Patriot Financial Group Insurance Agency’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$218K Buy
+429
New +$218K 0.03% 474
2024
Q4
Sell
-901
Closed -$253K 478
2024
Q3
$253K Sell
901
-6,426
-88% -$1.8M 0.03% 424
2024
Q2
$2.81M Sell
7,327
-968
-12% -$371K 0.41% 52
2024
Q1
$2.66M Sell
8,295
-719
-8% -$231K 0.42% 50
2023
Q4
$2.3M Buy
9,014
+736
+9% +$188K 0.43% 48
2023
Q3
$1.39M Buy
+8,278
New +$1.39M 0.29% 82
2022
Q3
Sell
-219
Closed -$37K 718
2022
Q2
$37K Sell
219
-2
-0.9% -$338 0.01% 821
2022
Q1
$50K Sell
221
-38
-15% -$8.6K 0.01% 773
2021
Q4
$53K Buy
259
+44
+20% +$9K 0.01% 835
2021
Q3
$53K Hold
215
0.01% 847
2021
Q2
$54K Buy
215
+3
+1% +$753 0.01% 815
2021
Q1
$39K Sell
212
-121
-36% -$22.3K 0.01% 847
2020
Q4
$71K Hold
333
0.02% 581
2020
Q3
$46K Sell
333
-23
-6% -$3.18K 0.02% 552
2020
Q2
$36K Buy
356
+160
+82% +$16.2K 0.01% 585
2020
Q1
$11K Buy
+196
New +$11K 0.01% 818