Global Financial Private Client’s First Advantage FA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-13
Closed -$183 675
2025
Q1
$183 Buy
13
+6
+86% +$84 ﹤0.01% 1537
2024
Q4
$131 Buy
+7
New +$131 ﹤0.01% 1418