Foundations Investment Advisors’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	$283K	Hold	1,399	–	–	﹤0.01%	935
2025 Q4	$320K	Sell	1,399 -88	-6%	-$22.9K	﹤0.01%	870
2025 Q3	$461K	Buy	1,487 +6	+0.4%	+$1.88K	0.01%	681
2025 Q2	$432K	Sell	1,481 -29	-2%	-$8.77K	0.01%	631
2025 Q1	$481K	Buy	1,510 +100	+7%	+$33.9K	0.01%	592
2024 Q4	$481K	Buy	1,410 +25	+2%	+$9.11K	0.01%	548
2024 Q3	$522K	Sell	1,385 -34	-2%	-$11.8K	0.01%	512
2024 Q2	$436K	Buy	1,419 +5	+0.4%	+$1.81K	0.01%	522
2024 Q1	$571K	Buy	1,414 +2	+0.1%	+$782	0.01%	442
2023 Q4	$532K	Buy	1,412 +5	+0.4%	+$1.75K	0.01%	427
2023 Q3	$501K	Buy	1,407 +18	+1%	+$6.55K	0.02%	380
2023 Q2	$520K	Sell	1,389 -13	-0.9%	-$4.44K	0.02%	357
2023 Q1	$480K	Buy	1,402 +7	+0.5%	+$2.48K	0.02%	328
2022 Q4	$422K	Buy	1,395 +38	+3%	+$12K	0.02%	303
2022 Q3	$432K	Sell	1,357 -27	-2%	-$9.63K	0.02%	273
2022 Q2	$516K	Buy	1,384 +31	+2%	+$12.3K	0.02%	221
2022 Q1	$560K	Buy	+1,353	New	+$632K	0.02%	179