PFGIA
CMA

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

Patriot Financial Group Insurance Agency’s Portfolio CMA Stock Details CMA Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
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