Clearstead Advisors’s F5 FFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.6K | Sell |
291
-4
| -1% | -$1.18K | ﹤0.01% | 1108 |
|
|
2025
Q1 | $78.6K | Buy |
295
+67
| +29% | +$17.8K | ﹤0.01% | 1047 |
|
|
2024
Q4 | $57.3K | Sell |
228
-195
| -46% | -$49K | ﹤0.01% | 1131 |
|
|
2024
Q3 | $93.1K | Sell |
423
-95
| -18% | -$20.9K | ﹤0.01% | 1040 |
|
|
2024
Q2 | $89.2K | Buy |
518
+5
| +1% | +$861 | ﹤0.01% | 1022 |
|
|
2024
Q1 | $87.9K | Sell |
513
-205
| -29% | -$35.1K | ﹤0.01% | 631 |
|
|
2023
Q4 | $129K | Sell |
718
-948
| -57% | -$170K | 0.01% | 534 |
|
|
2023
Q3 | $268K | Buy |
1,666
+711
| +74% | +$115K | 0.01% | 505 |
|
|
2023
Q2 | $140K | Buy |
955
+510
| +115% | +$74.6K | 0.01% | 497 |
|
|
2023
Q1 | $64.8K | Buy |
445
+192
| +76% | +$28K | ﹤0.01% | 608 |
|
|
2022
Q4 | $36.3K | Hold |
253
| – | – | ﹤0.01% | 680 |
|
|
2022
Q3 | $37K | Hold |
253
| – | – | ﹤0.01% | 664 |
|
|
2022
Q2 | $39K | Hold |
253
| – | – | ﹤0.01% | 664 |
|
|
2022
Q1 | $53K | Buy |
253
+232
| +1,105% | +$48.6K | ﹤0.01% | 664 |
|
|
2021
Q4 | $5K | Hold |
21
| – | – | ﹤0.01% | 989 |
|
|
2021
Q3 | $4K | Hold |
21
| – | – | ﹤0.01% | 1047 |
|
|
2021
Q2 | $4K | Hold |
21
| – | – | ﹤0.01% | 913 |
|
|
2021
Q1 | $4K | Hold |
21
| – | – | ﹤0.01% | 883 |
|
|
2020
Q4 | $4K | Hold |
21
| – | – | ﹤0.01% | 823 |
|
|
2020
Q3 | $3K | Sell |
21
-62
| -75% | -$8.86K | ﹤0.01% | 783 |
|
|
2020
Q2 | $12K | Buy |
+83
| New | +$12K | ﹤0.01% | 580 |
|