Global Financial Private Client’s Nasdaq NDAQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Buy
12,109
+219
+2% +$19.6K 0.41% 74
2025
Q1
$902K Sell
11,890
-225
-2% -$17.1K 0.34% 80
2024
Q4
$937K Buy
12,115
+1,709
+16% +$132K 0.35% 82
2024
Q3
$760K Buy
10,406
+4,839
+87% +$353K 0.3% 94
2024
Q2
$335K Buy
+5,567
New +$335K 0.14% 151