Advisory Research’s First Advantage FA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-212,446
| Closed | -$3.98M | – | 150 |
|
|
2024
Q4 | $3.98M | Buy |
212,446
+1,216
| +0.6% | +$22.8K | 0.66% | 40 |
|
|
2024
Q3 | $4.19M | Sell |
211,230
-12,338
| -6% | -$245K | 0.74% | 41 |
|
|
2024
Q2 | $3.59M | Buy |
223,568
+467
| +0.2% | +$7.51K | 0.68% | 41 |
|
|
2024
Q1 | $3.62M | Buy |
223,101
+2,010
| +0.9% | +$32.6K | 0.72% | 39 |
|
|
2023
Q4 | $3.66M | Sell |
221,091
-20,205
| -8% | -$335K | 0.57% | 39 |
|
|
2023
Q3 | $3.33M | Sell |
241,296
-4,515
| -2% | -$62.3K | 0.46% | 50 |
|
|
2023
Q2 | $3.79M | Sell |
245,811
-5,717
| -2% | -$88.1K | 0.49% | 48 |
|
|
2023
Q1 | $3.51M | Buy |
251,528
+367
| +0.1% | +$5.12K | 0.58% | 42 |
|
|
2022
Q4 | $3.27M | Buy |
251,161
+6,768
| +3% | +$88K | 0.31% | 54 |
|
|
2022
Q3 | $3.14M | Sell |
244,393
-2,136
| -0.9% | -$27.4K | 0.31% | 63 |
|
|
2022
Q2 | $3.12M | Buy |
246,529
+57,779
| +31% | +$732K | 0.31% | 63 |
|
|
2022
Q1 | $3.81M | Buy |
+188,750
| New | +$3.81M | 0.31% | 59 |
|