FourThought Financial Partners’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $698K | Buy |
1,561
+104
| +7% | +$46.5K | 0.07% | 157 |
|
|
2025
Q1 | $662K | Buy |
1,457
+20
| +1% | +$9.09K | 0.07% | 157 |
|
|
2024
Q4 | $690K | Sell |
1,437
-41
| -3% | -$19.7K | 0.07% | 158 |
|
|
2024
Q3 | $680K | Buy |
1,478
+15
| +1% | +$6.9K | 0.08% | 122 |
|
|
2024
Q2 | $597K | Buy |
1,463
+54
| +4% | +$22.1K | 0.08% | 137 |
|
|
2024
Q1 | $640K | Buy |
1,409
+97
| +7% | +$44.1K | 0.07% | 171 |
|
|
2023
Q4 | $626K | Sell |
1,312
-38
| -3% | -$18.1K | 0.08% | 168 |
|
|
2023
Q3 | $590K | Sell |
1,350
-48
| -3% | -$21K | 0.08% | 166 |
|
|
2023
Q2 | $560K | Buy |
1,398
+162
| +13% | +$64.9K | 0.07% | 173 |
|
|
2023
Q1 | $513K | Sell |
1,236
-194
| -14% | -$80.6K | 0.07% | 178 |
|
|
2022
Q4 | $574K | Buy |
+1,430
| New | +$574K | 0.08% | 175 |
|