Baird Financial Group’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,680
| Closed | -$273K | – | 1837 |
|
|
2025
Q1 | $273K | Buy |
6,680
+542
| +9% | +$22.2K | ﹤0.01% | 1601 |
|
|
2024
Q4 | $354K | Buy |
6,138
+1,019
| +20% | +$58.7K | ﹤0.01% | 1500 |
|
|
2024
Q3 | $426K | Sell |
5,119
-1,324
| -21% | -$110K | ﹤0.01% | 1438 |
|
|
2024
Q2 | $505K | Sell |
6,443
-21,358
| -77% | -$1.67M | ﹤0.01% | 1388 |
|
|
2024
Q1 | $2.78M | Buy |
27,801
+82
| +0.3% | +$8.21K | 0.01% | 849 |
|
|
2023
Q4 | $2.63M | Sell |
27,719
-1,368
| -5% | -$130K | 0.01% | 856 |
|
|
2023
Q3 | $3.03M | Buy |
29,087
+67
| +0.2% | +$6.98K | 0.01% | 775 |
|
|
2023
Q2 | $3.51M | Sell |
29,020
-6,217
| -18% | -$752K | 0.01% | 738 |
|
|
2023
Q1 | $3.9M | Buy |
35,237
+141
| +0.4% | +$15.6K | 0.01% | 665 |
|
|
2022
Q4 | $3.55M | Sell |
35,096
-1,085
| -3% | -$110K | 0.01% | 675 |
|
|
2022
Q3 | $3.46M | Buy |
36,181
+944
| +3% | +$90.3K | 0.01% | 661 |
|
|
2022
Q2 | $3.5M | Sell |
35,237
-22,220
| -39% | -$2.21M | 0.01% | 667 |
|
|
2022
Q1 | $6.05M | Buy |
57,457
+268
| +0.5% | +$28.2K | 0.02% | 560 |
|
|
2021
Q4 | $6.29M | Buy |
57,189
+3,158
| +6% | +$347K | 0.01% | 561 |
|
|
2021
Q3 | $6.47M | Buy |
54,031
+20,408
| +61% | +$2.44M | 0.02% | 521 |
|
|
2021
Q2 | $4.61M | Buy |
33,623
+19,982
| +146% | +$2.74M | 0.01% | 620 |
|
|
2021
Q1 | $1.82M | Buy |
13,641
+6,524
| +92% | +$871K | 0.01% | 922 |
|
|
2020
Q4 | $678K | Buy |
7,117
+1,027
| +17% | +$97.8K | ﹤0.01% | 1148 |
|
|
2020
Q3 | $575K | Buy |
6,090
+850
| +16% | +$80.3K | ﹤0.01% | 1119 |
|
|
2020
Q2 | $485K | Sell |
5,240
-27,488
| -84% | -$2.54M | ﹤0.01% | 1151 |
|
|
2020
Q1 | $1.58M | Buy |
32,728
+18,510
| +130% | +$891K | 0.01% | 758 |
|
|
2019
Q4 | $1.45M | Sell |
14,218
-15,406
| -52% | -$1.57M | 0.01% | 866 |
|
|
2019
Q3 | $2.61M | Buy |
29,624
+16,035
| +118% | +$1.41M | 0.01% | 697 |
|
|
2019
Q2 | $1.24M | Sell |
13,589
-8,403
| -38% | -$766K | ﹤0.01% | 922 |
|
|
2019
Q1 | $1.86M | Sell |
21,992
-364
| -2% | -$30.7K | 0.01% | 689 |
|
|
2018
Q4 | $1.71M | Buy |
22,356
+16,327
| +271% | +$1.25M | 0.01% | 672 |
|
|
2018
Q3 | $606K | Sell |
6,029
-26
| -0.4% | -$2.61K | ﹤0.01% | 986 |
|
|
2018
Q2 | $740K | Sell |
6,055
-471
| -7% | -$57.6K | 0.01% | 904 |
|
|
2018
Q1 | $747K | Buy |
+6,526
| New | +$747K | 0.01% | 904 |
|
|
2017
Q3 | – | Sell |
-24,833
| Closed | -$2.29M | – | 1255 |
|
|
2017
Q2 | $2.29M | Buy |
24,833
+819
| +3% | +$75.5K | 0.02% | 574 |
|
|
2017
Q1 | $2.01M | Buy |
24,014
+5,450
| +29% | +$457K | 0.02% | 593 |
|
|
2016
Q4 | $1.53M | Buy |
18,564
+2,083
| +13% | +$172K | 0.01% | 632 |
|
|
2016
Q3 | $1.28M | Buy |
16,481
+3,906
| +31% | +$302K | 0.01% | 688 |
|
|
2016
Q2 | $1.08M | Buy |
12,575
+3,978
| +46% | +$341K | 0.01% | 711 |
|
|
2016
Q1 | $847K | Sell |
8,597
-203,175
| -96% | -$20M | 0.01% | 767 |
|
|
2015
Q4 | $18.2M | Sell |
211,772
-123,815
| -37% | -$10.6M | 0.18% | 156 |
|
|
2015
Q3 | $40.2M | Buy |
335,587
+34,885
| +12% | +$4.18M | 0.43% | 64 |
|
|
2015
Q2 | $44.5M | Buy |
+300,702
| New | +$44.5M | 0.44% | 59 |
|