STALEY CAPITAL ADVISERS’s Forian FORA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Hold |
1,099,600
| – | – | 0.09% | 79 |
|
|
2025
Q1 | $2.2M | Sell |
1,099,600
-400
| -0% | -$800 | 0.1% | 77 |
|
|
2024
Q4 | $2.27M | Hold |
1,100,000
| – | – | 0.1% | 74 |
|
|
2024
Q3 | $2.38M | Hold |
1,100,000
| – | – | 0.11% | 73 |
|
|
2024
Q2 | $2.92M | Hold |
1,100,000
| – | – | 0.13% | 65 |
|
|
2024
Q1 | $3.65M | Sell |
1,100,000
-8,003
| -0.7% | -$26.6K | 0.17% | 60 |
|
|
2023
Q4 | $3.24M | Buy |
1,108,003
+8,003
| +0.7% | +$23.4K | 0.16% | 62 |
|
|
2023
Q3 | $2.45M | Hold |
1,100,000
| – | – | 0.14% | 66 |
|
|
2023
Q2 | $2.7M | Buy |
1,100,000
+53,142
| +5% | +$130K | 0.15% | 64 |
|
|
2023
Q1 | $3.99M | Sell |
1,046,858
-3,142
| -0.3% | -$12K | 0.22% | 57 |
|
|
2022
Q4 | $2.87M | Hold |
1,050,000
| – | – | 0.17% | 63 |
|
|
2022
Q3 | $3.52M | Buy |
1,050,000
+4,998
| +0.5% | +$16.7K | 0.22% | 58 |
|
|
2022
Q2 | $4.59M | Buy |
1,045,002
+445,002
| +74% | +$1.95M | 0.27% | 50 |
|
|
2022
Q1 | $4.18M | Buy |
600,000
+545,151
| +994% | +$3.79M | 0.21% | 61 |
|
|
2021
Q4 | $495K | Buy |
+54,849
| New | +$495K | 0.02% | 129 |
|