Patriot Financial Group Insurance Agency’s Capital Group Dividend Value ETF CGDV Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio CGDV Stock Details CGDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.59M	Sell
2025 Q2	$2.56M	Buy
2025 Q1	$2.07M	Buy
2024 Q4	$1.69M	Buy
2024 Q3	$712K	Buy
2024 Q2	$369K	Buy
2024 Q1	$280K	Buy
2023 Q4	$230K	Buy