Steward Partners Investment Advisory’s Insperity NSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.21K | Sell |
120
-67
| -36% | -$4.02K | ﹤0.01% | 3346 |
|
|
2025
Q1 | $16.7K | Hold |
187
| – | – | ﹤0.01% | 2887 |
|
|
2024
Q4 | $14.5K | Buy |
187
+3
| +2% | +$232 | ﹤0.01% | 2941 |
|
|
2024
Q3 | $16.2K | Buy |
184
+17
| +10% | +$1.5K | ﹤0.01% | 2747 |
|
|
2024
Q2 | $15.2K | Buy |
167
+12
| +8% | +$1.09K | ﹤0.01% | 2632 |
|
|
2024
Q1 | $17K | Hold |
155
| – | – | ﹤0.01% | 2586 |
|
|
2023
Q4 | $18.1K | Sell |
155
-6,975
| -98% | -$816K | ﹤0.01% | 2449 |
|
|
2023
Q3 | $696K | Buy |
7,130
+6,976
| +4,530% | +$681K | 0.01% | 800 |
|
|
2023
Q2 | $18.3K | Sell |
154
-6,976
| -98% | -$830K | ﹤0.01% | 2331 |
|
|
2023
Q1 | $867K | Buy |
7,130
+1
| +0% | +$122 | 0.01% | 740 |
|
|
2022
Q4 | $810K | Hold |
7,129
| – | – | 0.01% | 742 |
|
|
2022
Q3 | $728K | Sell |
7,129
-20
| -0.3% | -$2.04K | 0.01% | 739 |
|
|
2022
Q2 | $714K | Sell |
7,149
-404
| -5% | -$40.3K | 0.01% | 745 |
|
|
2022
Q1 | $759K | Sell |
7,553
-155
| -2% | -$15.6K | 0.01% | 779 |
|
|
2021
Q4 | $910K | Sell |
7,708
-11
| -0.1% | -$1.3K | 0.01% | 732 |
|
|
2021
Q3 | $855K | Sell |
7,719
-264
| -3% | -$29.2K | 0.01% | 718 |
|
|
2021
Q2 | $721K | Buy |
7,983
+307
| +4% | +$27.7K | 0.01% | 795 |
|
|
2021
Q1 | $643K | Sell |
7,676
-11
| -0.1% | -$921 | 0.01% | 790 |
|
|
2020
Q4 | $626K | Sell |
7,687
-313
| -4% | -$25.5K | 0.01% | 694 |
|
|
2020
Q3 | $524K | Hold |
8,000
| – | – | 0.01% | 660 |
|
|
2020
Q2 | $518K | Hold |
8,000
| – | – | 0.01% | 618 |
|
|
2020
Q1 | $298K | Sell |
8,000
-650
| -8% | -$24.2K | 0.01% | 675 |
|
|
2019
Q4 | $744K | Buy |
8,650
+8,000
| +1,231% | +$688K | 0.02% | 530 |
|
|
2019
Q3 | $64K | Hold |
650
| – | – | ﹤0.01% | 1258 |
|
|
2019
Q2 | $79K | Buy |
+650
| New | +$79K | ﹤0.01% | 1152 |
|