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Patriot Financial Group Insurance Agency’s Woori Financial WF Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio WF Stock Details WF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-165
Closed -$5K – 1938
2022
Q2 		$5K Hold
165
– – ﹤0.01% 1512
2022
Q1 		$6K Buy
165
+7
+4% +$253 ﹤0.01% 1568
2021
Q4 		$5K Buy
158
+13
+9% +$423 ﹤0.01% 1733
2021
Q3 		$4K Hold
145
– – ﹤0.01% 1801
2021
Q2 		$4K Hold
145
– – ﹤0.01% 1740
2021
Q1 		$4K Buy
145
+43
+42% +$1.13K ﹤0.01% 1652
2020
Q4 		$3K Hold
102
– – ﹤0.01% 1589
2020
Q3 		$2K Buy
+102
New +$2.23K ﹤0.01% 1486

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Patriot Financial Group Insurance Agency's WF Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Woori Financial (WF) in Q3 2022, closing a stake of 165 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in WF in Q3 2020 and held it in 8 quarters. The position peaked at $6K in Q1 2022. 67 funds tracked by Wall St. Rank hold WF as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Woori Financial position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 165 Woori Financial shares in Q3 2022, an estimated $5K.
  • Patriot Financial Group Insurance Agency first reported a position in Woori Financial in Q3 2020 and held it in 8 quarters.
  • Patriot Financial Group Insurance Agency's Woori Financial position peaked at $6K in Q1 2022.
  • 67 funds tracked by Wall St. Rank held Woori Financial as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.