Portland Financial Advisors Inc historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Portland Financial Advisors Inc opened 9 positions, added to 10, reduced 5 and sold out of 2.
- Q1 2026: Stock TSLA; Country of operation United States; Class COM; Shares before 486.
- Q1 2025: Stock USB; Country of operation United States; Class COM NEW; Shares before 4,472.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2054942), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-27); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-28); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-29); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
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