Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
---|---|---|---|---|---|---|---|---|
COMPREHENSIVE FINANCIAL PLANNING INC | 10.1% | $6.36M | 1.26M | Comprehensive Financial Planning, Inc. | Dec 31, 2024 |
Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
---|---|---|---|---|---|
2025 Q1 | 5K | $25.3K | $5.05 | 1 | |
2024 Q4 | 1.1M | $3.98M | +$7.65K | $3.61 | 17 |
2024 Q3 | 1.1M | $4.01M | +$263K | $3.65 | 16 |
2024 Q2 | 1.03M | $1.81M | -$117K | $1.75 | 14 |
2024 Q1 | 1.1M | $2.06M | -$61.7K | $1.88 | 15 |
2023 Q4 | 1.13M | $2.16M | -$82.5K | $1.91 | 16 |
2023 Q3 | 1.16M | $3.16M | -$145K | $2.72 | 15 |
2023 Q2 | 1.22M | $3.25M | +$1.48K | $2.67 | 14 |
2023 Q1 | 1.22M | $3.79M | -$164K | $3.12 | 13 |
2022 Q4 | 1.27M | $3.94M | +$96.2K | $3.10 | 17 |
2022 Q3 | 1.24M | $2.04M | -$259K | $1.65 | 11 |
2022 Q2 | 1.28M | $3.13M | +$154K | $2.45 | 14 |
2022 Q1 | 1.21M | $4.91M | -$53K | $4.07 | 13 |
2021 Q4 | 1.22M | $4.74M | -$106K | $3.89 | 11 |
2021 Q3 | 1.23M | $4.44M | -$122K | $3.60 | 14 |
2021 Q2 | 1.27M | $4.95M | +$277K | $3.91 | 13 |
2021 Q1 | 1.19M | $4.83M | +$908K | $4.04 | 9 |
2020 Q4 | 979K | $2.44M | +$307K | $2.49 | 13 |
2020 Q3 | 879K | $1.79M | +$134K | $2.04 | 12 |
2020 Q2 | 814K | $1.66M | -$307K | $2.03 | 12 |
2020 Q1 | 1.09M | $1.27M | -$135K | $1.17 | 12 |
2019 Q4 | 1.15M | $2.95M | +$38.7K | $2.57 | 16 |
2019 Q3 | 1.13M | $2.68M | +$1.31M | $2.36 | 15 |
2019 Q2 | 613K | $2.76M | +$544K | $4.51 | 13 |
2019 Q1 | 642K | $1.43M | -$52.7K | $2.23 | 7 |
2018 Q4 | 643K | $868K | -$85.7K | $1.35 | 7 |
2018 Q3 | 739K | $1.09M | -$518K | $1.47 | 8 |
2018 Q2 | 1.06M | $1.73M | -$55.2K | $1.62 | 8 |
2018 Q1 | 900 | $1K | +$1K | $1.11 | 1 |
2017 Q4 | 1.29M | $2.36M | -$207K | $1.82 | 9 |
2017 Q3 | 1.41M | $2.42M | -$184K | $1.72 | 10 |
2017 Q2 | 1.52M | $2.8M | +$95.2K | $1.84 | 12 |
2017 Q1 | 1.48M | $2.18M | -$241K | $1.47 | 14 |
2016 Q4 | 1.65M | $2.2M | +$383K | $1.33 | 17 |
2016 Q3 | 1.34M | $2.98M | +$711K | $2.22 | 15 |
2016 Q2 | 1.04M | $1.46M | +$143K | $1.40 | 12 |
2016 Q1 | 961K | $891K | +$42.1K | $0.93 | 11 |
2015 Q4 | 915K | $910K | -$288K | $1.00 | 10 |
2015 Q3 | 1.21M | $1.17M | -$201K | $0.96 | 14 |
2015 Q2 | 1.26M | $2.58M | +$602K | $2.05 | 15 |
2015 Q1 | 966K | $1.25M | -$22.5K | $1.28 | 5 |
2014 Q4 | 987K | $1.15M | +$234K | $1.14 | 7 |
2014 Q3 | 810K | $1.04M | -$1.02M | $1.29 | 7 |
2014 Q2 | 1.59M | $1.34M | +$7.55K | $0.84 | 5 |
2014 Q1 | 1.58M | $1.25M | +$50K | $0.79 | 5 |