Patriot Financial Group Insurance Agency’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $675K | Buy |
21,211
+4,982
| +31% | +$158K | 0.08% | 267 |
|
|
2025
Q1 | $482K | Sell |
16,229
-4,113
| -20% | -$122K | 0.06% | 302 |
|
|
2024
Q4 | $620K | Sell |
20,342
-46,873
| -70% | -$1.43M | 0.08% | 250 |
|
|
2024
Q3 | $2.01M | Buy |
67,215
+15,585
| +30% | +$466K | 0.27% | 88 |
|
|
2024
Q2 | $1.49M | Buy |
51,630
+5,899
| +13% | +$171K | 0.22% | 105 |
|
|
2024
Q1 | $1.28M | Sell |
45,731
-2,108
| -4% | -$58.9K | 0.2% | 116 |
|
|
2023
Q4 | $1.27M | Buy |
47,839
+1,266
| +3% | +$33.6K | 0.24% | 101 |
|
|
2023
Q3 | $1.14M | Buy |
46,573
+9,797
| +27% | +$240K | 0.24% | 110 |
|
|
2023
Q2 | $921K | Sell |
36,776
-2,866
| -7% | -$71.8K | 0.17% | 142 |
|
|
2023
Q1 | $930K | Sell |
39,642
-37,262
| -48% | -$875K | 0.19% | 127 |
|
|
2022
Q4 | $1.71M | Sell |
76,904
-4,571
| -6% | -$102K | 0.23% | 52 |
|
|
2022
Q3 | $1.7M | Buy |
81,475
+72,388
| +797% | +$1.51M | 0.41% | 50 |
|
|
2022
Q2 | $195K | Sell |
9,087
-2,946
| -24% | -$63.2K | 0.04% | 386 |
|
|
2022
Q1 | $286K | Sell |
12,033
-345
| -3% | -$8.2K | 0.05% | 334 |
|
|
2021
Q4 | $297K | Sell |
12,378
-345
| -3% | -$8.28K | 0.05% | 354 |
|
|
2021
Q3 | $292K | Sell |
12,723
-295,780
| -96% | -$6.79M | 0.05% | 346 |
|
|
2021
Q2 | $7.08M | Sell |
308,503
-100,195
| -25% | -$2.3M | 1.29% | 7 |
|
|
2021
Q1 | $9.03M | Buy |
+408,698
| New | +$9.03M | 2.07% | 5 |
|