Patriot Financial Group Insurance Agency, LLC Closed Holding Positions

Patriot Financial Group Insurance Agency, LLC

  • $704 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
JTKWY
Just Eat Takeaway.Com N.V.

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
4
$5.93 - $11.27 $23.7 - $45.1
NOG
Northern Oil & Gas, Inc.

Energy
Q1 2022 Filed on May 11, 2022
1,016
$21.34 - $29.36 $21.7K - $29.8K
DOC
Physicians Realty Trust

Real Estate
Q1 2022 Filed on May 11, 2022
1,225
$16.26 - $19.01 $19.9K - $23.3K
Proshares Ultrapro Short Qqq
Q1 2022 Filed on May 11, 2022
1,000
N/A
VIXM
Pro Shares Trust Ii

ETFs
Q1 2022 Filed on May 11, 2022
100
$29.52 - $35.46 $2.95K - $3.55K
SCSC
Scansource, Inc.

Technology
Q1 2022 Filed on May 11, 2022
200
$30.05 - $36.12 $6.01K - $7.22K
Silverbox Engaged Merger CO I Com Cl A
Q1 2022 Filed on May 11, 2022
780
N/A
ZI
Zoom Info Technologies Inc.

Technology
Q1 2022 Filed on May 11, 2022
28
$45.99 - $61.46 $1.29K - $1.72K
CDK
Cdk Global, Inc.

Technology
Q4 2021 Filed on Jan 10, 2022
26
$38.64 - $45.04 $1K - $1.17K
IWV
Ishares Russell 3000 ETF

ETFs
Q4 2021 Filed on Jan 10, 2022
266
$254.66 - $279.11 $67.7K - $74.2K
Nuveen Diversified Divid & Inc Com
Q4 2021 Filed on Jan 10, 2022
9,389
N/A
PCG
Pg&E Corp

Utilities
Q4 2021 Filed on Jan 10, 2022
500
$9.61 - $12.63 $4.81K - $6.32K
SH
Proshares Short S&P500 New (De

ETFs
Q4 2021 Filed on Jan 10, 2022
185
$13.55 - $15.24 $2.51K - $2.82K
CTSH
Cognizant Technology Solutions Corp

Technology
Q4 2021 Filed on Jan 10, 2022
197
$74.34 - $89.59 $14.6K - $17.6K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
Q4 2021 Filed on Jan 10, 2022
283
$50.02 - $53.73 $14.2K - $15.2K
ACLS
Axcelis Technologies Inc

Technology
Q4 2021 Filed on Jan 10, 2022
60
$45.52 - $74.56 $2.73K - $4.47K
MAC
Macerich CO

Real Estate
Q4 2021 Filed on Jan 10, 2022
850
$15.87 - $22.21 $13.5K - $18.9K
CP
Canadian Pacific Railway LTD

Industrials
Q4 2021 Filed on Jan 10, 2022
1,000
$66.32 - $77.89 $66.3K - $77.9K
Sk Telecom LTD Sponsored Adr
Q4 2021 Filed on Jan 10, 2022
113
N/A
ENLC
En Link Midstream, LLC

Energy
Q4 2021 Filed on Jan 10, 2022
214
$6.15 - $8.48 $1.32K - $1.81K
GHC
Graham Holdings CO

Consumer Defensive
Q4 2021 Filed on Jan 10, 2022
25
$559.65 - $629.83 $14K - $15.7K
Pimco Income Opportunity Fd Com
Q4 2021 Filed on Jan 10, 2022
1,000
N/A
HDAW
Xtracker Msci All World Ex Us

ETFs
Q4 2021 Filed on Jan 10, 2022
985
N/A
Zix Corp Com
Q4 2021 Filed on Jan 10, 2022
3,500
N/A
ENPH
Enphase Energy, Inc.

Technology
Q4 2021 Filed on Jan 10, 2022
16
$145.03 - $267.74 $2.32K - $4.28K
Coresite Rlty Corp Com
Q4 2021 Filed on Jan 10, 2022
130
N/A
TAL
Tal Education Group

Consumer Defensive
Q4 2021 Filed on Jan 10, 2022
90
$3.44 - $5.35 $310 - $481
Stamps Com Inc Com New
Q4 2021 Filed on Jan 10, 2022
3
N/A
Cadence Bancorporation Cl A
Q4 2021 Filed on Jan 10, 2022
107
N/A
Trillium Therapeutics Inc Com New
Q4 2021 Filed on Jan 10, 2022
2,000
N/A
DIAL
Columbia ETF Tr I Diversified

ETFs
Q4 2021 Filed on Jan 10, 2022
508
$21.05 - $21.47 $10.7K - $10.9K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
Q4 2021 Filed on Jan 10, 2022
34
$21.86 - $22.24 $743 - $756
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
Q4 2021 Filed on Jan 10, 2022
910
$21.24 - $23.2 $19.3K - $21.1K
IHE
Ishares Tr

ETFs
Q4 2021 Filed on Jan 10, 2022
54
$182.18 - $200.3 $9.84K - $10.8K
BMA
Macro Bank Inc.

Financial Services
Q4 2021 Filed on Jan 10, 2022
143
$13.25 - $18.35 $1.89K - $2.62K
SEIC
Sei Investments CO

Financial Services
Q4 2021 Filed on Jan 10, 2022
151
$58.31 - $64.89 $8.8K - $9.8K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
Q4 2021 Filed on Jan 10, 2022
200
$98.21 - $109.25 $19.6K - $21.9K
PRN
Invesco Dwa Industrials Moment

ETFs
Q4 2021 Filed on Jan 10, 2022
300
$100.21 - $121.54 $30.1K - $36.5K
TGS
Gas Transporter Of The South Inc

Energy
Q4 2021 Filed on Jan 10, 2022
451
$4.05 - $6.03 $1.83K - $2.72K
WMK
Weis Markets Inc

Consumer Defensive
Q4 2021 Filed on Jan 10, 2022
432
$52.77 - $67.32 $22.8K - $29.1K
IMMR
Immersion Corp

Technology
Q4 2021 Filed on Jan 10, 2022
900
$5.22 - $9.58 $4.7K - $8.62K
CATH
Global X Fds Global X S&P 500

ETFs
Q4 2021 Filed on Jan 10, 2022
1,026
$53.64 - $61.25 $55K - $62.8K
HEAR
Turtle Beach Corp

Technology
Q4 2021 Filed on Jan 10, 2022
850
$21.78 - $31.55 $18.5K - $26.8K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
Q4 2021 Filed on Jan 10, 2022
1,867
$40.28 - $40.45 $75.2K - $75.5K
EVBG
Everbridge, Inc.

Technology
Q4 2021 Filed on Jan 10, 2022
5,618
$63.0 - $160.29 $354K - $901K
ALT
Altimmune, Inc.

Healthcare
Q4 2021 Filed on Jan 10, 2022
500
$8.69 - $12.48 $4.35K - $6.24K
Vereit Inc Com
Q4 2021 Filed on Jan 10, 2022
7,063
N/A
BHVN
Biohaven Pharmaceutical Holding CO Ltd.

Healthcare
Q4 2021 Filed on Jan 10, 2022
10
$99.73 - $148.48 $997 - $1.48K
Atento S A Shs
Q4 2021 Filed on Jan 10, 2022
200
N/A
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