Advisory Services Network’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $827K | Buy |
15,629
+8,061
| +107% | +$427K | 0.01% | 907 |
|
|
2025
Q1 | $310K | Sell |
7,568
-23,265
| -75% | -$952K | 0.01% | 1278 |
|
|
2024
Q4 | $1.78M | Buy |
30,833
+392
| +1% | +$22.6K | 0.03% | 528 |
|
|
2024
Q3 | $2.38M | Hold |
30,441
| – | – | 0.05% | 411 |
|
|
2024
Q2 | $2.38M | Buy |
30,441
+3,777
| +14% | +$296K | 0.05% | 411 |
|
|
2024
Q1 | $2.67M | Buy |
26,664
+1,295
| +5% | +$130K | 0.06% | 373 |
|
|
2023
Q4 | $2.4M | Buy |
25,369
+953
| +4% | +$90.3K | 0.06% | 381 |
|
|
2023
Q3 | $2.54M | Sell |
24,416
-181
| -0.7% | -$18.8K | 0.07% | 339 |
|
|
2023
Q2 | $2.97M | Sell |
24,597
-594
| -2% | -$71.8K | 0.08% | 300 |
|
|
2023
Q1 | $2.79M | Buy |
25,191
+907
| +4% | +$100K | 0.08% | 297 |
|
|
2022
Q4 | $2.45M | Buy |
24,284
+822
| +4% | +$83K | 0.08% | 307 |
|
|
2022
Q3 | $2.24M | Buy |
23,462
+170
| +0.7% | +$16.3K | 0.08% | 297 |
|
|
2022
Q2 | $2.31M | Buy |
23,292
+2,233
| +11% | +$222K | 0.08% | 299 |
|
|
2022
Q1 | $2.22M | Buy |
21,059
+2,232
| +12% | +$235K | 0.07% | 367 |
|
|
2021
Q4 | $2.07M | Buy |
18,827
+765
| +4% | +$84.1K | 0.06% | 397 |
|
|
2021
Q3 | $2.16M | Buy |
18,062
+546
| +3% | +$65.4K | 0.07% | 363 |
|
|
2021
Q2 | $2.4M | Sell |
17,516
-180
| -1% | -$24.7K | 0.08% | 333 |
|
|
2021
Q1 | $2.36M | Sell |
17,696
-196
| -1% | -$26.2K | 0.09% | 303 |
|
|
2020
Q4 | $1.7M | Buy |
17,892
+899
| +5% | +$85.6K | 0.07% | 351 |
|
|
2020
Q3 | $1.6M | Sell |
16,993
-817
| -5% | -$77.1K | 0.08% | 303 |
|
|
2020
Q2 | $1.65M | Sell |
17,810
-736
| -4% | -$68.1K | 0.09% | 275 |
|
|
2020
Q1 | $892K | Buy |
18,546
+1,082
| +6% | +$52K | 0.06% | 367 |
|
|
2019
Q4 | $1.78M | Buy |
17,464
+634
| +4% | +$64.5K | 0.09% | 271 |
|
|
2019
Q3 | $1.54M | Hold |
16,830
| – | – | 0.09% | 285 |
|
|
2019
Q2 | $1.54M | Buy |
16,830
+650
| +4% | +$59.3K | 0.09% | 285 |
|
|
2019
Q1 | $1.37M | Buy |
16,180
+144
| +0.9% | +$12.2K | 0.1% | 280 |
|
|
2018
Q4 | $1.23M | Buy |
16,036
+418
| +3% | +$32.1K | 0.11% | 254 |
|
|
2018
Q3 | $1.58M | Buy |
15,618
+425
| +3% | +$42.9K | 0.12% | 240 |
|
|
2018
Q2 | $1.6M | Buy |
15,193
+463
| +3% | +$48.9K | 0.12% | 222 |
|
|
2018
Q1 | $1.69M | Buy |
14,730
+966
| +7% | +$111K | 0.13% | 201 |
|
|
2017
Q4 | $1.71M | Buy |
13,764
+11,162
| +429% | +$1.38M | 0.15% | 178 |
|
|
2017
Q3 | $272K | Sell |
2,602
-350
| -12% | -$36.6K | 0.03% | 558 |
|
|
2017
Q2 | $272K | Buy |
2,952
+193
| +7% | +$17.8K | 0.04% | 538 |
|
|
2017
Q1 | $231K | Buy |
+2,759
| New | +$231K | 0.03% | 561 |
|
|
2016
Q3 | $166K | Sell |
2,141
-34
| -2% | -$2.64K | 0.03% | 549 |
|
|
2016
Q2 | $178K | Buy |
2,175
+690
| +46% | +$56.5K | 0.04% | 474 |
|
|
2016
Q1 | $146K | Buy |
1,485
+805
| +118% | +$79.1K | 0.04% | 442 |
|
|
2015
Q4 | $58K | Sell |
680
-1
| -0.1% | -$85 | 0.02% | 551 |
|
|
2015
Q3 | $82K | Hold |
681
| – | – | 0.02% | 437 |
|
|
2015
Q2 | $101K | Sell |
681
-118
| -15% | -$17.5K | 0.03% | 375 |
|
|
2015
Q1 | $113K | Buy |
799
+2
| +0.3% | +$283 | 0.03% | 360 |
|
|
2014
Q4 | $108K | Buy |
+797
| New | +$108K | 0.03% | 322 |
|
|
2014
Q1 | – | Sell |
-80
| Closed | -$12K | – | 652 |
|
|
2013
Q4 | $12K | Buy |
+80
| New | +$12K | 0.01% | 570 |
|