Patriot Financial Group Insurance Agency’s Newmont NEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2M Sell
34,396
-635
-2% -$37K 0.23% 111
2025
Q1
$1.69M Sell
35,031
-2,387
-6% -$115K 0.23% 112
2024
Q4
$1.39M Sell
37,418
-6,747
-15% -$251K 0.19% 124
2024
Q3
$2.36M Buy
44,165
+5,534
+14% +$296K 0.32% 71
2024
Q2
$1.62M Buy
38,631
+6,892
+22% +$289K 0.24% 99
2024
Q1
$1.14M Buy
31,739
+25,633
+420% +$919K 0.18% 128
2023
Q4
$253K Buy
6,106
+149
+3% +$6.17K 0.05% 377
2023
Q3
$220K Buy
5,957
+115
+2% +$4.25K 0.05% 396
2023
Q2
$249K Buy
+5,842
New +$249K 0.05% 381
2022
Q3
Sell
-826
Closed -$49K 1387
2022
Q2
$49K Sell
826
-55
-6% -$3.26K 0.01% 740
2022
Q1
$70K Sell
881
-430
-33% -$34.2K 0.01% 686
2021
Q4
$81K Sell
1,311
-140
-10% -$8.65K 0.01% 711
2021
Q3
$79K Buy
1,451
+124
+9% +$6.75K 0.01% 721
2021
Q2
$84K Buy
1,327
+1
+0.1% +$63 0.02% 685
2021
Q1
$80K Sell
1,326
-342
-21% -$20.6K 0.02% 625
2020
Q4
$100K Buy
1,668
+13
+0.8% +$779 0.03% 498
2020
Q3
$105K Buy
1,655
+1,543
+1,378% +$97.9K 0.03% 377
2020
Q2
$7K Sell
112
-5
-4% -$313 ﹤0.01% 1091
2020
Q1
$5K Buy
117
+35
+43% +$1.5K ﹤0.01% 1081
2019
Q4
$4K Buy
82
+12
+17% +$585 ﹤0.01% 1014
2019
Q3
$3K Buy
70
+17
+32% +$729 ﹤0.01% 1032
2019
Q2
$2K Sell
53
-23
-30% -$868 ﹤0.01% 1134
2019
Q1
$3K Buy
+76
New +$3K ﹤0.01% 955
2018
Q3
Sell
-267
Closed -$10K 1003
2018
Q2
$10K Hold
267
0.01% 398
2018
Q1
$10K Hold
267
0.01% 597
2017
Q4
$10K Hold
267
0.01% 589
2017
Q3
$10K Hold
267
0.01% 550
2017
Q2
$9K Hold
267
0.01% 549
2017
Q1
$9K Buy
+267
New +$9K 0.01% 509