AE Wealth Management’s F5 FFIV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.37M | Sell |
4,654
-312
| -6% | -$91.8K | 0.01% | 636 |
|
2025
Q1 | $1.32M | Sell |
4,966
-1,029
| -17% | -$274K | 0.01% | 646 |
|
2024
Q4 | $1.51M | Sell |
5,995
-668
| -10% | -$168K | 0.01% | 611 |
|
2024
Q3 | $1.47M | Sell |
6,663
-1,509
| -18% | -$332K | 0.01% | 621 |
|
2024
Q2 | $1.41M | Sell |
8,172
-681
| -8% | -$117K | 0.01% | 617 |
|
2024
Q1 | $1.68M | Sell |
8,853
-10,947
| -55% | -$2.08M | 0.02% | 537 |
|
2023
Q4 | $3.64M | Sell |
19,800
-36,138
| -65% | -$6.64M | 0.02% | 694 |
|
2023
Q3 | $9.01M | Buy |
55,938
+27,737
| +98% | +$4.47M | 0.05% | 402 |
|
2023
Q2 | $4.12M | Buy |
28,201
+3,065
| +12% | +$448K | 0.02% | 598 |
|
2023
Q1 | $3.66M | Sell |
25,136
-12,503
| -33% | -$1.82M | 0.02% | 594 |
|
2022
Q4 | $5.4M | Buy |
37,639
+16,446
| +78% | +$2.36M | 0.04% | 459 |
|
2022
Q3 | $3.07M | Buy |
21,193
+2,743
| +15% | +$397K | 0.02% | 567 |
|
2022
Q2 | $2.82M | Buy |
18,450
+657
| +4% | +$101K | 0.02% | 555 |
|
2022
Q1 | $3.72M | Buy |
17,793
+461
| +3% | +$96.3K | 0.03% | 524 |
|
2021
Q4 | $4.24M | Buy |
17,332
+550
| +3% | +$135K | 0.03% | 455 |
|
2021
Q3 | $3.34M | Buy |
16,782
+790
| +5% | +$157K | 0.03% | 485 |
|
2021
Q2 | $2.99M | Buy |
15,992
+980
| +7% | +$183K | 0.03% | 511 |
|
2021
Q1 | $3.13M | Sell |
15,012
-1,606
| -10% | -$335K | 0.03% | 441 |
|
2020
Q4 | $2.92M | Buy |
16,618
+2,781
| +20% | +$489K | 0.03% | 382 |
|
2020
Q3 | $1.7M | Buy |
13,837
+5,079
| +58% | +$624K | 0.02% | 476 |
|
2020
Q2 | $1.22M | Buy |
+8,758
| New | +$1.22M | 0.02% | 552 |
|