Patriot Financial Group Insurance Agency’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Buy |
4,719
+126
| +3% | +$13.2K | 0.06% | 314 |
|
|
2025
Q1 | $513K | Buy |
4,593
+243
| +6% | +$27.2K | 0.07% | 288 |
|
|
2024
Q4 | $460K | Sell |
4,350
-168
| -4% | -$17.8K | 0.06% | 294 |
|
|
2024
Q3 | $571K | Buy |
4,518
+345
| +8% | +$43.6K | 0.08% | 271 |
|
|
2024
Q2 | $469K | Sell |
4,173
-850
| -17% | -$95.5K | 0.07% | 281 |
|
|
2024
Q1 | $654K | Buy |
5,023
+77
| +2% | +$10K | 0.1% | 219 |
|
|
2023
Q4 | $659K | Sell |
4,946
-222
| -4% | -$29.6K | 0.12% | 204 |
|
|
2023
Q3 | $580K | Buy |
5,168
+972
| +23% | +$109K | 0.12% | 202 |
|
|
2023
Q2 | $514K | Buy |
4,196
+18
| +0.4% | +$2.21K | 0.1% | 239 |
|
|
2023
Q1 | $521K | Buy |
4,178
+254
| +6% | +$31.7K | 0.11% | 217 |
|
|
2022
Q4 | $442K | Buy |
3,924
+354
| +10% | +$39.9K | 0.06% | 230 |
|
|
2022
Q3 | $363K | Buy |
3,570
+86
| +2% | +$8.75K | 0.09% | 254 |
|
|
2022
Q2 | $410K | Buy |
3,484
+29
| +0.8% | +$3.41K | 0.08% | 237 |
|
|
2022
Q1 | $558K | Sell |
3,455
-293
| -8% | -$47.3K | 0.1% | 219 |
|
|
2021
Q4 | $631K | Sell |
3,748
-88
| -2% | -$14.8K | 0.1% | 200 |
|
|
2021
Q3 | $481K | Sell |
3,836
-142
| -4% | -$17.8K | 0.09% | 241 |
|
|
2021
Q2 | $475K | Sell |
3,978
-299
| -7% | -$35.7K | 0.09% | 239 |
|
|
2021
Q1 | $453K | Buy |
4,277
+1
| +0% | +$106 | 0.1% | 209 |
|
|
2020
Q4 | $426K | Sell |
4,276
-212
| -5% | -$21.1K | 0.11% | 203 |
|
|
2020
Q3 | $452K | Sell |
4,488
-294
| -6% | -$29.6K | 0.15% | 151 |
|
|
2020
Q2 | $446K | Sell |
4,782
-340
| -7% | -$31.7K | 0.17% | 132 |
|
|
2020
Q1 | $412K | Sell |
5,122
-482
| -9% | -$38.8K | 0.19% | 111 |
|
|
2019
Q4 | $500K | Buy |
5,604
+496
| +10% | +$44.3K | 0.19% | 112 |
|
|
2019
Q3 | $435K | Buy |
5,108
+287
| +6% | +$24.4K | 0.2% | 106 |
|
|
2019
Q2 | $393K | Buy |
4,821
+4,704
| +4,021% | +$383K | 0.17% | 105 |
|
|
2019
Q1 | $8K | Buy |
+117
| New | +$8K | ﹤0.01% | 754 |
|