Commonwealth Equity Services’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
$288K Sell
1,421
-109
-7% -$25.7K ﹤0.01% 3676
2025
Q4
$350K Sell
1,530
-736
-32% -$191K ﹤0.01% 3522
2025
Q3
$703K Sell
2,266
-101
-4% -$31.7K ﹤0.01% 2896
2025
Q2
$690K Buy
2,367
+777
+49% +$235K ﹤0.01% 2887
2025
Q1
$506K Sell
1,590
-91
-5% -$30.9K ﹤0.01% 3011
2024
Q4
$573K Sell
1,681
-67
-4% -$24.4K ﹤0.01% 2851
2024
Q3
$659K Sell
1,748
-1,794
-51% -$621K ﹤0.01% 2676
2024
Q2
$1.09M Sell
3,542
-1,817
-34% -$658K ﹤0.01% 2217
2024
Q1
$2.16M Buy
5,359
+422
+9% +$165K ﹤0.01% 1730
2023
Q4
$1.97M Sell
4,937
-2,479
-33% -$869K ﹤0.01% 1713
2023
Q3
$2.64M Sell
7,416
-72
-1% -$26.2K 0.01% 1420
2023
Q2
$2.81M Sell
7,488
-1,144
-13% -$391K 0.01% 1397
2023
Q1
$2.96K Buy
8,632
+1,096
+15% +$389K 0.01% 1301
2022
Q4
$2.28M Buy
7,536
+2,494
+49% +$790K 0.01% 1422
2022
Q3
$1.6M Buy
5,042
+2,205
+78% +$787K ﹤0.01% 1580
2022
Q2
$996K Buy
2,837
+545
+24% +$216K ﹤0.01% 1904
2022
Q1
$969K Buy
2,292
+473
+26% +$221K ﹤0.01% 2024
2021
Q4
$1.03M Sell
1,819
-75
-4% -$39.3K ﹤0.01% 1968
2021
Q3
$822K Sell
1,894
-44
-2% -$20.9K ﹤0.01% 2078
2021
Q2
$889K Buy
1,938
+887
+84% +$373K ﹤0.01% 2003
2021
Q1
$363K Sell
1,051
-81
-7% -$28.2K ﹤0.01% 2586
2020
Q4
$421K Buy
1,132
+190
+20% +$66.3K ﹤0.01% 2280
2020
Q3
$315K Sell
942
-168
-15% -$52K ﹤0.01% 2320
2020
Q2
$301K Buy
+1,110
New +$257K ﹤0.01% 2276
2018
Q3
Sell
-2,629
Closed -$398K 2849
2018
Q2
$398K Buy
+2,629
New +$386K ﹤0.01% 1913

Other funds holding POOL