Patriot Financial Group Insurance Agency’s JD.com JD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $715K | Buy |
21,893
+8,771
| +67% | +$286K | 0.08% | 260 |
|
2025
Q1 | $540K | Buy |
13,122
+1,689
| +15% | +$69.5K | 0.07% | 281 |
|
2024
Q4 | $396K | Sell |
11,433
-129
| -1% | -$4.47K | 0.05% | 321 |
|
2024
Q3 | $462K | Sell |
11,562
-1,985
| -15% | -$79.4K | 0.06% | 308 |
|
2024
Q2 | $350K | Sell |
13,547
-694
| -5% | -$17.9K | 0.05% | 332 |
|
2024
Q1 | $390K | Buy |
14,241
+5,012
| +54% | +$137K | 0.06% | 310 |
|
2023
Q4 | $267K | Buy |
+9,229
| New | +$267K | 0.05% | 362 |
|
2022
Q3 | – | Sell |
-339
| Closed | -$22K | – | 1194 |
|
2022
Q2 | $22K | Hold |
339
| – | – | ﹤0.01% | 970 |
|
2022
Q1 | $20K | Buy |
339
+2
| +0.6% | +$118 | ﹤0.01% | 1089 |
|
2021
Q4 | $24K | Sell |
337
-10
| -3% | -$712 | ﹤0.01% | 1141 |
|
2021
Q3 | $25K | Sell |
347
-50
| -13% | -$3.6K | ﹤0.01% | 1111 |
|
2021
Q2 | $32K | Sell |
397
-66
| -14% | -$5.32K | 0.01% | 997 |
|
2021
Q1 | $39K | Sell |
463
-834
| -64% | -$70.3K | 0.01% | 853 |
|
2020
Q4 | $114K | Buy |
1,297
+328
| +34% | +$28.8K | 0.03% | 464 |
|
2020
Q3 | $75K | Buy |
969
+580
| +149% | +$44.9K | 0.02% | 459 |
|
2020
Q2 | $23K | Sell |
389
-7
| -2% | -$414 | 0.01% | 711 |
|
2020
Q1 | $16K | Buy |
+396
| New | +$16K | 0.01% | 716 |
|