Patriot Financial Group Insurance Agency’s REE Automotive REE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.5K Sell
17,583
-20,500
-54% -$12.2K ﹤0.01% 528
2025
Q1
$101K Buy
38,083
+20,000
+111% +$53.2K 0.01% 474
2024
Q4
$160K Buy
+18,083
New +$160K 0.02% 452
2023
Q4
Sell
-1,467
Closed -$6.45K 490
2023
Q3
$6.45K Buy
1,467
+367
+33% +$1.61K ﹤0.01% 456
2023
Q2
$12.5K Buy
1,100
+600
+120% +$6.84K ﹤0.01% 463
2023
Q1
$4.88K Buy
+500
New +$4.88K ﹤0.01% 458
2022
Q3
Sell
-17
Closed -$1K 1594
2022
Q2
$1K Hold
17
﹤0.01% 1932
2022
Q1
$1K Sell
17
-50
-75% -$2.94K ﹤0.01% 1967
2021
Q4
$11K Buy
+67
New +$11K ﹤0.01% 1464