Stock trades · House
Jefferson Shreve
Republican Every stock trade Jefferson Shreve reported under the STOCK Act since 2020, and how each did against the S&P 500. Their full record.
Trades630
Buys / sales203 / 425
Estimated volume$177.9M
Beat the S&P 50056.0%
Median vs. S&P 500+9.3%
Disclosed late2
Members report each trade as a dollar range, not an exact amount; volume uses the middle of each range. "Vs. the S&P 500" is the stock's move from the trade date to today minus the market's; for a sale it's reversed, so a sale scores well when the stock then lagged. Prices exclude dividends. Trades by spouses and children count.
Most traded: AMD (5), AMAT (5), BLK (5), HAL (5), HD (5), NVDA (5), ORCL (5), TXN (5)
Every trade
| Traded | What | Stock | Amount | Vs. S&P 500 since |
|---|---|---|---|---|
| May 20, 2026 | Bought | JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- May 2026 | $5,000,001 - $25,000,0001 | – |
| May 20, 2026 | Bought | S O : A. Advisory Account holding Structured Notes D | $1,000,001 - $5,000,0001 | – |
| February 17, 2026 | Bought | RILAS O : Registered Index Linked Annuity (RILA) D : Buf | $1,000,001 - $5,000,0002 | – |
| February 17, 2026 | Bought | RILAS O : Registered Index Linked Annuity (RILA) D : Buf | $1,000,001 - $5,000,0002 | – |
| February 17, 2026 | Bought | D : Buffered Indexed Annuity Exchange Prudential RILA - 10% B | $1,000,001 - $5,000,0002 | – |
| February 9, 2026 | Sold | Brighthouse Buffered Annuity Russell 2000 Cap Rate | $5,000,001 - $25,000,0002 | – |
| February 9, 2026 | Sold | RILAS O : Registered Index Linked Annuity (RILA) D : Buf | $5,000,001 - $25,000,0002 | – |
| December 30, 2025 | Bought | S O : Advisory Account holding Structured Notes D : | $5,000,001 - $25,000,0003 | – |
| December 29, 2025 | Bought | S O : Advisory Account holding Structured Notes D : | $5,000,001 - $25,000,0004 | – |
| December 30, 2025 | Bought | JP Morgan 3-year auto callable buffer note | $5,000,001 - $25,000,0005 | – |
| December 29, 2025 | Bought | D : Structured Note Prudential RILA - 10% Buffer 6-year Allia | $5,000,001 - $25,000,0005 | – |
| November 13, 2025 | Bought | Bank of Montreal 13-Month Digital Buffer Note | $5,000,001 - $25,000,0006 | – |
| November 13, 2025 | Bought | S O : Advisory Account holding Structured Notes D : | $5,000,001 - $25,000,0006 | – |
| May 13, 2025 | Sold | F S : New S O : CRT - Standard Unit Trust D | $50,001 - $100,0007 | – |
| May 13, 2025 | Sold | S O : CRT - Standard Unit Trust D : Account Closing | $1,001 - $15,0007 | – |
| May 13, 2025 | Sold | Comcast 6.50% maturing 11/15/35 | $15,001 - $50,0007 | – |
| May 13, 2025 | Sold | S O : CRT - Standard Unit Trust D : Account Closing | $1,001 - $15,0007 | – |
| May 13, 2025 | Sold | S O : CRT - Standard Unit Trust D : Account Closing | $50,001 - $100,0007 | – |
| May 13, 2025 | Sold | Cuyahoga Cnty Ohio Economic Dev Rev 5.000 2025-12-01 | $15,001 - $50,0007 | – |
| May 13, 2025 | Sold | S O : CRT - Standard Unit Trust D : Account Closing | $1,001 - $15,0007 | – |
| May 13, 2025 | Sold | S O : CRT - Standard Unit Trust D : Account Closing | $1,001 - $15,0007 | – |
| May 13, 2025 | Sold | F S : New S O : CRT - Standard Unit Trust D | $1,001 - $15,0007 | – |
| May 13, 2025 | Sold | S O : CRT - Standard Unit Trust D : Account Closing | $1,001 - $15,0007 | – |
| May 13, 2025 | Sold | S O : CRT - Standard Unit Trust D : Account Closing | $1,001 - $15,0007 | – |
| May 13, 2025 | Sold | S O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | – |
| May 13, 2025 | Sold | S O : CRT - Standard Unit Trust D : Account Closing | $1,001 - $15,0007 | – |
| May 13, 2025 | Sold | S O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | – |
| May 13, 2025 | Sold | S O : CRT - Standard Unit Trust D : Account Closing | $50,001 - $100,0007 | – |
| May 13, 2025 | Sold | F S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | – |
| May 13, 2025 | Sold | D : Account Closing Greater Orlando Aviation Auth Orlando FLA | $1,001 - $15,0007 | – |
| May 13, 2025 | Sold | S O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | – |
| May 13, 2025 | Sold | S O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | – |
| May 13, 2025 | Sold | S O : CRT - Standard Unit Trust D : Account Closing | $1,001 - $15,0007 | – |
| May 13, 2025 | Sold | F S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | – |
| May 13, 2025 | Sold | S O : CRT - Standard Unit Trust D : Account Closing | $1,001 - $15,0007 | – |
| May 13, 2025 | Sold | S O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | – |
| May 13, 2025 | Sold | F S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | – |
| May 13, 2025 | Sold | Lovejoy Indpt Sch Dist Tex 4.0000 2032-2-15 | $15,001 - $50,0007 | – |
| May 13, 2025 | Sold | S O : CRT - Standard Unit Trust D : Portfolio Rebala | $1,001 - $15,0007 | – |
| May 13, 2025 | Sold | F S : New S O : CRT - Standard Unit Trust D | $1,001 - $15,0007 | – |
| May 13, 2025 | Sold | D : Account Closing Memphis-Shelby Cnty TN Indl Dev Brd Econo | $15,001 - $50,0007 | – |
| May 13, 2025 | Sold | Metropolitan Govt Nashville & Davidson CntyTN 4.0000 2032-01- 01/ 5921 | $1,001 - $15,0007 | – |
| May 13, 2025 | Sold | F S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | – |
| May 13, 2025 | Sold | F S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | – |
| May 13, 2025 | Sold | F S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | – |
| May 13, 2025 | Sold | F S : New S O : CRT - Standard Unit Trust D | $1,001 - $15,0007 | – |
| May 13, 2025 | Sold | S O : CRT - Standard Unit Trust D : Account Closing | $1,001 - $15,0007 | – |
| May 13, 2025 | Sold | S O : CRT - Standard Unit Trust D : Account Closing | $1,001 - $15,0007 | – |
| May 13, 2025 | Sold | F S : New S O : CRT - Standard Unit Trust D | $1,001 - $15,0007 | – |
| May 13, 2025 | Sold | S O : CRT - Standard Unit Trust D : Account Closing | $1,001 - $15,0007 | – |
| May 13, 2025 | Sold | S O : CRT - Standard Unit Trust D : Account Closing | $1,001 - $15,0007 | – |
| May 13, 2025 | Sold | S O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | – |
| May 13, 2025 | Sold | F S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | – |
| May 13, 2025 | Sold | S O : CRT - Standard Unit Trust D : Account Closing | $1,001 - $15,0007 | – |
| May 13, 2025 | Sold | S O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | – |
| May 13, 2025 | Sold | S O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | – |
| May 13, 2025 | Sold | F S : New S O : CRT - Standard Unit Trust D | $50,001 - $100,0007 | – |
| May 13, 2025 | Sold | S O : CRT - Standard Unit Trust D : Account Closing | $1,001 - $15,0007 | – |
| May 13, 2025 | Sold | F S : New S O : CRT - Standard Unit Trust D | $1,001 - $15,0007 | – |
| May 13, 2025 | Sold | S O : CRT - Standard Unit Trust D : Account Closing | $1,001 - $15,0007 | – |
| May 13, 2025 | Sold | S O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | – |
| May 13, 2025 | Sold | S O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | – |
| May 13, 2025 | Sold | S O : CRT - Standard Unit Trust D : Portfolio Rebala | $1,001 - $15,0007 | – |
| May 13, 2025 | Sold | S O : CRT - Standard Unit Trust D : Portfolio Rebala | $1,001 - $15,0007 | – |
| May 13, 2025 | Sold | S O : CRT - Standard Unit Trust D : Account Closing | $1,001 - $15,0007 | – |
| May 13, 2025 | Sold | S O : CRT - Standard Unit Trust D : Account Closing | $50,001 - $100,0007 | – |
| May 13, 2025 | Sold | S O : CRT - Standard Unit Trust D : Account Closing | $50,001 - $100,0007 | – |
| May 13, 2025 | Sold | S O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | – |
| May 13, 2025 | Sold | F S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | – |
| May 13, 2025 | Sold | F S : New S O : CRT - Standard Unit Trust D | $50,001 - $100,0007 | – |
| May 12, 2025 | Sold | MMM3M Company Common Stock (MMM) | $15,001 - $50,0007 | +22.4% |
| May 12, 2025 | Sold | ABTS O : CRT - Standard Unit Trust D : Account Closing | $50,001 - $100,0007 | +52.9% |
| May 12, 2025 | Sold | ADBEF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | +70.5% |
| May 12, 2025 | Sold | AMDF S : New S O : CRT - Standard Unit Trust D | $50,001 - $100,0007 | −356.7% |
| May 12, 2025 | Sold | AS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0007 | −17.3% |
| May 12, 2025 | Sold | AKAMS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +20.9% |
| May 12, 2025 | Sold | ALBS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | −22.7% |
| May 12, 2025 | Sold | ALNYS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +46.6% |
| May 12, 2025 | Sold | GOOGLS O : CRT - Standard Unit Trust D : Account Closing | $100,001 - $250,0007 | −88.0% |
| May 12, 2025 | Sold | GOOGS O : CRT - Standard Unit Trust D : Account Closing | $100,001 - $250,0007 | – |
| May 12, 2025 | Sold | AMZNS O : CRT - Standard Unit Trust D : Account Closing | $250,001 - $500,0007 | +12.6% |
| May 12, 2025 | Sold | AEOS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0007 | −16.6% |
| May 12, 2025 | Sold | AXPS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +27.5% |
| May 12, 2025 | Sold | AIGS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0007 | +35.7% |
| May 12, 2025 | Sold | AMTF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | +43.3% |
| May 12, 2025 | Sold | AWKS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +35.1% |
| May 12, 2025 | Sold | AMGNAmgen Inc. - Common Stock (AMGN) | $15,001 - $50,0007 | −25.0% |
| May 12, 2025 | Sold | ADIS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | −44.8% |
| May 12, 2025 | Sold | AAPLF S : New S O : CRT - Standard Unit Trust D | $100,001 - $250,0007 | −30.6% |
| May 12, 2025 | Sold | AMATS O : CRT - Standard Unit Trust D : Portfolio Rebala | $50,001 - $100,0007 | −111.3% |
| May 12, 2025 | Sold | APPS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +55.9% |
| May 12, 2025 | Sold | APTVS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +65.4% |
| May 12, 2025 | Sold | ACGLS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0007 | +25.4% |
| May 12, 2025 | Sold | ARESS O : CRT - Standard Unit Trust D : Account Closing | $50,001 - $100,0007 | +67.3% |
| May 12, 2025 | Sold | ANETS O : CRT - Standard Unit Trust D : Account Closing | $50,001 - $100,0007 | −59.3% |
| May 12, 2025 | Sold | TF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | +45.4% |
| May 12, 2025 | Sold | ADSKS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +50.6% |
| May 12, 2025 | Sold | ADPAutomatic Data Processing, Inc. - Common Stock (ADP) | $50,001 - $100,0007 | +39.0% |
| May 12, 2025 | Sold | AZOF S : New S O : CRT - Standard Unit Trust D | $50,001 - $100,0007 | +47.2% |
| May 12, 2025 | Sold | AXONS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +76.1% |
| May 12, 2025 | Sold | BALLS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +13.7% |
| May 12, 2025 | Sold | BACS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0007 | +14.2% |
| May 12, 2025 | Sold | BRK.BS O : CRT - Standard Unit Trust D : Account Closing | $100,001 - $250,0007 | +28.9% |
| May 12, 2025 | Sold | BLKS O : CRT - Standard Unit Trust D : Account Closing | $50,001 - $100,0007 | +14.0% |
| May 12, 2025 | Sold | BAF S : New S O : CRT - Standard Unit Trust D | $50,001 - $100,0007 | +36.6% |
| May 12, 2025 | Sold | BKNGS O : CRT - Standard Unit Trust D : Account Closing | $50,001 - $100,0007 | +53.7% |
| May 12, 2025 | Sold | BSXS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +89.2% |
| May 12, 2025 | Sold | BMYS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +8.4% |
| May 12, 2025 | Sold | AVGOBroadcom Inc. - Common Stock (AVGO) | $15,001 - $50,0007 | −16.0% |
| May 12, 2025 | Sold | BKEF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | +13.9% |
| May 12, 2025 | Sold | CDNSS O : CRT - Standard Unit Trust D : Account Closing | $50,001 - $100,0007 | +29.9% |
| May 12, 2025 | Sold | CCLS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0007 | +15.3% |
| May 12, 2025 | Sold | CWSTS O : CRT - Standard Unit Trust D : Account Closing | $50,001 - $100,0007 | +54.7% |
| May 12, 2025 | Sold | CATF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | −80.9% |
| May 12, 2025 | Sold | CBOEF S : New S O : CRT - Standard Unit Trust D | $50,001 - $100,0007 | −10.1% |
| May 12, 2025 | Sold | CORS O : CRT - Standard Unit Trust D : Account Closing | $50,001 - $100,0007 | +9.9% |
| May 12, 2025 | Sold | CNCS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +22.4% |
| May 12, 2025 | Sold | CRLD : Account Closing Charles River Laboratories International, | $15,001 - $50,0007 | −77.4% |
| May 12, 2025 | Sold | SCHWF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | +22.1% |
| May 12, 2025 | Sold | CHTRS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +105.0% |
| May 12, 2025 | Sold | LNGS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +11.3% |
| May 12, 2025 | Sold | CVXS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0007 | −26.5% |
| May 12, 2025 | Sold | CMGS O : CRT - Standard Unit Trust D : Account Closing | $50,001 - $100,0007 | +73.5% |
| May 12, 2025 | Sold | CBF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | +8.2% |
| May 12, 2025 | Sold | CTASS O : CRT - Standard Unit Trust D : Account Closing | $50,001 - $100,0007 | +33.9% |
| May 12, 2025 | Sold | CSCOS O : CRT - Standard Unit Trust D : Portfolio Rebala | $50,001 - $100,0007 | −41.8% |
| May 12, 2025 | Sold | NETS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | −89.8% |
| May 12, 2025 | Sold | CMES O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +23.7% |
| May 12, 2025 | Sold | CNOS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | −9.2% |
| May 12, 2025 | Sold | KOF S : New S O : CRT - Standard Unit Trust D | $100,001 - $250,0007 | +0.1% |
| May 12, 2025 | Sold | COINS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0007 | +48.8% |
| May 12, 2025 | Sold | CMCSAS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +65.1% |
| May 12, 2025 | Sold | COPF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | −26.4% |
| May 12, 2025 | Sold | CEGS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0007 | +37.3% |
| May 12, 2025 | Sold | CPRTF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | +87.5% |
| May 12, 2025 | Sold | CSGPS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +89.5% |
| May 12, 2025 | Sold | COSTS O : CRT - Standard Unit Trust D : Account Closing | $100,001 - $250,0007 | +35.0% |
| May 12, 2025 | Sold | CTRAS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | – |
| May 12, 2025 | Sold | CRWDS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0007 | −79.4% |
| May 12, 2025 | Sold | CCIS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +50.5% |
| May 12, 2025 | Sold | CSXF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | −28.2% |
| May 12, 2025 | Sold | CVSS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | −10.1% |
| May 12, 2025 | Sold | DHRS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +18.3% |
| May 12, 2025 | Sold | DES O : CRT - Standard Unit Trust D : Portfolio Rebala | $50,001 - $100,0007 | +2.9% |
| May 12, 2025 | Sold | DALS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0007 | −15.0% |
| May 12, 2025 | Sold | DVNS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | −18.8% |
| May 12, 2025 | Sold | DXCMS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0007 | +31.2% |
| May 12, 2025 | Sold | DGS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | −17.8% |
| May 12, 2025 | Sold | DASHS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +33.9% |
| May 12, 2025 | Sold | EWS O : CRT - Standard Unit Trust D : Portfolio Rebala | $50,001 - $100,0007 | +16.6% |
| May 12, 2025 | Sold | ELVS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +29.6% |
| May 12, 2025 | Sold | LLYD : Account Closing Eli Lilly and Company Common Stock (LLY) | $100,001 - $250,0007 | −33.3% |
| May 12, 2025 | Sold | EPAMS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +66.9% |
| May 12, 2025 | Sold | EXPOS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +42.1% |
| May 12, 2025 | Sold | XOMS O : CRT - Standard Unit Trust D : Account Closing | $50,001 - $100,0007 | −27.6% |
| May 12, 2025 | Sold | FISS O : CRT - Standard Unit Trust D : Account Closing | $50,001 - $100,0007 | +86.7% |
| May 12, 2025 | Sold | BUSES O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +1.2% |
| May 12, 2025 | Sold | FIF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | – |
| May 12, 2025 | Sold | FTNTS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | −45.9% |
| May 12, 2025 | Sold | GEF S : New S O : CRT - Standard Unit Trust D | $50,001 - $100,0007 | −10.1% |
| May 12, 2025 | Sold | GEVS O : CRT - Standard Unit Trust D : Portfolio Rebala | $50,001 - $100,0007 | −90.0% |
| May 12, 2025 | Sold | GMS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | −36.3% |
| May 12, 2025 | Sold | GILDS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | −19.2% |
| May 12, 2025 | Sold | GSF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | −18.3% |
| May 12, 2025 | Sold | HALHalliburton Company Common Stock (HAL) | $15,001 - $50,0007 | −22.4% |
| May 12, 2025 | Sold | THGF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | −3.9% |
| May 12, 2025 | Sold | HIWS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +36.3% |
| May 12, 2025 | Sold | HOMBS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0007 | +34.8% |
| May 12, 2025 | Sold | HDF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | +50.5% |
| May 12, 2025 | Sold | HUBBF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | +9.6% |
| May 12, 2025 | Sold | IDAF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | +10.4% |
| May 12, 2025 | Sold | IDXXS O : CRT - Standard Unit Trust D : Account Closing | $100,001 - $250,0007 | +25.0% |
| May 12, 2025 | Sold | IBMS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +40.1% |
| May 12, 2025 | Sold | INTUF S : New S O : CRT - Standard Unit Trust D | $100,001 - $250,0007 | +82.5% |
| May 12, 2025 | Sold | ISRGS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +56.2% |
| May 12, 2025 | Sold | JNJS O : CRT - Standard Unit Trust D : Portfolio Rebala | $50,001 - $100,0007 | −31.9% |
| May 12, 2025 | Sold | JPMS O : CRT - Standard Unit Trust D : Account Closing | $100,001 - $250,0007 | +3.4% |
| May 12, 2025 | Sold | KRF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | +41.6% |
| May 12, 2025 | Sold | LRCXS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | −205.0% |
| May 12, 2025 | Sold | LENS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0007 | +63.4% |
| May 12, 2025 | Sold | LINF S : New S O : CRT - Standard Unit Trust D | $50,001 - $100,0007 | +23.8% |
| May 12, 2025 | Sold | LFUSS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | −47.6% |
| May 12, 2025 | Sold | LMTS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +19.8% |
| May 12, 2025 | Sold | LOWS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +48.3% |
| May 12, 2025 | Sold | LULUS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +99.8% |
| May 12, 2025 | Sold | MPCS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | −169.2% |
| May 12, 2025 | Sold | MRVLS O : CRT - Standard Unit Trust D : Account Closing | $50,001 - $100,0007 | −241.6% |
| May 12, 2025 | Sold | MAS O : CRT - Standard Unit Trust D : Account Closing | $50,001 - $100,0007 | +25.8% |
| May 12, 2025 | Sold | MTCHS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | −22.9% |
| May 12, 2025 | Sold | MCDS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +54.6% |
| May 12, 2025 | Sold | MCKS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | −12.9% |
| May 12, 2025 | Sold | METAS O : CRT - Standard Unit Trust D : Account Closing | $100,001 - $250,0007 | +17.2% |
| May 12, 2025 | Sold | MSFTS O : CRT - Standard Unit Trust D : Account Closing | $500,001 - $1,000,0007 | +12.3% |
| May 12, 2025 | Sold | MSTRS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0007 | +95.0% |
| May 12, 2025 | Sold | NDAQS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +16.6% |
| May 12, 2025 | Sold | NFLXF S : New S O : CRT - Standard Unit Trust D | $100,001 - $250,0007 | +67.0% |
| May 12, 2025 | Sold | NEMF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | −95.6% |
| May 12, 2025 | Sold | NEES O : CRT - Standard Unit Trust D : Account Closing | $50,001 - $100,0007 | +19.1% |
| May 12, 2025 | Sold | NIF S : New S O : CRT - Standard Unit Trust D | $50,001 - $100,0007 | +24.7% |
| May 12, 2025 | Sold | NVDANVIDIA Corporation - Common Stock (NVDA) | $500,001 - $1,000,0007 | −44.2% |
| May 12, 2025 | Sold | OXYS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0007 | −5.9% |
| May 12, 2025 | Sold | OGES O : CRT - Standard Unit Trust D : Account Closing | $100,001 - $250,0007 | +24.4% |
| May 12, 2025 | Sold | ORIS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +30.4% |
| May 12, 2025 | Sold | ORCLS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +46.9% |
| May 12, 2025 | Sold | PLTRS O : CRT - Standard Unit Trust D : Account Closing | $50,001 - $100,0007 | −36.9% |
| May 12, 2025 | Sold | PANWF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | −59.0% |
| May 12, 2025 | Sold | PYPLS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +53.3% |
| May 12, 2025 | Sold | PEPF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | +34.9% |
| May 12, 2025 | Sold | PMS O : CRT - Standard Unit Trust D : Account Closing | $100,001 - $250,0007 | +11.1% |
| May 12, 2025 | Sold | PSXF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | −111.3% |
| May 12, 2025 | Sold | PRIF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | +29.5% |
| May 12, 2025 | Sold | PGF S : New S O : CRT - Standard Unit Trust D | $50,001 - $100,0007 | +34.8% |
| May 12, 2025 | Sold | PGRF S : New S O : CRT - Standard Unit Trust D | $50,001 - $100,0007 | +56.1% |
| May 12, 2025 | Sold | PRUS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +24.0% |
| May 12, 2025 | Sold | PHMS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +26.3% |
| May 12, 2025 | Sold | PWRQuanta Services, Inc. Common Stock (PWR) | $50,001 - $100,0007 | −60.6% |
| May 12, 2025 | Sold | RPDF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | +85.0% |
| May 12, 2025 | Sold | OS O : CRT - Standard Unit Trust D : Account Closing | $50,001 - $100,0007 | +33.1% |
| May 12, 2025 | Sold | RLIF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | +52.9% |
| May 12, 2025 | Sold | ROSTS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | −24.9% |
| May 12, 2025 | Sold | RCLS O : CRT - Standard Unit Trust D : Account Closing | $50,001 - $100,0007 | +16.8% |
| May 12, 2025 | Sold | RGLDS O : CRT - Standard Unit Trust D : Account Closing | $50,001 - $100,0007 | −4.0% |
| May 12, 2025 | Sold | RTXS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | −10.8% |
| May 12, 2025 | Sold | RUSHBS O : CRT - Standard Unit Trust D : Account Closing | $50,001 - $100,0007 | – |
| May 12, 2025 | Sold | SPGIS O : CRT - Standard Unit Trust D : Account Closing | $50,001 - $100,0007 | +45.8% |
| May 12, 2025 | Sold | CRMF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | +49.0% |
| May 12, 2025 | Sold | SBACS O : CRT - Standard Unit Trust D : Portfolio Rebala | $50,001 - $100,0007 | +52.4% |
| May 12, 2025 | Sold | SNDRS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +6.5% |
| May 12, 2025 | Sold | SHWSherwin-Williams Company (SHW) | $15,001 - $50,0007 | +38.0% |
| May 12, 2025 | Sold | SNOWS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | −52.9% |
| May 12, 2025 | Sold | SPOTS O : CRT - Standard Unit Trust D : Account Closing | $50,001 - $100,0007 | +46.9% |
| May 12, 2025 | Sold | SYKS O : CRT - Standard Unit Trust D : Account Closing | $50,001 - $100,0007 | +56.8% |
| May 12, 2025 | Sold | SNPSS O : CRT - Standard Unit Trust D : Account Closing | $50,001 - $100,0007 | +39.8% |
| May 12, 2025 | Sold | SYYS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +18.2% |
| May 12, 2025 | Sold | TTWOS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +39.8% |
| May 12, 2025 | Sold | TSLAF S : New S O : CRT - Standard Unit Trust D | $100,001 - $250,0007 | +18.5% |
| May 12, 2025 | Sold | TXNS O : CRT - Standard Unit Trust D : Account Closing | $100,001 - $250,0007 | −16.7% |
| May 12, 2025 | Sold | CGS O : CRT - Standard Unit Trust D : Account Closing | $50,001 - $100,0007 | +52.6% |
| May 12, 2025 | Sold | CIThe Cigna Group Common Stock (CI) | $15,001 - $50,0007 | +36.6% |
| May 12, 2025 | Sold | SJMS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +20.4% |
| May 12, 2025 | Sold | TTDS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0007 | +115.9% |
| May 12, 2025 | Sold | TJXF S : New S O : CRT - Standard Unit Trust D | $50,001 - $100,0007 | +22.4% |
| May 12, 2025 | Sold | TTF S : New S O : CRT - Standard Unit Trust D | $50,001 - $100,0007 | +22.5% |
| May 12, 2025 | Sold | TDGS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +52.3% |
| May 12, 2025 | Sold | UBERS O : CRT - Standard Unit Trust D : Account Closing | $50,001 - $100,0007 | +51.6% |
| May 12, 2025 | Sold | UNPS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +7.3% |
| May 12, 2025 | Sold | UCBS O : CRT - Standard Unit Trust D : Account Closing | $50,001 - $100,0007 | +18.0% |
| May 12, 2025 | Sold | UVSPS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0007 | +0.2% |
| May 12, 2025 | Sold | VZVerizon Communications Inc. Common Stock (VZ) | $15,001 - $50,0007 | +29.1% |
| May 12, 2025 | Sold | VRTXS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +16.6% |
| May 12, 2025 | Sold | VF S : New S O : CRT - Standard Unit Trust D | $100,001 - $250,0007 | +20.0% |
| May 12, 2025 | Sold | WMTF S : New S O : CRT - Standard Unit Trust D | $100,001 - $250,0007 | +10.6% |
| May 12, 2025 | Sold | DISF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | +32.3% |
| May 12, 2025 | Sold | WBDS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0007 | – |
| May 12, 2025 | Sold | WFCS O : CRT - Standard Unit Trust D : Account Closing | $50,001 - $100,0007 | +21.9% |
| May 12, 2025 | Sold | WELLS O : CRT - Standard Unit Trust D : Account Closing | $50,001 - $100,0007 | −28.7% |
| May 12, 2025 | Sold | WDCWestern Digital Corporation - Common Stock (WDC) | $15,001 - $50,0007 | −633.0% |
| May 12, 2025 | Sold | WMBF S : New S O : CRT - Standard Unit Trust D | $50,001 - $100,0007 | +11.2% |
| May 12, 2025 | Sold | WDAYS O : CRT - Standard Unit Trust D : Portfolio Rebala | $50,001 - $100,0007 | +58.7% |
| May 12, 2025 | Sold | ZTSS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +83.7% |
| May 12, 2025 | Sold | ZMS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +13.7% |
| May 8, 2025 | Bought | ADBEF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | −72.7% |
| May 8, 2025 | Bought | AMDAdvanced Micro Devices, Inc. - Common Stock (AMD) | $15,001 - $50,0007 | +383.3% |
| May 8, 2025 | Bought | AEOS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +21.8% |
| May 8, 2025 | Bought | AXPS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | −26.0% |
| May 8, 2025 | Sold | AONS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +54.7% |
| May 8, 2025 | Sold some | AAPLF S : New S O : CRT - Standard Unit Trust D | $500,001 - $1,000,0007 | −37.3% |
| May 8, 2025 | Sold some | AMATS O : CRT - Standard Unit Trust D : Account Closing | $50,001 - $100,0007 | −125.8% |
| May 8, 2025 | Sold some | APTVF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | +63.2% |
| May 8, 2025 | Sold some | BALLS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +14.5% |
| May 8, 2025 | Bought | BACS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0007 | −13.4% |
| May 8, 2025 | Sold some | BLKF S : New S O : CRT - Standard Unit Trust D | $50,001 - $100,0007 | +14.4% |
| May 8, 2025 | Sold | XYZS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0007 | −23.0% |
| May 8, 2025 | Bought | CCLS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | −8.7% |
| May 8, 2025 | Bought | CRLD : Account Closing Charles River Laboratories International, | $15,001 - $50,0007 | +75.7% |
| May 8, 2025 | Sold some | CVXChevron Corporation Common Stock (CVX) | $15,001 - $50,0007 | −27.6% |
| May 8, 2025 | Sold some | CTASS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +37.2% |
| May 8, 2025 | Bought | COINS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | −52.7% |
| May 8, 2025 | Bought | CEGS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | −36.3% |
| May 8, 2025 | Sold some | CTRAS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | – |
| May 8, 2025 | Bought | DVNS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +22.3% |
| May 8, 2025 | Bought | DXCMS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0007 | −35.8% |
| May 8, 2025 | Sold | ECLF S : New S O : CRT - Standard Unit Trust D | $100,001 - $250,0007 | +22.6% |
| May 8, 2025 | Bought | GEF S : New S O : CRT - Standard Unit Trust D | $50,001 - $100,0007 | +8.9% |
| May 8, 2025 | Bought | GSF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | +21.0% |
| May 8, 2025 | Bought | HALS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +25.9% |
| May 8, 2025 | Sold | HNIS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +34.9% |
| May 8, 2025 | Sold some | HDF S : New S O : CRT - Standard Unit Trust D | $50,001 - $100,0007 | +52.1% |
| May 8, 2025 | Bought | ISRGIntuitive Surgical, Inc. - Common Stock (ISRG) | $15,001 - $50,0007 | −57.1% |
| May 8, 2025 | Bought | LENS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | −65.7% |
| May 8, 2025 | Sold some | MRVLS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | −282.0% |
| May 8, 2025 | Sold | MDTS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +22.4% |
| May 8, 2025 | Bought | MSFTS O : CRT - Standard Unit Trust D : Account Closing | $500,001 - $1,000,0007 | −13.5% |
| May 8, 2025 | Bought | NVDAS O : CRT - Standard Unit Trust D : Account Closing | $100,001 - $250,0007 | +48.5% |
| May 8, 2025 | Bought | OXYS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0007 | +9.8% |
| May 8, 2025 | Bought | ORCLS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | −47.1% |
| May 8, 2025 | Bought | PANWPalo Alto Networks, Inc. (PANW) | $15,001 - $50,0007 | +59.8% |
| May 8, 2025 | Bought | CRMF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | −50.5% |
| May 8, 2025 | Sold some | TXNS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | −31.9% |
| May 8, 2025 | Bought | TTDS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | −114.7% |
| May 8, 2025 | Sold some | TDGS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +54.7% |
| May 8, 2025 | Sold | UPSS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +35.7% |
| May 8, 2025 | Sold | UNHS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0007 | +31.1% |
| May 8, 2025 | Bought | DISF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0007 | −31.4% |
| May 8, 2025 | Sold some | WDAYS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +60.5% |
| May 8, 2015LATE | Bought | DHRS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | +40.8% |
| May 8, 2015LATE | Bought | DALS O : CRT - Standard Unit Trust D : Account Closing | $15,001 - $50,0007 | −201.5% |
| April 17, 2025 | Sold | ABBVAbbVie Inc. Common Stock (ABBV) | $50,001 - $100,0008 | −18.4% |
| April 17, 2025 | Bought | AS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | +22.2% |
| April 17, 2025 | Bought | AMATS O : CRT - Standard Unit Trust D : Portfolio Rebala | $50,001 - $100,0008 | +151.1% |
| April 17, 2025 | Bought | ARESS O : CRT - Standard Unit Trust D : Portfolio Rebala | $50,001 - $100,0008 | −67.1% |
| April 17, 2025 | Bought | ADSKS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | −54.2% |
| April 17, 2025 | Sold some | AVGOS O : CRT - Standard Unit Trust D : Portfolio Rebala | $100,001 - $250,0008 | −45.6% |
| April 17, 2025 | Bought | CATF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0008 | +101.7% |
| April 17, 2025 | Bought | CMGS O : CRT - Standard Unit Trust D : Portfolio Rebala | $50,001 - $100,0008 | −84.6% |
| April 17, 2025 | Bought | CSXF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0008 | +29.3% |
| April 17, 2025 | Sold some | BUSES O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | −0.8% |
| April 17, 2025 | Sold | FBINS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | +68.8% |
| April 17, 2025 | Sold some | HEI.AS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | – |
| April 17, 2025 | Bought | LFUSS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | +108.0% |
| April 17, 2025 | Sold some | LULUS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | +107.1% |
| April 17, 2025 | Sold | MRKS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | −39.5% |
| April 17, 2025 | Sold some | METAS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | −0.3% |
| April 17, 2025 | Bought | NEES O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | −27.5% |
| April 17, 2025 | Bought | ROSTS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | +21.6% |
| April 17, 2025 | Bought | SPGIS O : CRT - Standard Unit Trust D : Portfolio Rebala | $50,001 - $100,0008 | −49.6% |
| April 17, 2025 | Sold | STAGS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | +39.0% |
| April 17, 2025 | Bought | SYKS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | −62.0% |
| April 17, 2025 | Bought | SNPSS O : CRT - Standard Unit Trust D : Portfolio Rebala | $50,001 - $100,0008 | −33.4% |
| April 17, 2025 | Sold some | CGS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | +45.1% |
| April 17, 2025 | Sold some | UPSS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | +45.2% |
| April 17, 2025 | Bought | WDCS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | +829.7% |
| April 17, 2025 | Sold some | ZTSS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | +93.5% |
| April 14, 2025 | Sold | S O : CRT - Standard Unit Trust D : Portfolio Rebala | $1,001 - $15,0008 | – |
| April 11, 2025 | Bought | AMGNF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0008 | +6.7% |
| April 11, 2025 | Bought | AMATS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | +137.8% |
| April 11, 2025 | Sold some | XYZS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | −3.7% |
| April 11, 2025 | Sold some | CLXF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0008 | +83.0% |
| April 11, 2025 | Bought | COPF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0008 | +25.0% |
| April 11, 2025 | Bought | CCIS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | −59.5% |
| April 11, 2025 | Sold | HRIS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | +36.7% |
| April 11, 2025 | Sold some | KEYSS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | −111.5% |
| April 11, 2025 | Sold | LGIHS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | +66.8% |
| April 11, 2025 | Bought | LMTS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | −32.4% |
| April 11, 2025 | Bought | LOWS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | −55.7% |
| April 11, 2025 | Bought | MCDMcDonald's Corporation Common Stock (MCD) | $15,001 - $50,0008 | −66.3% |
| April 11, 2025 | Bought | NFLXS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | −65.5% |
| April 11, 2025 | Sold | NSCS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | −4.2% |
| April 11, 2025 | Sold | PFEF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0008 | +10.2% |
| April 11, 2025 | Sold | SLBSchlumberger N.V. Common Stock (SLB) | $15,001 - $50,0008 | +2.1% |
| April 11, 2025 | Bought | SPOTS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | −46.9% |
| April 11, 2025 | Sold some | STAGS O : CRT - Standard Unit Trust D : Portfolio Rebala | $50,001 - $100,0008 | +31.0% |
| April 11, 2025 | Bought | WMTF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0008 | −17.5% |
| April 11, 2025 | Sold | WYS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | +69.4% |
| April 7, 2025 | Sold | ADBEF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0008 | +81.0% |
| April 7, 2025 | Sold some | AMDF S : New S O : CRT - Standard Unit Trust D | $50,001 - $100,0008 | −479.2% |
| April 7, 2025 | Bought | AKAMS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | −29.2% |
| April 7, 2025 | Bought | ALBAlbemarle Corporation Common Stock (ALB) | $15,001 - $50,0008 | +11.3% |
| April 7, 2025 | Sold | AXPS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | +19.2% |
| April 7, 2025 | Bought | AWKS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | −58.2% |
| April 7, 2025 | Bought | AAPLF S : New S O : CRT - Standard Unit Trust D | $100,001 - $250,0008 | +36.3% |
| April 7, 2025 | Bought | APPS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | −38.4% |
| April 7, 2025 | Bought | APTVS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | −66.7% |
| April 7, 2025 | Bought | ANETS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | +106.6% |
| April 7, 2025 | Sold | AVBS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | – |
| April 7, 2025 | Bought | BALLS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | −19.0% |
| April 7, 2025 | Sold | BACS O : CRT - Standard Unit Trust D : Portfolio Rebala | $50,001 - $100,0008 | +9.0% |
| April 7, 2025 | Bought | BLKBlackRock, Inc. Common Stock (BLK) | $50,001 - $100,0008 | −14.3% |
| April 7, 2025 | Bought | BKNGS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | −56.8% |
| April 7, 2025 | Sold | BCS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | +10.8% |
| April 7, 2025 | Bought | BKEF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0008 | −23.2% |
| April 7, 2025 | Sold | CCLS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | −4.6% |
| April 7, 2025 | Bought | CBOES O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | −1.1% |
| April 7, 2025 | Sold some | LNGS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | +15.0% |
| April 7, 2025 | Bought | CVXS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | +7.5% |
| April 7, 2025 | Bought | CTASS O : CRT - Standard Unit Trust D : Portfolio Rebala | $50,001 - $100,0008 | −40.9% |
| April 7, 2025 | Sold | CFGS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | −28.8% |
| April 7, 2025 | Bought | COPConocoPhillips Common Stock (COP) | $15,001 - $50,0008 | +18.0% |
| April 7, 2025 | Sold | DHRS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | +26.2% |
| April 7, 2025 | Sold | DVNS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | −24.3% |
| April 7, 2025 | Sold | DXCMS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | +13.4% |
| April 7, 2025 | Sold some | DFSS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | – |
| April 7, 2025 | Bought | ECLS O : CRT - Standard Unit Trust D : Portfolio Rebala | $100,001 - $250,0008 | −27.6% |
| April 7, 2025 | Bought | EWS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | −27.5% |
| April 7, 2025 | Bought | XOMS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | +16.7% |
| April 7, 2025 | Bought | FISS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | −100.6% |
| April 7, 2025 | Sold | FCXS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | −76.0% |
| April 7, 2025 | Sold | GEGE Aerospace Common Stock (GE) | $15,001 - $50,0008 | −33.0% |
| April 7, 2025 | Sold | GENS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | +48.3% |
| April 7, 2025 | Sold | GSF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0008 | −38.4% |
| April 7, 2025 | Sold | HALS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | −11.5% |
| April 7, 2025 | Sold | HOGS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | +31.9% |
| April 7, 2025 | Bought | HRIS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | −49.3% |
| April 7, 2025 | Sold | HLTS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | −15.0% |
| April 7, 2025 | Bought | HOMBS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | −38.1% |
| April 7, 2025 | Bought | HDF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0008 | −62.8% |
| April 7, 2025 | Sold | HONF S : New S O : CRT - Standard Unit Trust D | $15,001 - $50,0008 | +39.4% |
| April 7, 2025 | Bought | IDXXS O : CRT - Standard Unit Trust D : Portfolio Rebala | $50,001 - $100,0008 | −8.6% |
| April 7, 2025 | Sold | INTCS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | −334.3% |
| April 7, 2025 | Sold | IFFS O : CRT - Standard Unit Trust D : Portfolio Rebala | $15,001 - $50,0008 | +25.3% |
Showing the latest 400 of 630 trades.
Sources
Each trade links to the report it was filed on.
- 1Jefferson Shreve: periodic transaction report filed June 6, 2026https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034653.pdfH20034653
- 2Jefferson Shreve: periodic transaction report filed March 14, 2026https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034084.pdfH20034084
- 3Jefferson Shreve: periodic transaction report filed January 2, 2026https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20033709.pdfH20033709
- 4Jefferson Shreve: periodic transaction report filed December 31, 2025https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20033700.pdfH20033700
- 5Jefferson Shreve: periodic transaction report filed December 30, 2025https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20033699.pdfH20033699
- 6Jefferson Shreve: periodic transaction report filed December 14, 2025https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20033575.pdfH20033575
- 7Jefferson Shreve: periodic transaction report filed June 22, 2025https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030387.pdfH20030387
- 8Jefferson Shreve: periodic transaction report filed May 8, 2025https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030231.pdfH20030231