Patriot Financial Group Insurance Agency’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Buy |
+5,651
| New | +$337K | 0.04% | 383 |
|
|
2020
Q1 | – | Sell |
-3
| Closed | – | – | 1582 |
|
|
2019
Q4 | $0 | Sell |
3
-1
| -25% | – | ﹤0.01% | 1330 |
|
|
2019
Q3 | $0 | Sell |
4
-220
| -98% | – | ﹤0.01% | 1320 |
|
|
2019
Q2 | $16K | Sell |
224
-3,703
| -94% | -$265K | 0.01% | 699 |
|
|
2019
Q1 | $288K | Buy |
3,927
+50
| +1% | +$3.67K | 0.15% | 128 |
|
|
2018
Q4 | $266K | Buy |
+3,877
| New | +$266K | 0.18% | 100 |
|