Patriot Financial Group Insurance Agency’s Petrobras PBR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $153K | Buy |
12,216
+415
| +4% | +$5.19K | 0.02% | 507 |
|
2025
Q1 | $169K | Buy |
+11,801
| New | +$169K | 0.02% | 465 |
|
2024
Q1 | – | Sell |
-11,406
| Closed | -$182K | – | 495 |
|
2023
Q4 | $182K | Sell |
11,406
-875
| -7% | -$14K | 0.03% | 432 |
|
2023
Q3 | $184K | Buy |
+12,281
| New | +$184K | 0.04% | 423 |
|
2022
Q3 | – | Sell |
-909
| Closed | -$11K | – | 1485 |
|
2022
Q2 | $11K | Buy |
909
+101
| +13% | +$1.22K | ﹤0.01% | 1211 |
|
2022
Q1 | $12K | Buy |
808
+243
| +43% | +$3.61K | ﹤0.01% | 1292 |
|
2021
Q4 | $6K | Buy |
565
+290
| +105% | +$3.08K | ﹤0.01% | 1659 |
|
2021
Q3 | $3K | Sell |
275
-500
| -65% | -$5.46K | ﹤0.01% | 1860 |
|
2021
Q2 | $9K | Buy |
+775
| New | +$9K | ﹤0.01% | 1484 |
|
2020
Q4 | – | Sell |
-494
| Closed | -$4K | – | 1964 |
|
2020
Q3 | $4K | Hold |
494
| – | – | ﹤0.01% | 1302 |
|
2020
Q2 | $4K | Buy |
494
+14
| +3% | +$113 | ﹤0.01% | 1250 |
|
2020
Q1 | $3K | Buy |
+480
| New | +$3K | ﹤0.01% | 1233 |
|
2019
Q4 | – | Hold |
0
| – | – | – | 1418 |
|
2019
Q3 | – | Hold |
0
| – | – | – | 1430 |
|