Symphony Financial’s Insperity NSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,978
| Closed | -$240K | – | 174 |
|
|
2024
Q4 | $240K | Sell |
2,978
-177
| -6% | -$14.2K | 0.04% | 199 |
|
|
2024
Q3 | $274K | Buy |
3,155
+19
| +0.6% | +$1.65K | 0.05% | 190 |
|
|
2024
Q2 | $287K | Sell |
3,136
-146
| -4% | -$13.3K | 0.05% | 178 |
|
|
2024
Q1 | $360K | Buy |
3,282
+10
| +0.3% | +$1.1K | 0.08% | 139 |
|
|
2023
Q4 | $381K | Buy |
3,272
+14
| +0.4% | +$1.63K | 0.08% | 150 |
|
|
2023
Q3 | $316K | Buy |
3,258
+17
| +0.5% | +$1.65K | 0.08% | 127 |
|
|
2023
Q2 | $380K | Buy |
3,241
+14
| +0.4% | +$1.64K | 0.09% | 137 |
|
|
2023
Q1 | $383K | Sell |
3,227
-187
| -5% | -$22.2K | 0.1% | 161 |
|
|
2022
Q4 | $387K | Buy |
3,414
+387
| +13% | +$43.9K | 0.1% | 156 |
|
|
2022
Q3 | $314K | Sell |
3,027
-453
| -13% | -$47K | 0.1% | 163 |
|
|
2022
Q2 | $338K | Buy |
3,480
+515
| +17% | +$50K | 0.1% | 152 |
|
|
2022
Q1 | $299K | Buy |
2,965
+178
| +6% | +$18K | 0.07% | 163 |
|
|
2021
Q4 | $328K | Buy |
2,787
+62
| +2% | +$7.3K | 0.09% | 139 |
|
|
2021
Q3 | $304K | Sell |
2,725
-1,009
| -27% | -$113K | 0.11% | 134 |
|
|
2021
Q2 | $337K | Buy |
3,734
+316
| +9% | +$28.5K | 0.11% | 128 |
|
|
2021
Q1 | $294K | Sell |
3,418
-1,288
| -27% | -$111K | 0.08% | 157 |
|
|
2020
Q4 | $372K | Hold |
4,706
| – | – | 0.13% | 108 |
|
|
2020
Q3 | $308K | Hold |
4,706
| – | – | 0.13% | 102 |
|
|
2020
Q2 | $305K | Buy |
+4,706
| New | +$305K | 0.15% | 105 |
|