Citadel Advisors’s Forrester Research FORR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-99,074
| Closed | -$804K | – | 13471 |
|
|
2025
Q4 | $804K | Buy |
99,074
+63,685
| +180% | +$500K | ﹤0.01% | 7908 |
|
|
2025
Q3 | $375K | Sell |
35,389
-57,331
| -62% | -$581K | ﹤0.01% | 9823 |
|
|
2025
Q2 | $918K | Buy |
92,720
+31,743
| +52% | +$316K | ﹤0.01% | 7294 |
|
|
2025
Q1 | $563K | Sell |
60,977
-28,353
| -32% | -$361K | ﹤0.01% | 8224 |
|
|
2024
Q4 | $1.4M | Sell |
89,330
-48,414
| -35% | -$780K | ﹤0.01% | 6366 |
|
|
2024
Q3 | $2.48M | Sell |
137,744
-67,128
| -33% | -$1.22M | ﹤0.01% | 5119 |
|
|
2024
Q2 | $3.5M | Buy |
204,872
+47,601
| +30% | +$874K | ﹤0.01% | 4329 |
|
|
2024
Q1 | $3.39M | Buy |
157,271
+136,846
| +670% | +$3.1M | ﹤0.01% | 4578 |
|
|
2023
Q4 | $548K | Sell |
20,425
-1,639
| -7% | -$42.7K | ﹤0.01% | 7908 |
|
|
2023
Q3 | $638K | Sell |
22,064
-9,634
| -30% | -$296K | ﹤0.01% | 7541 |
|
|
2023
Q2 | $922K | Sell |
31,698
-33,738
| -52% | -$1M | ﹤0.01% | 6634 |
|
|
2023
Q1 | $2.12M | Buy |
65,436
+48,147
| +278% | +$1.67M | ﹤0.01% | 5252 |
|
|
2022
Q4 | $618K | Buy |
17,289
+7,847
| +83% | +$287K | ﹤0.01% | 7804 |
|
|
2022
Q3 | $340K | Sell |
9,442
-1,572
| -14% | -$67.5K | ﹤0.01% | 9295 |
|
|
2022
Q2 | $527K | Sell |
11,014
-13,954
| -56% | -$723K | ﹤0.01% | 8525 |
|
|
2022
Q1 | $1.41M | Sell |
24,968
-53,320
| -68% | -$2.87M | ﹤0.01% | 6882 |
|
|
2021
Q4 | $4.6M | Buy |
78,288
+37,135
| +90% | +$2.06M | ﹤0.01% | 4464 |
|
|
2021
Q3 | $2.03M | Buy |
41,153
+22,999
| +127% | +$1.08M | ﹤0.01% | 6308 |
|
|
2021
Q2 | $832K | Buy |
18,154
+12,022
| +196% | +$519K | ﹤0.01% | 8838 |
|
|
2021
Q1 | $260K | Sell |
6,132
-9,725
| -61% | -$422K | ﹤0.01% | 11159 |
|
|
2020
Q4 | $664K | Sell |
15,857
-25,269
| -61% | -$1.01M | ﹤0.01% | 7602 |
|
|
2020
Q3 | $1.35M | Sell |
41,126
-4,846
| -11% | -$166K | ﹤0.01% | 5471 |
|
|
2020
Q2 | $1.47M | Sell |
45,972
-11,852
| -20% | -$376K | ﹤0.01% | 5104 |
|
|
2020
Q1 | $1.69M | Sell |
57,824
-22,354
| -28% | -$850K | ﹤0.01% | 4421 |
|
|
2019
Q4 | $3.34M | Sell |
80,178
-12,101
| -13% | -$451K | ﹤0.01% | 3636 |
|
|
2019
Q3 | $2.97M | Buy |
92,279
+28,205
| +44% | +$1.12M | ﹤0.01% | 3855 |
|
|
2019
Q2 | $3.01M | Buy |
64,074
+11,604
| +22% | +$559K | ﹤0.01% | 3849 |
|
|
2019
Q1 | $2.54M | Buy |
52,470
+46,981
| +856% | +$2.19M | ﹤0.01% | 4065 |
|
|
2018
Q4 | $245K | Sell |
5,489
-225
| -4% | -$9.6K | ﹤0.01% | 7581 |
|
|
2018
Q3 | $263K | Sell |
5,714
-39,545
| -87% | -$1.82M | ﹤0.01% | 7789 |
|
|
2018
Q2 | $1.9M | Buy |
45,259
+11,058
| +32% | +$474K | ﹤0.01% | 4197 |
|
|
2018
Q1 | $1.42M | Buy |
34,201
+10,700
| +46% | +$457K | ﹤0.01% | 4266 |
|
|
2017
Q4 | $1.04M | Sell |
23,501
-727
| -3% | -$32.6K | ﹤0.01% | 4601 |
|
|
2017
Q3 | $1.01M | Sell |
24,228
-6,575
| -21% | -$265K | ﹤0.01% | 4307 |
|
|
2017
Q2 | $1.21M | Sell |
30,803
-2,188
| -7% | -$86.5K | ﹤0.01% | 3823 |
|
|
2017
Q1 | $1.31M | Buy |
32,991
+17,590
| +114% | +$691K | ﹤0.01% | 3604 |
|
|
2016
Q4 | $661K | Sell |
15,401
-13,935
| -48% | -$554K | ﹤0.01% | 4472 |
|
|
2016
Q3 | $1.14M | Buy |
29,336
+14,372
| +96% | +$569K | ﹤0.01% | 3665 |
|
|
2016
Q2 | $552K | Buy |
+14,964
| New | +$534K | ﹤0.01% | 4343 |
|
|
2016
Q1 | – | Sell |
-10,822
| Closed | -$309K | – | 7172 |
|
|
2015
Q4 | $309K | Sell |
10,822
-8,595
| -44% | -$268K | ﹤0.01% | 5168 |
|
|
2015
Q3 | $610K | Sell |
19,417
-24,344
| -56% | -$804K | ﹤0.01% | 4514 |
|
|
2015
Q2 | $1.58M | Buy |
43,761
+21,501
| +97% | +$760K | ﹤0.01% | 3338 |
|
|
2015
Q1 | $819K | Sell |
22,260
-644
| -3% | -$24.1K | ﹤0.01% | 4206 |
|
|
2014
Q4 | $901K | Sell |
22,904
-13,582
| -37% | -$539K | ﹤0.01% | 3893 |
|
|
2014
Q3 | $1.34M | Buy |
36,486
+20,391
| +127% | +$780K | ﹤0.01% | 3334 |
|
|
2014
Q2 | $610K | Buy |
16,095
+180
| +1% | +$6.59K | ﹤0.01% | 4136 |
|
|
2014
Q1 | $570K | Buy |
+15,915
| New | +$593K | ﹤0.01% | 4163 |
|
Other funds holding FORR
PCM
PRCP
NCM
TCM
VCM
ACH
