Global Retirement Partners’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Buy |
+52,063
| New | +$441K | 0.01% | 770 |
|
|
2024
Q4 | $394K | Buy |
48,892
+35,863
| +275% | +$289K | 0.01% | 714 |
|
|
2024
Q3 | $98.8K | Buy |
13,029
+8,410
| +182% | +$63.7K | ﹤0.01% | 1242 |
|
|
2024
Q2 | $28.5K | Buy |
4,619
+761
| +20% | +$4.7K | ﹤0.01% | 1817 |
|
|
2024
Q1 | $21.3K | Hold |
3,858
| – | – | ﹤0.01% | 1785 |
|
|
2023
Q4 | $23.5K | Buy |
3,858
+548
| +17% | +$3.34K | ﹤0.01% | 1685 |
|
|
2023
Q3 | $15.7K | Buy |
3,310
+102
| +3% | +$482 | ﹤0.01% | 1757 |
|
|
2023
Q2 | $17.5K | Buy |
3,208
+689
| +27% | +$3.76K | ﹤0.01% | 1729 |
|
|
2023
Q1 | $13.5K | Buy |
2,519
+729
| +41% | +$3.9K | ﹤0.01% | 1802 |
|
|
2022
Q4 | $10.5K | Buy |
1,790
+763
| +74% | +$4.46K | ﹤0.01% | 1760 |
|
|
2022
Q3 | $6K | Sell |
1,027
-1,026
| -50% | -$5.99K | ﹤0.01% | 1853 |
|
|
2022
Q2 | $15K | Buy |
2,053
+58
| +3% | +$424 | ﹤0.01% | 1465 |
|
|
2022
Q1 | $16K | Buy |
1,995
+1,009
| +102% | +$8.09K | ﹤0.01% | 1428 |
|
|
2021
Q4 | $11K | Hold |
986
| – | – | 0.01% | 146 |
|
|
2021
Q3 | $11K | Buy |
986
+353
| +56% | +$3.94K | ﹤0.01% | 1387 |
|
|
2021
Q2 | $8K | Sell |
633
-114
| -15% | -$1.44K | ﹤0.01% | 1435 |
|
|
2021
Q1 | $10K | Sell |
747
-398
| -35% | -$5.33K | ﹤0.01% | 1285 |
|
|
2020
Q4 | $14K | Buy |
1,145
+403
| +54% | +$4.93K | ﹤0.01% | 1150 |
|
|
2020
Q3 | $8K | Buy |
742
+105
| +16% | +$1.13K | ﹤0.01% | 1203 |
|
|
2020
Q2 | $6K | Sell |
637
-64
| -9% | -$603 | ﹤0.01% | 1236 |
|
|
2020
Q1 | $6K | Hold |
701
| – | – | ﹤0.01% | 1163 |
|
|
2019
Q4 | $6K | Buy |
701
+637
| +995% | +$5.45K | ﹤0.01% | 1280 |
|
|
2019
Q3 | $1K | Hold |
64
| – | – | ﹤0.01% | 1503 |
|
|
2019
Q2 | $1K | Hold |
64
| – | – | ﹤0.01% | 1496 |
|
|
2019
Q1 | $1K | Hold |
64
| – | – | ﹤0.01% | 1449 |
|
|
2018
Q4 | $1K | Hold |
64
| – | – | ﹤0.01% | 1385 |
|
|
2018
Q3 | $1K | Hold |
64
| – | – | ﹤0.01% | 1464 |
|
|
2018
Q2 | $0 | Hold |
64
| – | – | ﹤0.01% | 1532 |
|
|
2018
Q1 | $0 | Hold |
64
| – | – | ﹤0.01% | 1493 |
|
|
2017
Q4 | $0 | Hold |
64
| – | – | ﹤0.01% | 1435 |
|
|
2017
Q3 | $0 | Buy |
+64
| New | – | ﹤0.01% | 1216 |
|