Nations Financial Group’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-717
| Closed | -$345K | – | 672 |
|
|
2024
Q4 | $345K | Buy |
717
+119
| +20% | +$57.2K | 0.03% | 520 |
|
|
2024
Q3 | $275K | Buy |
+598
| New | +$275K | 0.02% | 578 |
|
|
2022
Q1 | – | Sell |
-992
| Closed | -$482K | – | 535 |
|
|
2021
Q4 | $482K | Sell |
992
-21
| -2% | -$10.2K | 0.06% | 298 |
|
|
2021
Q3 | $400K | Buy |
+1,013
| New | +$400K | 0.06% | 305 |
|
|
2021
Q1 | – | Sell |
-4,273
| Closed | -$1.42M | – | 352 |
|
|
2020
Q4 | $1.42M | Sell |
4,273
-2,983
| -41% | -$992K | 0.37% | 67 |
|
|
2020
Q3 | $2.43M | Sell |
7,256
-69
| -0.9% | -$23.1K | 0.75% | 27 |
|
|
2020
Q2 | $2.41M | Buy |
7,325
+111
| +2% | +$36.5K | 0.85% | 23 |
|
|
2020
Q1 | $1.88M | Buy |
7,214
+5
| +0.1% | +$1.3K | 0.8% | 27 |
|
|
2019
Q4 | $1.93M | Buy |
7,209
+104
| +1% | +$27.9K | 0.67% | 28 |
|
|
2019
Q3 | $1.8M | Buy |
+7,105
| New | +$1.8M | 0.65% | 32 |
|