Patriot Financial Group Insurance Agency’s Comerica CMA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$386K	Sell
2025 Q2	$337K	Buy
2020 Q1	–	Sell
2019 Q4	$0	Sell
2019 Q3	$0	Sell
2019 Q2	$16K	Sell
2019 Q1	$288K	Buy
2018 Q4	$266K	Buy