Janney Montgomery Scott’s Factset FDS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $19M | Sell |
42,509
-9,165
| -18% | -$4.1M | 0.05% | 349 |
|
2025
Q1 | $23.5M | Buy |
51,674
+14,514
| +39% | +$6.6M | 0.07% | 287 |
|
2024
Q4 | $17.8M | Buy |
37,160
+377
| +1% | +$181K | 0.05% | 371 |
|
2024
Q3 | $16.9M | Buy |
36,783
+845
| +2% | +$389K | 0.05% | 388 |
|
2024
Q2 | $14.7M | Buy |
35,938
+7,977
| +29% | +$3.26M | 0.04% | 401 |
|
2024
Q1 | $12.7M | Buy |
27,961
+2,260
| +9% | +$1.03M | 0.04% | 450 |
|
2023
Q4 | $12.3M | Buy |
25,701
+154
| +0.6% | +$73.5K | 0.04% | 437 |
|
2023
Q3 | $11.2M | Sell |
25,547
-1,141
| -4% | -$499K | 0.04% | 398 |
|
2023
Q2 | $10.7M | Buy |
26,688
+1,438
| +6% | +$576K | 0.04% | 443 |
|
2023
Q1 | $10.5M | Buy |
25,250
+3,759
| +17% | +$1.56M | 0.04% | 398 |
|
2022
Q4 | $8.62M | Sell |
21,491
-978
| -4% | -$392K | 0.03% | 480 |
|
2022
Q3 | $8.99M | Sell |
22,469
-69
| -0.3% | -$27.6K | 0.04% | 420 |
|
2022
Q2 | $8.62M | Buy |
22,538
+2,056
| +10% | +$786K | 0.04% | 410 |
|
2022
Q1 | $8.89M | Buy |
20,482
+418
| +2% | +$181K | 0.04% | 404 |
|
2021
Q4 | $9.75M | Sell |
20,064
-2,896
| -13% | -$1.41M | 0.04% | 407 |
|
2021
Q3 | $9.06M | Buy |
22,960
+1,043
| +5% | +$412K | 0.04% | 402 |
|
2021
Q2 | $7.36M | Buy |
21,917
+1,438
| +7% | +$483K | 0.03% | 461 |
|
2021
Q1 | $6.32M | Sell |
20,479
-748
| -4% | -$231K | 0.03% | 473 |
|
2020
Q4 | $7.06M | Buy |
21,227
+2,689
| +15% | +$894K | 0.03% | 427 |
|
2020
Q3 | $6.21M | Buy |
18,538
+842
| +5% | +$282K | 0.04% | 414 |
|
2020
Q2 | $5.81M | Buy |
17,696
+864
| +5% | +$284K | 0.04% | 401 |
|
2020
Q1 | $4.39M | Buy |
16,832
+4,771
| +40% | +$1.24M | 0.03% | 430 |
|
2019
Q4 | $3.24M | Sell |
12,061
-4,125
| -25% | -$1.11M | 0.02% | 614 |
|
2019
Q3 | $3.93M | Buy |
16,186
+4,730
| +41% | +$1.15M | 0.03% | 516 |
|
2019
Q2 | $3.28M | Buy |
11,456
+3,972
| +53% | +$1.14M | 0.03% | 549 |
|
2019
Q1 | $1.86M | Buy |
7,484
+601
| +9% | +$149K | 0.02% | 744 |
|
2018
Q4 | $1.38M | Buy |
6,883
+619
| +10% | +$124K | 0.01% | 778 |
|
2018
Q3 | $1.4M | Buy |
6,264
+1,168
| +23% | +$261K | 0.01% | 850 |
|
2018
Q2 | $1.01M | Buy |
5,096
+101
| +2% | +$20K | 0.01% | 975 |
|
2018
Q1 | $996K | Buy |
4,995
+111
| +2% | +$22.1K | 0.01% | 964 |
|
2017
Q4 | $941K | Buy |
4,884
+196
| +4% | +$37.8K | 0.01% | 973 |
|
2017
Q3 | $844K | Sell |
4,688
-2,494
| -35% | -$449K | 0.01% | 1004 |
|
2017
Q2 | $1.19M | Sell |
7,182
-3,686
| -34% | -$613K | 0.01% | 796 |
|
2017
Q1 | $1.79M | Buy |
10,868
+4,447
| +69% | +$733K | 0.02% | 596 |
|
2016
Q4 | $1.05M | Buy |
6,421
+900
| +16% | +$147K | 0.02% | 760 |
|
2016
Q3 | $895K | Buy |
5,521
+2,203
| +66% | +$357K | 0.02% | 710 |
|
2016
Q2 | $536K | Buy |
+3,318
| New | +$536K | 0.01% | 516 |
|