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 |
|