| Ticker | Sector | Trades |
|---|---|---|
| FDL | Funds / ETFs | 4 |
| VYM | Large Cap Value | 4 |
| SYF | Financials | 2 |
| FVD | Large Cap Value | 2 |
| SOLV | Health Care | 1 |
| INTC | Information Technology | 1 |
| L | Financials | 1 |
| MKL | Financials | 1 |
| RF | Financials | 1 |
| SFNC | Financials | 1 |
| Ticker | Sector | Type | Trade date | Amount | Source |
|---|---|---|---|---|---|
| SOLV | Health Care | sell | 12/31/2025 | $1,001 - $15,000 | PTR ↗ |
| INTC | Information Technology | sell | 06/23/2025 | $1,001 - $15,000 | PTR ↗ |
| L | Financials | sell | 06/23/2025 | $50,001 - $100,000 | PTR ↗ |
| MKL | Financials | buy | 06/23/2025 | $15,001 - $50,000 | PTR ↗ |
| RF | Financials | sell | 06/23/2025 | $15,001 - $50,000 | PTR ↗ |
| SFNC | Financials | sell | 06/23/2025 | $100,001 - $250,000 | PTR ↗ |
| WFC | Financials | sell | 06/23/2025 | $1,001 - $15,000 | PTR ↗ |
| WTM | Financials | buy | 06/23/2025 | $50,001 - $100,000 | PTR ↗ |
| CVS | Health Care | sell | 01/31/2025 | $15,001 - $50,000 | PTR ↗ |
| SCHW | Financials | sell | 12/29/2023 | $50,001 - $100,000 | PTR ↗ |
| PYPL | Financials | sell | 12/29/2023 | $15,001 - $50,000 | PTR ↗ |
| FIS | Financials | buy | 11/22/2023 | $15,001 - $50,000 | PTR ↗ |
| SYF | Financials | sell | 04/14/2021 | $15,001 - $50,000 | PTR ↗ |
| TSLA | Consumer Discretionary | buy | 04/08/2021 | $1,001 - $15,000 | PTR ↗ |
| T | Communication Services | sell | 11/30/2020 | $1,001 - $15,000 | PTR ↗ |
| XOM | Energy | sell | 11/30/2020 | $1,001 - $15,000 | PTR ↗ |
| FVD | Large Cap Value | buy | 11/30/2020 | $15,001 - $50,000 | PTR ↗ |
| FDL | Funds / ETFs | buy | 08/30/2016 | $15,001 - $50,000 | PTR ↗ |
| VYM | Large Cap Value | buy | 08/30/2016 | $15,001 - $50,000 | PTR ↗ |
| FDL | Funds / ETFs | buy | 07/29/2016 | $15,001 - $50,000 | PTR ↗ |
| VYM | Large Cap Value | buy | 07/29/2016 | $15,001 - $50,000 | PTR ↗ |
| FDL | Funds / ETFs | buy | 06/30/2016 | $15,001 - $50,000 | PTR ↗ |
| VYM | Large Cap Value | buy | 06/30/2016 | $15,001 - $50,000 | PTR ↗ |
| EMR | Industrials | buy | 06/13/2016 | $15,001 - $50,000 | PTR ↗ |
| FVD | Large Cap Value | buy | 06/13/2016 | $15,001 - $50,000 | PTR ↗ |
| Y | Financials | buy | 05/31/2016 | $15,001 - $50,000 | PTR ↗ |
| FDM | Small Cap Blend | buy | 05/31/2016 | $15,001 - $50,000 | PTR ↗ |
| FDL | Funds / ETFs | buy | 05/31/2016 | $15,001 - $50,000 | PTR ↗ |
| IBB | Funds / ETFs | buy | 05/31/2016 | $15,001 - $50,000 | PTR ↗ |
| IEZ | Funds / ETFs | buy | 05/31/2016 | $15,001 - $50,000 | PTR ↗ |
| SYF | Financials | buy | 05/31/2016 | $15,001 - $50,000 | PTR ↗ |
| BX | Financials | buy | 05/31/2016 | $15,001 - $50,000 | PTR ↗ |
| VYM | Large Cap Value | buy | 05/31/2016 | $15,001 - $50,000 | PTR ↗ |
| BCEI | Unclassified | sell | 12/23/2015 | $1,001 - $15,000 | PTR ↗ |