Focus Partners Wealth’s Pool Corp POOL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$284K Sell
974
-154
-14% -$44.9K ﹤0.01% 1698
2025
Q1
$359K Sell
1,128
-36,319
-97% -$11.6M ﹤0.01% 1477
2024
Q4
$12.8M Buy
37,447
+33,734
+909% +$11.5M 0.03% 404
2024
Q3
$2.61M Sell
3,713
-33,654
-90% -$23.7M 0.01% 708
2024
Q2
$11.5M Buy
37,367
+36,697
+5,477% +$11.3M 0.04% 355
2024
Q1
$270K Buy
+670
New +$270K ﹤0.01% 869