Chicago Partners Investment Group’s P10 PX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379K | Sell |
31,306
-182
| -0.6% | -$2.2K | 0.01% | 723 |
|
|
2025
Q1 | $359K | Buy |
31,488
+1,090
| +4% | +$12.4K | 0.01% | 629 |
|
|
2024
Q4 | $407K | Buy |
30,398
+297
| +1% | +$3.98K | 0.01% | 563 |
|
|
2024
Q3 | $330K | Sell |
30,101
-1,828
| -6% | -$20K | 0.01% | 596 |
|
|
2024
Q2 | $316K | Sell |
31,929
-7,159
| -18% | -$70.8K | 0.01% | 577 |
|
|
2024
Q1 | $297K | Buy |
39,088
+1,817
| +5% | +$13.8K | 0.01% | 570 |
|
|
2023
Q4 | $341K | Buy |
37,271
+6,893
| +23% | +$63.1K | 0.02% | 516 |
|
|
2023
Q3 | $279K | Buy |
30,378
+89
| +0.3% | +$816 | 0.02% | 529 |
|
|
2023
Q2 | $359K | Sell |
30,289
-14,235
| -32% | -$169K | 0.02% | 493 |
|
|
2023
Q1 | $452K | Buy |
44,524
+12,861
| +41% | +$131K | 0.03% | 409 |
|
|
2022
Q4 | $362K | Buy |
31,663
+4,088
| +15% | +$46.7K | 0.02% | 446 |
|
|
2022
Q3 | $282K | Sell |
27,575
-792
| -3% | -$8.1K | 0.02% | 451 |
|
|
2022
Q2 | $336K | Buy |
28,367
+598
| +2% | +$7.08K | 0.02% | 415 |
|
|
2022
Q1 | $320K | Buy |
27,769
+1,647
| +6% | +$19K | 0.02% | 410 |
|
|
2021
Q4 | $319K | Buy |
+26,122
| New | +$319K | 0.02% | 425 |
|