FAFN
First Affirmative Financial Network’s Thomson Reuters TRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $426K | Buy |
2,465
+265
| +12% | +$45.8K | 0.26% | 108 |
|
|
2024
Q4 | $353K | Buy |
2,200
+288
| +15% | +$46.2K | 0.2% | 134 |
|
|
2024
Q3 | $326K | Buy |
1,912
+406
| +27% | +$69.3K | 0.18% | 155 |
|
|
2024
Q2 | $254K | Buy |
1,506
+29
| +2% | +$4.89K | 0.18% | 180 |
|
|
2024
Q1 | $230K | Sell |
1,477
-98
| -6% | -$15.3K | 0.17% | 199 |
|
|
2023
Q4 | $230K | Sell |
1,575
-157
| -9% | -$23K | 0.18% | 188 |
|
|
2023
Q3 | $212K | Sell |
1,732
-65
| -4% | -$7.95K | 0.21% | 170 |
|
|
2023
Q2 | $243K | Sell |
1,797
-237
| -12% | -$32K | 0.24% | 137 |
|
|
2023
Q1 | $265K | Sell |
2,034
-394
| -16% | -$51.3K | 0.31% | 100 |
|
|
2022
Q4 | $277K | Sell |
2,428
-711
| -23% | -$81.1K | 0.34% | 95 |
|
|
2022
Q3 | $322K | Sell |
3,139
-658
| -17% | -$67.5K | 0.41% | 73 |
|
|
2022
Q2 | $396K | Sell |
3,797
-503
| -12% | -$52.5K | 0.45% | 59 |
|
|
2022
Q1 | $468K | Buy |
4,300
+63
| +1% | +$6.86K | 0.45% | 58 |
|
|
2021
Q4 | $507K | Buy |
4,237
+217
| +5% | +$26K | 0.46% | 53 |
|
|
2021
Q3 | $444K | Buy |
+4,020
| New | +$444K | 0.46% | 56 |
|