Farther Finance Advisors’s Insperity NSP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.48K | Sell |
124
-1,405
| -92% | -$84.7K | ﹤0.01% | 3205 |
|
2025
Q1 | $138K | Sell |
1,529
-1,207
| -44% | -$109K | ﹤0.01% | 1389 |
|
2024
Q4 | $212K | Sell |
2,736
-1,347
| -33% | -$104K | 0.01% | 964 |
|
2024
Q3 | $359K | Sell |
4,083
-901
| -18% | -$79.3K | 0.01% | 729 |
|
2024
Q2 | $449K | Buy |
4,984
+1,842
| +59% | +$166K | 0.02% | 514 |
|
2024
Q1 | $338K | Buy |
3,142
+3,095
| +6,585% | +$333K | 0.02% | 490 |
|
2023
Q4 | $5.54K | Buy |
47
+21
| +81% | +$2.47K | ﹤0.01% | 1914 |
|
2023
Q3 | $2.55K | Buy |
+26
| New | +$2.55K | ﹤0.01% | 1764 |
|
2023
Q2 | – | Sell |
-11
| Closed | -$1.34K | – | 2542 |
|
2023
Q1 | $1.34K | Buy |
+11
| New | +$1.34K | ﹤0.01% | 1770 |
|