Patriot Financial Group Insurance Agency, LLC Closed Holding Positions

Patriot Financial Group Insurance Agency, LLC

  • $685 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Parsley Energy Inc Cl A
Q1 2021 Filed on Apr 29, 2021
697
N/A
Wpx Energy Inc Com
Q1 2021 Filed on Apr 29, 2021
136
N/A
XEL
Xcel Energy Inc

Utilities
Q1 2021 Filed on Apr 29, 2021
305
$58.03 - $67.0 $17.7K - $20.4K
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
0
$26.4 - $27.88 $0 - $0
ERIC
Ericsson Lm Telephone CO

Technology
Q1 2021 Filed on Apr 29, 2021
880
$11.63 - $13.78 $10.2K - $12.1K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
Q1 2021 Filed on Apr 29, 2021
0
$11.13 - $14.89 $0 - $0
ESPR
Esperion Therapeutics, Inc.

Healthcare
Q1 2021 Filed on Apr 29, 2021
125
$25.12 - $36.89 $3.14K - $4.61K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
Q1 2021 Filed on Apr 29, 2021
29
$86.17 - $87.86 $2.5K - $2.55K
ASIX
Advan Six Inc.

Basic Materials
Q1 2021 Filed on Apr 29, 2021
6
$19.78 - $29.65 $119 - $178
AZO
Autozone Inc

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
5
$1118.37 - $1432.28 $5.59K - $7.16K
Azurrx Biopharma Inc Com
Q1 2021 Filed on Apr 29, 2021
6,250
N/A
CNK
Cinemark Holdings, Inc.

Communication Services
Q1 2021 Filed on Apr 29, 2021
450
$16.16 - $25.82 $7.27K - $11.6K
Flir Sys Inc Com
Q1 2021 Filed on Apr 29, 2021
13
N/A
HIFS
Hingham Instn For Svgs (Mass)

Financial Services
Q1 2021 Filed on Apr 29, 2021
1,959
$215.4 - $294.7 $422K - $577K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q1 2021 Filed on Apr 29, 2021
60
$51.2 - $51.67 $3.07K - $3.1K
KALA
Kala Pharmaceuticals, Inc.

Healthcare
Q1 2021 Filed on Apr 29, 2021
5,500
$6.24 - $9.58 $34.3K - $52.7K
SITC
Site Centers Corp.

Real Estate
Q1 2021 Filed on Apr 29, 2021
165
$9.72 - $14.24 $1.6K - $2.35K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
Q1 2021 Filed on Apr 29, 2021
50
$97.58 - $115.93 $4.88K - $5.8K
Hexo Corp Com New
Q1 2021 Filed on Apr 29, 2021
125
N/A
Jpmorgan Betabuilders Japan ETF
Q1 2021 Filed on Apr 29, 2021
11,416
N/A
INMD
In Mode Ltd.

Healthcare
Q1 2021 Filed on Apr 29, 2021
500
$23.17 - $38.3 $11.6K - $19.2K
SFIX
Stitch Fix, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
50
$46.48 - $106.41 $2.32K - $5.32K
Svmk Inc Com
Q1 2021 Filed on Apr 29, 2021
64
N/A
Agile Therapeutics Inc Com
Q1 2021 Filed on Apr 29, 2021
2,470
N/A
Bmc Stk Hldgs Inc Com
Q1 2021 Filed on Apr 29, 2021
350
N/A
IMBI
I Media Brands, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
20,382
N/A
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
Q1 2021 Filed on Apr 29, 2021
0
$10.46 - $12.63 $0 - $0
VAW
Vanguard Materials ETF

ETFs
Q1 2021 Filed on Apr 29, 2021
41
$153.25 - $174.4 $6.28K - $7.15K
Pacific Ethanol Inc Com
Q1 2021 Filed on Apr 29, 2021
1
N/A
Cnooc Limited Sponsored Adr
Q1 2021 Filed on Apr 29, 2021
16
N/A
China Telecom Corp LTD Spon Adr H Shs
Q1 2021 Filed on Apr 29, 2021
96
N/A
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
125
$24.0 - $31.37 $3K - $3.92K
China Unicom Hong Kong Sponsored Adr
Q1 2021 Filed on Apr 29, 2021
299
N/A
SMMV
Ishares Msci Usa Small Cap Min

ETFs
Q1 2021 Filed on Apr 29, 2021
404
$33.53 - $38.04 $13.5K - $15.4K
Proshares Ultrapro Short S&P500
Q1 2021 Filed on Apr 29, 2021
1,000
N/A
ARCT
Arcturus Therapeutics Holdings Inc.

Healthcare
Q1 2021 Filed on Apr 29, 2021
31
$38.75 - $86.92 $1.2K - $2.69K
SGOL
Abrdn Gold ETF Trust

ETFs
Q1 2021 Filed on Apr 29, 2021
980
$16.15 - $18.73 $15.8K - $18.4K
DRD
Drdgold LTD

Basic Materials
Q1 2021 Filed on Apr 29, 2021
45
$8.84 - $12.91 $398 - $581
Bristol Myers Squibb CO Contngnt Val Rt
Q1 2021 Filed on Apr 29, 2021
443
N/A
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
Q1 2021 Filed on Apr 29, 2021
600
$34.36 - $35.94 $20.6K - $21.6K
ZUO
Zuora Inc

Technology
Q1 2021 Filed on Apr 29, 2021
1,289
$13.21 - $16.83 $17K - $21.7K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
Q1 2021 Filed on Apr 29, 2021
4,764
$14.62 - $17.5 $69.6K - $83.4K
NBR
Nabors Industries LTD

Energy
Q1 2021 Filed on Apr 29, 2021
8
$57.34 - $130.49 $459 - $1.04K
LMND
Lemonade, Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
20
$83.61 - $183.26 $1.67K - $3.67K
51 Job Inc Sponsored Ads
Q1 2021 Filed on Apr 29, 2021
22
N/A
AENZ
Aenza S.A.A.

Industrials
Q1 2021 Filed on Apr 29, 2021
97
$2.06 - $2.46 $200 - $239
JAMF
Jamf Holding Corp.

Technology
Q1 2021 Filed on Apr 29, 2021
150
$29.53 - $40.51 $4.43K - $6.08K
Huami Corp Sponsored Ads
Q1 2021 Filed on Apr 29, 2021
174
N/A
VERU
Veru Inc.

Healthcare
Q1 2021 Filed on Apr 29, 2021
200
$8.05 - $20.78 $1.61K - $4.16K
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