 417 |
|
|
2018
Q1 | $17K | Buy |
33
+1
| +3% | +$515 | 0.01% | 500 |
|
|
2017
Q4 | $17K | Buy |
32
+16
| +100% | +$8.5K | 0.01% | 482 |
|
|
2017
Q3 | $7K | Sell |
16
-1
| -6% | -$438 | 0.01% | 625 |
|
|
2017
Q2 | $7K | Buy |
17
+5
| +42% | +$2.06K | 0.01% | 599 |
|
|
2017
Q1 | $5K | Hold |
12
| – | – | 0.01% | 609 |
|
|
2016
Q4 | $5K | Buy |
+12
| New | +$5K | 0.01% | 557 |
|