Symphony Financial Services, Inc. historic quarter change: USA Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 8 quarters from 2024-06-30 to 2026-06-30, Symphony Financial Services, Inc. opened 2 positions, added to 3, reduced 2 and sold out of 5.
- Q1 2026: Stock AGILON HEALTH; Country of operation United States; Class COM; Shares before 46,650.
- Q4 2025: Stock TILRAY BRANDS INC; Country of operation —; Class COM; Shares before 20,056.
- Q4 2025: Stock URBAN-GRO INC; Country of operation United States; Class COM NEW; Shares before 19,000.
- Q2 2025: Stock URBAN-GRO INC; Country of operation United States; Class COM; Shares before 19,000.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2031979), 8 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-22); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-07); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-06); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12). 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 2024-06-30.
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