LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,220 shares; 2024Q4: 23,062 shares; 2025Q1: 21,785 shares; 2025Q2: 22,335 shares; 2025Q3: 21,959 shares; 2025Q4: 21,484 shares 21,484 $23.1M 10.69% -475 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,868 shares; 2024Q4: 69,245 shares; 2025Q1: 67,228 shares; 2025Q2: 67,375 shares; 2025Q3: 65,455 shares; 2025Q4: 63,470 shares 63,470 $19.9M 9.22% -1,985 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,104 shares; 2024Q4: 60,546 shares; 2025Q1: 59,605 shares; 2025Q2: 59,776 shares; 2025Q3: 59,078 shares; 2025Q4: 58,804 shares 58,804 $16M 7.4% -274 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,295 shares; 2024Q4: 32,884 shares; 2025Q1: 32,581 shares; 2025Q2: 32,269 shares; 2025Q3: 31,297 shares; 2025Q4: 31,313 shares 31,313 $15.1M 7.01% +16 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,672 shares; 2024Q4: 41,462 shares; 2025Q1: 41,062 shares; 2025Q2: 41,187 shares; 2025Q3: 40,619 shares; 2025Q4: 40,354 shares 40,354 $13M 6.02% -265 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,424 shares; 2024Q4: 54,980 shares; 2025Q1: 54,536 shares; 2025Q2: 54,863 shares; 2025Q3: 54,311 shares; 2025Q4: 54,574 shares 54,574 $12.6M 5.83% +263 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,818 shares; 2024Q4: 23,113 shares; 2025Q1: 22,604 shares; 2025Q2: 22,400 shares; 2025Q3: 22,347 shares; 2025Q4: 22,215 shares 22,215 $11.2M 5.17% -132 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,453 shares; 2024Q4: 31,280 shares; 2025Q1: 30,647 shares; 2025Q2: 30,636 shares; 2025Q3: 30,539 shares; 2025Q4: 30,604 shares 30,604 $10.7M 4.97% +65 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,386 shares; 2024Q4: 85,436 shares; 2025Q1: 85,740 shares; 2025Q2: 86,545 shares; 2025Q3: 86,093 shares; 2025Q4: 88,362 shares 88,362 $7.71M 3.57% +2,269 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,474 shares; 2025Q1: 6,735 shares; 2025Q2: 6,831 shares; 2025Q3: 6,802 shares; 2025Q4: 6,769 shares 6,769 $7.24M 3.35% -33 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,170 shares; 2024Q4: 20,342 shares; 2025Q1: 20,705 shares; 2025Q2: 20,987 shares; 2025Q3: 20,910 shares; 2025Q4: 21,001 shares 21,001 $7.23M 3.34% +91 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,147 shares; 2024Q4: 33,536 shares; 2025Q1: 33,146 shares; 2025Q2: 33,180 shares; 2025Q3: 32,588 shares; 2025Q4: 32,486 shares 32,486 $6.72M 3.11% -102 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,571 shares; 2024Q4: 36,446 shares; 2025Q1: 36,257 shares; 2025Q2: 36,301 shares; 2025Q3: 35,967 shares; 2025Q4: 35,780 shares 35,780 $6.56M 3.04% -187 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,381 shares; 2024Q4: 18,183 shares; 2025Q1: 17,956 shares; 2025Q2: 18,153 shares; 2025Q3: 17,875 shares; 2025Q4: 18,003 shares 18,003 $6.33M 2.93% +128 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,270 shares; 2024Q4: 8,111 shares; 2025Q1: 7,698 shares; 2025Q2: 7,458 shares; 2025Q3: 7,212 shares; 2025Q4: 7,169 shares 7,169 $6.18M 2.86% -43 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,631 shares; 2024Q4: 11,744 shares; 2025Q1: 11,712 shares; 2025Q2: 11,770 shares; 2025Q3: 11,534 shares; 2025Q4: 11,501 shares 11,501 $5.56M 2.57% -33 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,509 shares; 2024Q4: 17,537 shares; 2025Q1: 17,447 shares; 2025Q2: 15,687 shares; 2025Q3: 15,600 shares; 2025Q4: 16,107 shares 16,107 $5.32M 2.46% +507 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,590 shares; 2024Q4: 21,449 shares; 2025Q1: 21,551 shares; 2025Q2: 21,991 shares; 2025Q3: 21,388 shares; 2025Q4: 21,313 shares 21,313 $5.25M 2.43% -75 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,895 shares; 2024Q4: 29,965 shares; 2025Q1: 32,258 shares; 2025Q2: 32,886 shares; 2025Q3: 32,731 shares; 2025Q4: 33,648 shares 33,648 $5.21M 2.41% +917 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,823 shares; 2024Q4: 34,651 shares; 2025Q1: 34,835 shares; 2025Q2: 35,105 shares; 2025Q3: 34,689 shares; 2025Q4: 33,466 shares 33,466 $4.8M 2.22% -1,223 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,323 shares; 2024Q4: 20,218 shares; 2025Q1: 20,864 shares; 2025Q2: 21,324 shares; 2025Q3: 21,182 shares; 2025Q4: 21,340 shares 21,340 $4.45M 2.06% +158 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,885 shares; 2025Q1: 2,915 shares; 2025Q2: 3,100 shares; 2025Q3: 3,092 shares; 2025Q4: 3,092 shares 3,092 $3.31M 1.53% 0 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95,675 shares 95,675 $3.3M 1.53% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 970 shares; 2025Q1: 1,455 shares; 2025Q2: 1,430 shares; 2025Q3: 7,179 shares; 2025Q4: 7,208 shares 7,208 $2.55M 1.18% +29 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,491 shares; 2024Q4: 11,491 shares; 2025Q1: 11,491 shares; 2025Q2: 11,491 shares; 2025Q3: 11,491 shares; 2025Q4: 11,491 shares 11,491 $849K 0.39% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.35% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,935 shares; 2024Q4: 16,685 shares; 2025Q1: 17,110 shares; 2025Q2: 17,110 shares; 2025Q3: 19,660 shares; 2025Q4: 19,510 shares 19,510 $707K 0.33% -150 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 1,550 shares; 2025Q1: 1,300 shares; 2025Q2: 1,250 shares; 2025Q3: 1,100 shares; 2025Q4: 1,050 shares 1,050 $536K 0.25% -50 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,970 shares; 2024Q4: 9,970 shares; 2025Q1: 9,970 shares; 2025Q2: 9,970 shares; 2025Q3: 9,970 shares; 2025Q4: 9,970 shares 9,970 $532K 0.25% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,700 shares; 2024Q4: 18,600 shares; 2025Q1: 18,350 shares; 2025Q2: 18,300 shares; 2025Q3: 17,850 shares; 2025Q4: 17,950 shares 17,950 $493K 0.23% +100 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,325 shares; 2025Q4: 1,315 shares 1,315 $412K 0.19% -10 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares 1,550 $378K 0.17% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,827 shares; 2024Q4: 1,827 shares; 2025Q1: not reported; 2025Q2: 1,942 shares; 2025Q3: 1,942 shares; 2025Q4: 1,992 shares 1,992 $372K 0.17% +50 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares 2,800 $323K 0.15% 0 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,005 shares; 2024Q4: 24,225 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,350 shares; 2025Q4: 6,400 shares 6,400 $315K 0.15% +1,050 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,359 shares; 2025Q3: 2,359 shares; 2025Q4: 2,359 shares 2,359 $304K 0.14% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,244 shares; 2024Q4: 1,244 shares; 2025Q1: 1,244 shares; 2025Q2: 1,244 shares; 2025Q3: 1,244 shares; 2025Q4: 1,244 shares 1,244 $284K 0.13% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 1,002 shares; 2025Q1: 925 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $240K 0.11% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,325 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,700 shares 5,700 $209K 0.1% new Timeline