Patriot Financial Group Insurance Agency’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $506K | Buy |
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|
2025
Q2 | $455K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $61K | Sell |
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|
2022
Q1 | $83K | Sell |
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|
2021
Q4 | $135K | Sell |
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|
2021
Q3 | $132K | Buy |
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|
2021
Q2 | $115K | Sell |
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|
2021
Q1 | $103K | Buy |
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|
2020
Q4 | $97K | Hold |
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|
2020
Q3 | $83K | Hold |
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|
2020
Q2 | $79K | Sell |
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|
2020
Q1 | $76K | Buy |
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|
2019
Q4 | $1K | Hold |
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|
2019
Q3 | $1K | Hold |
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|
2019
Q2 | $1K | Sell |
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|
2019
Q1 | $1K | Buy |
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|
2018
Q4 | – | Hold |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $9K | Hold |
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|
2017
Q2 | $8K | Hold |
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|
2017
Q1 | $8K | Hold |
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|
2016
Q4 | $9K | Buy |
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