Cambridge Investment Research Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $388K | Sell |
7,126
-1,252
| -15% | -$78.4K | ﹤0.01% | 3040 |
|
|
2025
Q4 | $530K | Sell |
8,378
-466
| -5% | -$30.7K | ﹤0.01% | 2664 |
|
|
2025
Q3 | $514K | Sell |
8,844
-9,458
| -52% | -$510K | ﹤0.01% | 2656 |
|
|
2025
Q2 | $744K | Buy |
18,302
+4,068
| +29% | +$153K | ﹤0.01% | 2188 |
|
|
2025
Q1 | $583K | Buy |
14,234
+396
| +3% | +$18.9K | ﹤0.01% | 2288 |
|
|
2024
Q4 | $797K | Buy |
13,838
+61
| +0.4% | +$4.24K | ﹤0.01% | 2045 |
|
|
2024
Q3 | $1.15M | Sell |
13,777
-1,581
| -10% | -$128K | ﹤0.01% | 1764 |
|
|
2024
Q2 | $1.2M | Buy |
15,358
+1,186
| +8% | +$100K | ﹤0.01% | 1636 |
|
|
2024
Q1 | $1.42M | Buy |
14,172
+381
| +3% | +$35K | 0.01% | 1488 |
|
|
2023
Q4 | $1.31M | Buy |
13,791
+1,135
| +9% | +$104K | 0.01% | 1476 |
|
|
2023
Q3 | $1.32M | Sell |
12,656
-109
| -0.9% | -$12.9K | 0.01% | 1399 |
|
|
2023
Q2 | $1.54M | Sell |
12,765
-1,110
| -8% | -$123K | 0.01% | 1330 |
|
|
2023
Q1 | $1.53M | Sell |
13,875
-929
| -6% | -$103K | 0.01% | 1294 |
|
|
2022
Q4 | $1.5M | Sell |
14,804
-1,001
| -6% | -$104K | 0.01% | 1263 |
|
|
2022
Q3 | $1.51M | Sell |
15,805
-9,003
| -36% | -$1.01M | 0.01% | 1208 |
|
|
2022
Q2 | $2.46M | Buy |
24,808
+4,369
| +21% | +$453K | 0.01% | 946 |
|
|
2022
Q1 | $2.15M | Buy |
20,439
+617
| +3% | +$70.3K | 0.01% | 1090 |
|
|
2021
Q4 | $2.18M | Buy |
19,822
+943
| +5% | +$111K | 0.01% | 1096 |
|
|
2021
Q3 | $2.26M | Sell |
18,879
-9,737
| -34% | -$1.24M | 0.01% | 1027 |
|
|
2021
Q2 | $3.92M | Sell |
28,616
-1,370
| -5% | -$186K | 0.02% | 739 |
|
|
2021
Q1 | $4M | Buy |
29,986
+6,880
| +30% | +$839K | 0.02% | 662 |
|
|
2020
Q4 | $2.2M | Buy |
23,106
+12,902
| +126% | +$1.23M | 0.01% | 876 |
|
|
2020
Q3 | $963K | Buy |
10,204
+458
| +5% | +$45.1K | 0.01% | 1209 |
|
|
2020
Q2 | $902K | Buy |
9,746
+408
| +4% | +$31.1K | 0.01% | 1182 |
|
|
2020
Q1 | $450K | Buy |
9,338
+3,422
| +58% | +$281K | ﹤0.01% | 1427 |
|
|
2019
Q4 | $602K | Buy |
5,916
+606
| +11% | +$58.8K | ﹤0.01% | 1462 |
|
|
2019
Q3 | $467K | Buy |
5,310
+125
| +2% | +$10.8K | ﹤0.01% | 1549 |
|
|
2019
Q2 | $473K | Sell |
5,185
-1,064
| -17% | -$96.9K | ﹤0.01% | 1457 |
|
|
2019
Q1 | $528K | Buy |
6,249
+318
| +5% | +$27K | 0.01% | 1450 |
|
|
2018
Q4 | $455K | Sell |
5,931
-137
| -2% | -$12.3K | 0.01% | 1377 |
|
|
2018
Q3 | $613K | Sell |
6,068
-153
| -2% | -$17.1K | 0.01% | 1329 |
|
|
2018
Q2 | $760K | Buy |
6,221
+505
| +9% | +$59.1K | 0.01% | 1148 |
|
|
2018
Q1 | $655K | Sell |
5,716
-634
| -10% | -$76.3K | 0.01% | 1184 |
|
|
2017
Q4 | $787K | Sell |
6,350
-260
| -4% | -$30.9K | 0.01% | 1032 |
|
|
2017
Q3 | $692K | Sell |
6,610
-1,913
| -22% | -$181K | 0.01% | 1031 |
|
|
2017
Q2 | $786K | Buy |
8,523
+35
| +0.4% | +$3K | 0.01% | 929 |
|
|
2017
Q1 | $711K | Sell |
8,488
-738
| -8% | -$63.5K | 0.01% | 894 |
|
|
2016
Q4 | $760K | Sell |
9,226
-682
| -7% | -$55.6K | 0.01% | 814 |
|
|
2016
Q3 | $767K | Sell |
9,908
-83
| -0.8% | -$7.21K | 0.01% | 809 |
|
|
2016
Q2 | $817K | Sell |
9,991
-192
| -2% | -$17K | 0.02% | 709 |
|
|
2016
Q1 | $1M | Sell |
10,183
-1,591
| -14% | -$138K | 0.02% | 574 |
|
|
2015
Q4 | $1.01M | Sell |
11,774
-1,343
| -10% | -$142K | 0.02% | 537 |
|
|
2015
Q3 | $1.57M | Buy |
13,117
+1,259
| +11% | +$171K | 0.05% | 362 |
|
|
2015
Q2 | $1.76M | Buy |
11,858
+3,631
| +44% | +$522K | 0.05% | 344 |
|
|
2015
Q1 | $1.16M | Buy |
8,227
+1,588
| +24% | +$234K | 0.03% | 460 |
|
|
2014
Q4 | $1M | Buy |
6,639
+56
| +0.9% | +$8.4K | 0.03% | 478 |
|
|
2014
Q3 | $986K | Buy |
6,583
+583
| +10% | +$84.3K | 0.03% | 530 |
|
|
2014
Q2 | $781K | Sell |
6,000
-433
| -7% | -$57.3K | 0.03% | 542 |
|
|
2014
Q1 | $899K | Sell |
6,433
-234
| -4% | -$31.6K | 0.03% | 462 |
|
|
2013
Q4 | $971K | Buy |
6,667
+887
| +15% | +$119K | 0.04% | 406 |
|
|
2013
Q3 | $747K | Buy |
5,780
+1,212
| +27% | +$136K | 0.03% | 460 |
|
|
2013
Q2 | $434K | Buy |
+4,568
| New | +$413K | 0.02% | 601 |
|
Other funds holding PII
VPM
VCM
