Patriot Financial Group Insurance Agency’s CRISPR Therapeutics CRSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.13M Buy
23,195
+450
+2% +$21.9K 0.13% 190
2025
Q1
$774K Buy
22,745
+87
+0.4% +$2.96K 0.1% 223
2024
Q4
$892K Sell
22,658
-6,928
-23% -$273K 0.12% 200
2024
Q3
$1.39M Buy
29,586
+2,165
+8% +$102K 0.19% 130
2024
Q2
$1.48M Buy
27,421
+80
+0.3% +$4.32K 0.22% 106
2024
Q1
$1.86M Sell
27,341
-1,738
-6% -$118K 0.3% 75
2023
Q4
$1.82M Buy
29,079
+2,082
+8% +$130K 0.34% 61
2023
Q3
$1.23M Buy
26,997
+462
+2% +$21K 0.25% 98
2023
Q2
$1.49M Buy
26,535
+851
+3% +$47.8K 0.28% 81
2023
Q1
$1.16M Buy
25,684
+12,226
+91% +$553K 0.24% 102
2022
Q4
$547K Buy
13,458
+702
+6% +$28.5K 0.07% 193
2022
Q3
$834K Buy
12,756
+8,350
+190% +$546K 0.2% 126
2022
Q2
$268K Buy
4,406
+2,157
+96% +$131K 0.05% 324
2022
Q1
$141K Buy
2,249
+1,011
+82% +$63.4K 0.03% 484
2021
Q4
$94K Buy
1,238
+178
+17% +$13.5K 0.02% 669
2021
Q3
$119K Hold
1,060
0.02% 591
2021
Q2
$172K Sell
1,060
-30
-3% -$4.87K 0.03% 464
2021
Q1
$133K Buy
1,090
+231
+27% +$28.2K 0.03% 483
2020
Q4
$132K Sell
859
-380
-31% -$58.4K 0.03% 426
2020
Q3
$104K Sell
1,239
-15,253
-92% -$1.28M 0.03% 380
2020
Q2
$1.21M Sell
16,492
-3,613
-18% -$266K 0.46% 43
2020
Q1
$853K Buy
20,105
+945
+5% +$40.1K 0.39% 51
2019
Q4
$1.17M Sell
19,160
-1,620
-8% -$98.7K 0.44% 41
2019
Q3
$852K Sell
20,780
-3,864
-16% -$158K 0.38% 50
2019
Q2
$1.16M Buy
24,644
+1,558
+7% +$73.1K 0.5% 35
2019
Q1
$825K Sell
23,086
-4,986
-18% -$178K 0.42% 40
2018
Q4
$802K Buy
28,072
+27,247
+3,303% +$778K 0.53% 32
2018
Q3
$37K Buy
+825
New +$37K 0.02% 356
2018
Q2
Sell
-34,107
Closed -$1.48M 653
2018
Q1
$1.48M Buy
34,107
+29,217
+597% +$1.26M 1.09% 15
2017
Q4
$127K Buy
+4,890
New +$127K 0.1% 175