Allworth Financial’s Insperity NSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121 | Sell |
2
-11
| -85% | -$666 | ﹤0.01% | 4371 |
|
|
2025
Q1 | $1.02K | Sell |
13
-15
| -54% | -$1.17K | ﹤0.01% | 3455 |
|
|
2024
Q4 | $2.22K | Sell |
28
-26
| -48% | -$2.06K | ﹤0.01% | 3111 |
|
|
2024
Q3 | $4.77K | Sell |
54
-153
| -74% | -$13.5K | ﹤0.01% | 2584 |
|
|
2024
Q2 | $20.8K | Buy |
207
+190
| +1,118% | +$19.1K | ﹤0.01% | 1856 |
|
|
2024
Q1 | $1.86K | Buy |
17
+3
| +21% | +$329 | ﹤0.01% | 2832 |
|
|
2023
Q4 | $1.64K | Sell |
14
-12
| -46% | -$1.41K | ﹤0.01% | 2761 |
|
|
2023
Q3 | $2.54K | Buy |
26
+23
| +767% | +$2.25K | ﹤0.01% | 2421 |
|
|
2023
Q2 | $357 | Hold |
3
| – | – | ﹤0.01% | 2965 |
|
|
2023
Q1 | $365 | Hold |
3
| – | – | ﹤0.01% | 2900 |
|
|
2022
Q4 | $341 | Hold |
3
| – | – | ﹤0.01% | 2712 |
|
|
2022
Q3 | $0 | Buy |
3
+1
| +50% | – | ﹤0.01% | 2953 |
|
|
2022
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2663 |
|