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Petrus Trust Company’s MediaAlpha MAX Stock Holding History

Petrus Trust Company’s Portfolio MAX Stock Details MAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-17,171
Closed -$194K – 708
2024
Q4 		$194K Sell
17,171
-7,408
-30% -$83.6K 0.02% 550
2024
Q3 		$445K Buy
24,579
+8,775
+56% +$159K 0.04% 270
2024
Q2 		$208K Buy
+15,804
New +$208K 0.02% 536