Janney Montgomery Scott’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.3M | Sell |
1,161,809
-24,195
| -2% | -$672K | 0.08% | 237 |
|
|
2025
Q1 | $30.7M | Sell |
1,186,004
-12,780
| -1% | -$331K | 0.09% | 229 |
|
|
2024
Q4 | $31.9M | Sell |
1,198,784
-15,672
| -1% | -$418K | 0.09% | 219 |
|
|
2024
Q3 | $40.2M | Buy |
1,214,456
+73,303
| +6% | +$2.43M | 0.11% | 184 |
|
|
2024
Q2 | $21.4M | Buy |
1,141,153
+69,667
| +7% | +$1.3M | 0.07% | 303 |
|
|
2024
Q1 | $22.8M | Buy |
1,071,486
+695,418
| +185% | +$14.8M | 0.07% | 295 |
|
|
2023
Q4 | $7.77M | Buy |
376,068
+45,516
| +14% | +$940K | 0.03% | 583 |
|
|
2023
Q3 | $6.29M | Buy |
330,552
+10,820
| +3% | +$206K | 0.02% | 582 |
|
|
2023
Q2 | $7.41M | Buy |
319,732
+25,500
| +9% | +$591K | 0.03% | 559 |
|
|
2023
Q1 | $7.7M | Buy |
294,232
+14,800
| +5% | +$387K | 0.03% | 499 |
|
|
2022
Q4 | $7.67M | Buy |
+279,432
| New | +$7.67M | 0.03% | 520 |
|