Patriot Financial Group Insurance Agency’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
3,271
-134
| -4% | -$47.8K | 0.13% | 185 |
|
|
2025
Q1 | $926K | Sell |
3,405
-118
| -3% | -$32.1K | 0.12% | 198 |
|
|
2024
Q4 | $1.17M | Buy |
3,523
+2,098
| +147% | +$696K | 0.16% | 154 |
|
|
2024
Q3 | $472K | Buy |
1,425
+21
| +1% | +$6.96K | 0.06% | 302 |
|
|
2024
Q2 | $440K | Sell |
1,404
-25
| -2% | -$7.84K | 0.06% | 289 |
|
|
2024
Q1 | $447K | Sell |
1,429
-29
| -2% | -$9.07K | 0.07% | 287 |
|
|
2023
Q4 | $351K | Buy |
1,458
+174
| +14% | +$41.9K | 0.07% | 303 |
|
|
2023
Q3 | $274K | Sell |
1,284
-40
| -3% | -$8.53K | 0.06% | 349 |
|
|
2023
Q2 | $266K | Sell |
1,324
-114
| -8% | -$22.9K | 0.05% | 367 |
|
|
2023
Q1 | $246K | Buy |
+1,438
| New | +$246K | 0.05% | 376 |
|
|
2022
Q3 | – | Sell |
-980
| Closed | -$123K | – | 873 |
|
|
2022
Q2 | $123K | Sell |
980
-111
| -10% | -$13.9K | 0.03% | 494 |
|
|
2022
Q1 | $166K | Buy |
1,091
+537
| +97% | +$81.7K | 0.03% | 449 |
|
|
2021
Q4 | $96K | Sell |
554
-12
| -2% | -$2.08K | 0.02% | 665 |
|
|
2021
Q3 | $85K | Buy |
566
+89
| +19% | +$13.4K | 0.02% | 706 |
|
|
2021
Q2 | $71K | Sell |
477
-286
| -37% | -$42.6K | 0.01% | 726 |
|
|
2021
Q1 | $106K | Buy |
763
+16
| +2% | +$2.22K | 0.02% | 537 |
|
|
2020
Q4 | $90K | Buy |
747
+76
| +11% | +$9.16K | 0.02% | 532 |
|
|
2020
Q3 | $68K | Sell |
671
-30
| -4% | -$3.04K | 0.02% | 473 |
|
|
2020
Q2 | $61K | Buy |
701
+53
| +8% | +$4.61K | 0.02% | 467 |
|
|
2020
Q1 | $50K | Buy |
648
+331
| +104% | +$25.5K | 0.02% | 457 |
|
|
2019
Q4 | $30K | Sell |
317
-22
| -6% | -$2.08K | 0.01% | 590 |
|
|
2019
Q3 | $28K | Buy |
339
+51
| +18% | +$4.21K | 0.01% | 556 |
|
|
2019
Q2 | $24K | Buy |
288
+251
| +678% | +$20.9K | 0.01% | 586 |
|
|
2019
Q1 | $3K | Buy |
+37
| New | +$3K | ﹤0.01% | 939 |
|
|
2018
Q4 | – | Sell |
-54
| Closed | -$5K | – | 1074 |
|
|
2018
Q3 | $5K | Buy |
+54
| New | +$5K | ﹤0.01% | 727 |
|