Patriot Financial Group Insurance Agency’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.73M | Buy |
152,183
+2,808
| +2% | +$180K | 1.12% | 13 |
|
|
2025
Q1 | $9.23M | Sell |
149,375
-9,714
| -6% | -$600K | 1.24% | 11 |
|
|
2024
Q4 | $9.76M | Buy |
159,089
+2,210
| +1% | +$136K | 1.31% | 10 |
|
|
2024
Q3 | $9.83M | Buy |
156,879
+24,334
| +18% | +$1.53M | 1.32% | 8 |
|
|
2024
Q2 | $7.64M | Buy |
132,545
+8,487
| +7% | +$489K | 1.12% | 13 |
|
|
2024
Q1 | $7.2M | Sell |
124,058
-46,092
| -27% | -$2.68M | 1.15% | 14 |
|
|
2023
Q4 | $9.16M | Buy |
170,150
+3,824
| +2% | +$206K | 1.73% | 7 |
|
|
2023
Q3 | $8.24M | Buy |
166,326
+3,137
| +2% | +$155K | 1.7% | 6 |
|
|
2023
Q2 | $8.41M | Buy |
163,189
+9,278
| +6% | +$478K | 1.59% | 9 |
|
|
2023
Q1 | $7.69M | Sell |
153,911
-168
| -0.1% | -$8.4K | 1.56% | 9 |
|
|
2022
Q4 | $7.7M | Sell |
154,079
-1,080
| -0.7% | -$54K | 1.04% | 10 |
|
|
2022
Q3 | $6.9M | Buy |
155,159
+4,208
| +3% | +$187K | 1.68% | 9 |
|
|
2022
Q2 | $7.19M | Buy |
150,951
+6,912
| +5% | +$329K | 1.46% | 9 |
|
|
2022
Q1 | $7.69M | Buy |
144,039
+8,678
| +6% | +$463K | 1.37% | 7 |
|
|
2021
Q4 | $7.52M | Buy |
135,361
+15,084
| +13% | +$838K | 1.25% | 10 |
|
|
2021
Q3 | $6.04M | Buy |
120,277
+15,652
| +15% | +$786K | 1.07% | 13 |
|
|
2021
Q2 | $5.27M | Buy |
104,625
+103,519
| +9,360% | +$5.21M | 0.96% | 16 |
|
|
2021
Q1 | $53K | Buy |
1,106
+3
| +0.3% | +$144 | 0.01% | 748 |
|
|
2020
Q4 | $49K | Buy |
1,103
+158
| +17% | +$7.02K | 0.01% | 690 |
|
|
2020
Q3 | $38K | Buy |
945
+263
| +39% | +$10.6K | 0.01% | 602 |
|
|
2020
Q2 | $26K | Buy |
682
+4
| +0.6% | +$152 | 0.01% | 672 |
|
|
2020
Q1 | $22K | Buy |
678
+134
| +25% | +$4.35K | 0.01% | 632 |
|
|
2019
Q4 | $23K | Buy |
544
+3
| +0.6% | +$127 | 0.01% | 643 |
|
|
2019
Q3 | $21K | Sell |
541
-232
| -30% | -$9.01K | 0.01% | 631 |
|
|
2019
Q2 | $30K | Buy |
773
+3
| +0.4% | +$116 | 0.01% | 537 |
|
|
2019
Q1 | $28K | Buy |
770
+4
| +0.5% | +$145 | 0.01% | 485 |
|
|
2018
Q4 | $25K | Buy |
766
+6
| +0.8% | +$196 | 0.02% | 431 |
|
|
2018
Q3 | $28K | Buy |
760
+525
| +223% | +$19.3K | 0.02% | 409 |
|
|
2018
Q2 | $8K | Sell |
235
-2,750
| -92% | -$93.6K | 0.01% | 419 |
|
|
2018
Q1 | $99K | Buy |
2,985
+1,450
| +94% | +$48.1K | 0.07% | 213 |
|
|
2017
Q4 | $54K | Sell |
1,535
-200
| -12% | -$7.04K | 0.04% | 282 |
|
|
2017
Q3 | $57K | Sell |
1,735
-200
| -10% | -$6.57K | 0.05% | 234 |
|
|
2017
Q2 | $61K | Buy |
1,935
+485
| +33% | +$15.3K | 0.06% | 216 |
|
|
2017
Q1 | $44K | Buy |
1,450
+650
| +81% | +$19.7K | 0.05% | 238 |
|
|
2016
Q4 | $23K | Buy |
+800
| New | +$23K | 0.03% | 324 |
|