Petrus Trust Company’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$296K Buy
2024
Q4
Sell
2024
Q3
$689K Buy
2024
Q2
$493K Buy
2024
Q1
$255K Hold
2023
Q4
$268K Sell
2023
Q3
$365K Sell
2023
Q2
$1.08M Buy
2023
Q1
$508K Sell
2022
Q4
$729K Buy
2022
Q3
$471K Buy
2021
Q4
Sell
2021
Q3
$201K Buy
2020
Q4
Sell
2020
Q3
$226K Buy