Avantax Advisory Services’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $614K | Sell |
2,106
-179
| -8% | -$52.2K | ﹤0.01% | 1471 |
|
|
2025
Q1 | $727K | Buy |
2,285
+477
| +26% | +$152K | ﹤0.01% | 1270 |
|
|
2024
Q4 | $616K | Sell |
1,808
-124
| -6% | -$42.3K | ﹤0.01% | 1320 |
|
|
2024
Q3 | $728K | Sell |
1,932
-32
| -2% | -$12.1K | ﹤0.01% | 1185 |
|
|
2024
Q2 | $603K | Sell |
1,964
-184
| -9% | -$56.5K | ﹤0.01% | 1249 |
|
|
2024
Q1 | $867K | Sell |
2,148
-6
| -0.3% | -$2.42K | 0.01% | 806 |
|
|
2023
Q4 | $859K | Buy |
2,154
+111
| +5% | +$44.3K | 0.01% | 775 |
|
|
2023
Q3 | $727K | Buy |
2,043
+294
| +17% | +$105K | 0.01% | 798 |
|
|
2023
Q2 | $655K | Buy |
1,749
+74
| +4% | +$27.7K | 0.01% | 842 |
|
|
2023
Q1 | $573K | Buy |
1,675
+762
| +83% | +$261K | 0.01% | 856 |
|
|
2022
Q4 | $276K | Buy |
+913
| New | +$276K | ﹤0.01% | 1147 |
|
|
2021
Q3 | – | Sell |
-1,508
| Closed | -$691K | – | 1217 |
|
|
2021
Q2 | $691K | Buy |
+1,508
| New | +$691K | 0.01% | 578 |
|