Marshall Financial Group (Maryland)’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
2,780
+69
| +3% | +$30.9K | 0.24% | 87 |
|
|
2025
Q1 | $1.23M | Buy |
2,711
+131
| +5% | +$59.6K | 0.27% | 82 |
|
|
2024
Q4 | $1.24M | Sell |
2,580
-8
| -0.3% | -$3.84K | 0.3% | 81 |
|
|
2024
Q3 | $1.19M | Buy |
2,588
+40
| +2% | +$18.4K | 0.28% | 91 |
|
|
2024
Q2 | $1.04M | Buy |
2,548
+86
| +3% | +$35.1K | 0.29% | 89 |
|
|
2024
Q1 | $1.12M | Buy |
2,462
+183
| +8% | +$83.2K | 0.32% | 80 |
|
|
2023
Q4 | $1.09M | Sell |
2,279
-66
| -3% | -$31.5K | 0.35% | 70 |
|
|
2023
Q3 | $1.03M | Buy |
2,345
+10
| +0.4% | +$4.37K | 0.37% | 65 |
|
|
2023
Q2 | $936K | Buy |
2,335
+32
| +1% | +$12.8K | 0.32% | 77 |
|
|
2023
Q1 | $956K | Sell |
2,303
-244
| -10% | -$101K | 0.34% | 75 |
|
|
2022
Q4 | $1.02M | Sell |
2,547
-6
| -0.2% | -$2.41K | 0.4% | 83 |
|
|
2022
Q3 | $1.02M | Sell |
2,553
-55
| -2% | -$22K | 0.43% | 62 |
|
|
2022
Q2 | $1M | Sell |
2,608
-406
| -13% | -$156K | 0.4% | 68 |
|
|
2022
Q1 | $1.31M | Buy |
3,014
+8
| +0.3% | +$3.47K | 0.54% | 57 |
|
|
2021
Q4 | $1.46M | Sell |
3,006
-189
| -6% | -$91.9K | 0.54% | 48 |
|
|
2021
Q3 | $1.26M | Buy |
3,195
+170
| +6% | +$67.1K | 0.65% | 42 |
|
|
2021
Q2 | $1.02M | Sell |
3,025
-295
| -9% | -$99K | 0.55% | 56 |
|
|
2021
Q1 | $1.03M | Buy |
3,320
+139
| +4% | +$42.9K | 0.61% | 68 |
|
|
2020
Q4 | $1.06M | Buy |
+3,181
| New | +$1.06M | 0.69% | 58 |
|