Chicago Partners Investment Group’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
$301K Buy
+1,287
New +$303K 0.01% 1136
2025
Q4
Sell
-719
Closed -$206K 1335
2025
Q3
$206K Buy
+719
New +$225K 0.01% 1147
2023
Q3
Sell
-552
Closed -$210K 693
2023
Q2
$210K Buy
+552
New +$189K 0.01% 628
2023
Q1
Sell
-533
Closed -$209K 681
2022
Q4
$209K Buy
+533
New +$169K 0.01% 579
2022
Q2
Sell
-517
Closed -$200K 606
2022
Q1
$200K Buy
517
+18
+4% +$8.4K 0.02% 522
2021
Q4
$225K Buy
499
+130
+35% +$68.1K 0.02% 501
2021
Q3
$204K Buy
+369
New +$175K 0.01% 546

Other funds holding POOL