Mendota Financial Group, LLC Purchases and Sells in Q1 2025

Mendota Financial Group, LLC

$92.2 Billion
Q1 2025

Top Buys

Incresed Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PHYS	1K + 10.0%	$20.25 - $24.06 $20.3K - $24.1K	11K $265M
PSLV	1.61K + 10.06%	$9.86 - $11.68 $15.9K - $18.8K	17.6K $204M
FPE	1.51K + 20.72%	$17.53 - $17.87 $26.5K - $27K	8.81K $155M
GE	35 + 67.31%	$168.59 - $212.13 $5.9K - $7.42K	87 $17.4M
LOW	22 + 220.0%	$222.66 - $268.42 $4.9K - $5.91K	32 $7.46M
IBM	4 + 3.81%	$217.4 - $264.74 $870 - $1.06K	109 $27.1M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMERICAN CENTY ETF TR	26.2K New	N/A	26.2K $1.62B
AVLV	17.9K New	$63.51 - $70.42 $1.14M - $1.26M	17.9K $1.17B
STIP	7.69K New	$100.59 - $103.47 $774K - $796K	7.69K $796M
PHYL	1.52K New	$34.67 - $35.44 $52.6K - $53.8K	1.52K $52.8M
FDVV	960 New	$48.86 - $52.28 $46.9K - $50.2K	960 $47.6M
KO	76 New	$60.81 - $72.32 $4.62K - $5.5K	76 $5.44M

Top Sells

Reduced Positions

62 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RSP	-40.3K - 37.0%	$169.43 - $182.84 $6.83M - $7.37M	68.6K $11.9B
BRK-B	-14.6K - 65.08%	$442.66 - $534.52 $6.44M - $7.78M	7.81K $4.16B
DFAS	-52.5K - 27.56%	$58.81 - $68.2 $3.09M - $3.58M	138K $8.24B
PAR	-44.7K - 94.17%	$58.73 - $76.0 $2.63M - $3.4M	2.77K $170M
IGSB	-63.9K - 38.79%	$51.52 - $52.37 $3.29M - $3.35M	101K $5.28B
L	-38.2K - 72.93%	$81.13 - $91.91 $3.1M - $3.51M	14.2K $1.3B

Activity Summary All Purchases 18 New Holdings 9 Increased Positions 9 All Sells 62 Reductions 62 Sold out 0 Calls 0 Puts 0

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