Mackenzie Financial’s Insperity NSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.92M Buy
48,505
+5,461
+13% +$328K ﹤0.01% 701
2025
Q1
$3.84M Buy
43,044
+1,785
+4% +$159K 0.01% 629
2024
Q4
$3.2M Sell
41,259
-1,162
-3% -$90.1K ﹤0.01% 653
2024
Q3
$3.73M Sell
42,421
-11,137
-21% -$980K 0.01% 603
2024
Q2
$4.89M Sell
53,558
-40,489
-43% -$3.69M 0.01% 555
2024
Q1
$10.3M Buy
94,047
+22,117
+31% +$2.42M 0.01% 433
2023
Q4
$8.43M Buy
71,930
+34,010
+90% +$3.99M 0.01% 458
2023
Q3
$3.64M Buy
37,920
+100
+0.3% +$9.59K 0.01% 597
2023
Q2
$4.52M Buy
37,820
+7,007
+23% +$838K 0.01% 575
2023
Q1
$3.75M Sell
30,813
-12,147
-28% -$1.48M 0.01% 607
2022
Q4
$4.88M Buy
42,960
+11,766
+38% +$1.34M 0.01% 520
2022
Q3
$3.19M Buy
31,194
+23,197
+290% +$2.37M 0.01% 598
2022
Q2
$798K Buy
7,997
+2,584
+48% +$258K ﹤0.01% 868
2022
Q1
$544K Buy
5,413
+138
+3% +$13.9K ﹤0.01% 974
2021
Q4
$623K Sell
5,275
-4
-0.1% -$472 ﹤0.01% 968
2021
Q3
$585K Buy
5,279
+2,379
+82% +$264K ﹤0.01% 976
2021
Q2
$262K Buy
+2,900
New +$262K ﹤0.01% 1094
2020
Q1
Sell
-4,950
Closed -$426K 1141
2019
Q4
$426K Sell
4,950
-373,440
-99% -$32.1M ﹤0.01% 890
2019
Q3
$37.3M Buy
378,390
+263,937
+231% +$26M 0.1% 186
2019
Q2
$14M Sell
114,453
-19,164
-14% -$2.34M 0.04% 276
2019
Q1
$16.5M Sell
133,617
-4,970
-4% -$615K 0.04% 294
2018
Q4
$12.9M Buy
138,587
+30,850
+29% +$2.88M 0.03% 317
2018
Q3
$12.7M Buy
107,737
+32,513
+43% +$3.84M 0.03% 297
2018
Q2
$7.17M Sell
75,224
-400
-0.5% -$38.1K 0.02% 377
2018
Q1
$5.26M Sell
75,624
-200
-0.3% -$13.9K 0.01% 426
2017
Q4
$4.35M Sell
75,824
-200
-0.3% -$11.5K 0.01% 448
2017
Q3
$3.35M Hold
76,024
0.02% 353
2017
Q2
$2.7M Hold
76,024
0.02% 354
2017
Q1
$3.37M Buy
76,024
+19,322
+34% +$857K 0.02% 339
2016
Q4
$2.01M Sell
56,702
-200
-0.4% -$7.1K 0.01% 380
2016
Q3
$2.07M Sell
56,902
-4,400
-7% -$160K 0.01% 324
2016
Q2
$2.37M Buy
+61,302
New +$2.37M 0.01% 406
2015
Q1
Sell
-142,300
Closed -$2.41M 783
2014
Q4
$2.41M Sell
142,300
-12,500
-8% -$212K 0.01% 391
2014
Q3
$2.12M Buy
154,800
+34,800
+29% +$476K 0.01% 384
2014
Q2
$1.98M Hold
120,000
0.01% 408
2014
Q1
$1.86M Buy
+120,000
New +$1.86M 0.01% 401