Cetera Investment Advisers’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.13M | Buy |
10,505
+377
| +4% | +$88.9K | ﹤0.01% | 2231 |
|
|
2025
Q4 | $2.32M | Buy |
10,128
+372
| +4% | +$96.8K | ﹤0.01% | 2082 |
|
|
2025
Q3 | $3.03M | Buy |
9,756
+2,138
| +28% | +$670K | ﹤0.01% | 1818 |
|
|
2025
Q2 | $2.22M | Sell |
7,618
-1,875
| -20% | -$567K | ﹤0.01% | 1767 |
|
|
2025
Q1 | $3.02M | Buy |
9,493
+251
| +3% | +$85.1K | 0.01% | 1438 |
|
|
2024
Q4 | $3.15M | Buy |
9,242
+1,273
| +16% | +$464K | 0.01% | 1322 |
|
|
2024
Q3 | $3M | Buy |
7,969
+447
| +6% | +$155K | 0.01% | 1322 |
|
|
2024
Q2 | $2.31M | Buy |
7,522
+464
| +7% | +$168K | 0.01% | 1458 |
|
|
2024
Q1 | $2.85M | Buy |
7,058
+5,301
| +302% | +$2.07M | 0.01% | 1319 |
|
|
2023
Q4 | $700K | Sell |
1,757
-133
| -7% | -$46.6K | 0.01% | 1311 |
|
|
2023
Q3 | $673K | Sell |
1,890
-63
| -3% | -$22.9K | 0.01% | 1268 |
|
|
2023
Q2 | $732K | Buy |
1,953
+67
| +4% | +$22.9K | 0.01% | 1229 |
|
|
2023
Q1 | $646K | Sell |
1,886
-557
| -23% | -$198K | 0.01% | 1277 |
|
|
2022
Q4 | $739K | Buy |
2,443
+1,695
| +227% | +$537K | 0.01% | 1145 |
|
|
2022
Q3 | $238K | Buy |
+748
| New | +$267K | ﹤0.01% | 1415 |
|
|
2022
Q2 | – | Sell |
-490
| Closed | -$207K | – | 1925 |
|
|
2022
Q1 | $207K | Sell |
490
-77
| -14% | -$36K | ﹤0.01% | 1693 |
|
|
2021
Q4 | $321K | Sell |
567
-410
| -42% | -$215K | ﹤0.01% | 1456 |
|
|
2021
Q3 | $424K | Sell |
977
-2,810
| -74% | -$1.33M | 0.01% | 1239 |
|
|
2021
Q2 | $1.74M | Buy |
3,787
+2,352
| +164% | +$990K | 0.03% | 563 |
|
|
2021
Q1 | $495K | Buy |
1,435
+4
| +0.3% | +$1.39K | 0.01% | 988 |
|
|
2020
Q4 | $533K | Buy |
+1,431
| New | +$499K | 0.01% | 929 |
|
Other funds holding POOL
VCM
VPM
