Patriot Financial Group Insurance Agency’s Commercial Metals CMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,476
| Closed | -$520K | – | 492 |
|
|
2024
Q4 | $520K | Buy |
10,476
+889
| +9% | +$44.1K | 0.07% | 275 |
|
|
2024
Q3 | $527K | Buy |
9,587
+1,691
| +21% | +$92.9K | 0.07% | 288 |
|
|
2024
Q2 | $434K | Buy |
7,896
+1,088
| +16% | +$59.8K | 0.06% | 292 |
|
|
2024
Q1 | $400K | Sell |
6,808
-15,909
| -70% | -$935K | 0.06% | 304 |
|
|
2023
Q4 | $1.14M | Sell |
22,717
-7,319
| -24% | -$366K | 0.21% | 116 |
|
|
2023
Q3 | $1.48M | Sell |
30,036
-187
| -0.6% | -$9.24K | 0.31% | 75 |
|
|
2023
Q2 | $1.59M | Sell |
30,223
-1,152
| -4% | -$60.7K | 0.3% | 74 |
|
|
2023
Q1 | $1.53M | Buy |
+31,375
| New | +$1.53M | 0.31% | 72 |
|
|
2022
Q3 | – | Sell |
-1,695
| Closed | -$56K | – | 676 |
|
|
2022
Q2 | $56K | Buy |
1,695
+284
| +20% | +$9.38K | 0.01% | 695 |
|
|
2022
Q1 | $59K | Buy |
1,411
+1,010
| +252% | +$42.2K | 0.01% | 731 |
|
|
2021
Q4 | $15K | Buy |
+401
| New | +$15K | ﹤0.01% | 1319 |
|