Resurgent Financial Advisors’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,009
| Closed | -$389K | – | 182 |
|
|
2024
Q2 | $389K | Sell |
2,009
-228
| -10% | -$44.2K | 0.24% | 119 |
|
|
2024
Q1 | $489K | Sell |
2,237
-491
| -18% | -$107K | 0.26% | 107 |
|
|
2023
Q4 | $527K | Sell |
2,728
-50
| -2% | -$9.65K | 0.32% | 79 |
|
|
2023
Q3 | $457K | Buy |
2,778
+157
| +6% | +$25.8K | 0.31% | 84 |
|
|
2023
Q2 | $412K | Buy |
+2,621
| New | +$412K | 0.27% | 85 |
|
|
2023
Q1 | – | Sell |
-373
| Closed | -$47.4K | – | 533 |
|
|
2022
Q4 | $47.4K | Buy |
+373
| New | +$47.4K | 0.03% | 432 |
|