D.A. Davidson & Co’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $485K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $325K | Buy |
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|
2024
Q1 | $299K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $233K | Hold |
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|
2022
Q4 | $213K | Sell |
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|
2022
Q3 | $209K | Sell |
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|
2022
Q2 | $227K | Sell |
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|
2022
Q1 | $264K | Buy |
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|
2021
Q4 | $243K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $251K | Sell |
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|
2019
Q3 | $996K | Sell |
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|
2019
Q2 | $1.1M | Sell |
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|
2019
Q1 | $1.02M | Buy |
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|
2018
Q4 | $820K | Buy |
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|
2018
Q3 | $746K | Buy |
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|
2018
Q2 | $854K | Buy |
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|
2018
Q1 | $754K | Buy |
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|
2017
Q4 | $815K | Sell |
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|
2017
Q3 | $1.23M | Buy |
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|
2017
Q2 | $1.07M | Buy |
|
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|
2017
Q1 | $845K | Sell |
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|
2016
Q4 | $854K | Sell |
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|
2016
Q3 | $842K | Buy |
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|
2016
Q2 | $6K | Sell |
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|
2016
Q1 | $12K | Buy |
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|
2015
Q4 | $8K | Buy |
|
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|
2015
Q3 | $8K | Sell |
|
|||||
|
2015
Q2 | $14K | Buy |
|
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|
2015
Q1 | $12K | Sell |
|
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|
2014
Q4 | $33K | Buy |
|
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|
2014
Q3 | $32K | Hold |
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|
2014
Q2 | $27K | Hold |
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|
2014
Q1 | $28K | Buy |
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|
2013
Q4 | $19K | Buy |
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|
2013
Q3 | $10K | Hold |
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|
2013
Q2 | $7K | Buy |
|