Cerity Partners’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
$3.01M Buy
27,332
+11,601
+74% +$1.28M 0.01% 1037
2025
Q1
$1.45M Buy
15,731
+9,788
+165% +$904K ﹤0.01% 1258
2024
Q4
$569K Sell
5,943
-3,603
-38% -$345K ﹤0.01% 1689
2024
Q3
$957K Buy
9,546
+4,354
+84% +$437K ﹤0.01% 1411
2024
Q2
$459K Sell
5,192
-625
-11% -$55.3K ﹤0.01% 1579
2024
Q1
$512K Buy
+5,817
New +$512K ﹤0.01% 1586