Arkadios Wealth Advisors’s Popular Inc BPOP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $347K | Buy |
3,147
+364
| +13% | +$40.1K | 0.01% | 979 |
|
2025
Q1 | $257K | Buy |
2,783
+564
| +25% | +$52.1K | 0.01% | 954 |
|
2024
Q4 | $209K | Sell |
2,219
-945
| -30% | -$88.9K | 0.01% | 846 |
|
2024
Q3 | $317K | Buy |
3,164
+37
| +1% | +$3.71K | 0.02% | 682 |
|
2024
Q2 | $277K | Buy |
+3,127
| New | +$277K | 0.02% | 658 |
|
2022
Q3 | – | Sell |
-2,621
| Closed | -$202K | – | 524 |
|
2022
Q2 | $202K | Sell |
2,621
-98
| -4% | -$7.55K | 0.03% | 507 |
|
2022
Q1 | $222K | Buy |
2,719
+163
| +6% | +$13.3K | 0.03% | 503 |
|
2021
Q4 | $210K | Buy |
2,556
+372
| +17% | +$30.6K | 0.03% | 535 |
|
2021
Q3 | $169K | Buy |
2,184
+344
| +19% | +$26.6K | 0.02% | 551 |
|
2021
Q2 | $138K | Buy |
1,840
+1,765
| +2,353% | +$132K | 0.02% | 629 |
|
2021
Q1 | $5K | Hold |
75
| – | – | ﹤0.01% | 1347 |
|
2020
Q4 | $4K | Sell |
75
-758
| -91% | -$40.4K | ﹤0.01% | 1143 |
|
2020
Q3 | $32.5K | Sell |
833
-44
| -5% | -$1.72K | 0.02% | 493 |
|
2020
Q2 | $31.1K | Sell |
877
-2
| -0.2% | -$71 | 0.02% | 461 |
|
2020
Q1 | $30.8K | Sell |
879
-16
| -2% | -$560 | 0.02% | 409 |
|
2019
Q4 | $50.6K | Buy |
+895
| New | +$50.6K | 0.03% | 311 |
|