Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
---|---|---|---|---|---|---|---|---|
COMPREHENSIVE FINANCIAL PLANNING INC | 7.83% | $1.18M | 275K | Comprehensive Financial Planning, Inc. | Dec 31, 2024 | |||
Fort Nelson Partners, LP | 6.2% | $933K | 217K | Fort Nelson Partners, LP | Dec 31, 2024 |
Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
---|---|---|---|---|---|
2025 Q1 | 4.2K | $19.3K | $4.59 | 1 | |
2024 Q4 | 584K | $2.71M | -$122K | $4.64 | 14 |
2024 Q3 | 610K | $3.03M | -$171K | $4.98 | 13 |
2024 Q2 | 644K | $3.13M | +$292K | $4.85 | 14 |
2024 Q1 | 584K | $3.11M | +$10.8K | $5.31 | 14 |
2023 Q4 | 518K | $2.81M | +$94.2K | $5.43 | 14 |
2023 Q3 | 501K | $2.33M | -$33.9K | $4.65 | 13 |
2023 Q2 | 509K | $2.24M | -$7.08K | $4.40 | 11 |
2023 Q1 | 523K | $2.95M | +$132K | $5.63 | 14 |
2022 Q4 | 505K | $2.89M | -$114K | $5.70 | 15 |
2022 Q3 | 515K | $2.73M | -$140K | $5.30 | 13 |
2022 Q2 | 538K | $3.39M | -$97.2K | $6.30 | 14 |
2022 Q1 | 553K | $3.79M | +$209K | $6.88 | 14 |
2021 Q4 | 515K | $4.34M | -$91.9K | $8.42 | 12 |
2021 Q3 | 520K | $6.04M | +$18.3K | $11.67 | 11 |
2021 Q2 | 518K | $5.04M | -$7.76K | $9.72 | 11 |
2021 Q1 | 519K | $5.24M | -$4.28M | $10.07 | 11 |
2020 Q4 | 1.01M | $8.88M | -$44.3K | $8.79 | 11 |
2020 Q3 | 1.02M | $7.83M | -$3.86M | $7.71 | 8 |
2020 Q2 | 1.52M | $11.2M | +$67.6K | $7.38 | 9 |
2020 Q1 | 1.52M | $8.15M | +$19.5K | $5.38 | 12 |
2019 Q4 | 1.51M | $11.7M | -$3.6M | $7.70 | 11 |
2019 Q3 | 1.98M | $15.6M | +$397K | $7.76 | 10 |
2019 Q2 | 1.93M | $16M | +$9.3M | $8.30 | 9 |
2019 Q1 | 802K | $6.97M | -$508K | $8.68 | 6 |
2018 Q4 | 870K | $6.18M | -$90.9K | $7.11 | 11 |
2018 Q3 | 875K | $7.85M | -$1M | $8.96 | 7 |
2018 Q2 | 994K | $7.93M | +$5.8M | $7.95 | 7 |
2018 Q1 | 266K | $3.91M | -$578K | $14.70 | 8 |
2017 Q4 | 305K | $4.55M | +$139K | $14.92 | 8 |
2017 Q3 | 296K | $4.09M | +$115K | $13.85 | 8 |
2017 Q2 | 287K | $3.38M | +$32.6K | $11.80 | 7 |
2017 Q1 | 285K | $3.41M | +$4.26K | $12.01 | 7 |
2016 Q4 | 284K | $3.65M | -$13.1K | $12.90 | 9 |
2016 Q3 | 286K | $3.54M | +$123K | $12.35 | 10 |
2016 Q2 | 275K | $2.97M | -$835 | $10.75 | 7 |
2016 Q1 | 276K | $3.1M | +$407K | $11.20 | 8 |
2015 Q4 | 240K | $2.41M | +$327K | $10.01 | 8 |
2015 Q3 | 209K | $1.79M | -$180 | $8.17 | 8 |
2015 Q2 | 209K | $2.37M | -$23.9K | $11.27 | 7 |
2015 Q1 | 211K | $2.2M | -$10 | $10.30 | 6 |
2014 Q4 | 211K | $2.16M | +$6.13K | $10.14 | 6 |
2014 Q3 | 210K | $2.11M | -$2.98K | $10.01 | 7 |
2014 Q2 | 211K | $2.11M | -$284K | $10.01 | 10 |
2014 Q1 | 239K | $2.36M | -$2.66M | $9.84 | 11 |