Mount Yale Investment Advisors’s FirstCash FCFS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $532K | Sell |
3,934
-223
| -5% | -$30.1K | 0.04% | 327 |
|
2025
Q1 | $500K | Buy |
4,157
+843
| +25% | +$101K | 0.04% | 326 |
|
2024
Q4 | $343K | Buy |
3,314
+3
| +0.1% | +$311 | 0.03% | 408 |
|
2024
Q3 | $380K | Buy |
3,311
+366
| +12% | +$42K | 0.04% | 381 |
|
2024
Q2 | $309K | Sell |
2,945
-18
| -0.6% | -$1.89K | 0.02% | 426 |
|
2024
Q1 | $378K | Buy |
2,963
+405
| +16% | +$51.7K | 0.03% | 405 |
|
2023
Q4 | $277K | Sell |
2,558
-26
| -1% | -$2.82K | 0.03% | 432 |
|
2023
Q3 | $259K | Buy |
+2,584
| New | +$259K | 0.03% | 419 |
|
2023
Q2 | – | Sell |
-2,147
| Closed | -$205K | – | 490 |
|
2023
Q1 | $205K | Buy |
+2,147
| New | +$205K | 0.02% | 460 |
|
2018
Q4 | – | Sell |
-257
| Closed | -$22K | – | 467 |
|
2018
Q3 | $22K | Buy |
257
+48
| +23% | +$4.11K | ﹤0.01% | 756 |
|
2018
Q2 | $19K | Buy |
209
+70
| +50% | +$6.36K | ﹤0.01% | 798 |
|
2018
Q1 | $11K | Buy |
+139
| New | +$11K | ﹤0.01% | 830 |
|