IFG Advisory’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
43,973
+8,983
| +26% | +$365K | 0.09% | 238 |
|
|
2025
Q1 | $1.43M | Buy |
34,990
+5,570
| +19% | +$228K | 0.08% | 262 |
|
|
2024
Q4 | $1.7M | Buy |
29,420
+2,891
| +11% | +$167K | 0.1% | 226 |
|
|
2024
Q3 | $2.21M | Buy |
26,529
+4,279
| +19% | +$356K | 0.14% | 188 |
|
|
2024
Q2 | $1.74M | Buy |
+22,250
| New | +$1.74M | 0.11% | 216 |
|
|
2022
Q2 | – | Sell |
-5,147
| Closed | -$542K | – | 515 |
|
|
2022
Q1 | $542K | Sell |
5,147
-174
| -3% | -$18.3K | 0.05% | 297 |
|
|
2021
Q4 | $584K | Hold |
5,321
| – | – | 0.06% | 270 |
|
|
2021
Q3 | $636K | Sell |
5,321
-418
| -7% | -$50K | 0.07% | 240 |
|
|
2021
Q2 | $786K | Sell |
5,739
-4,541
| -44% | -$622K | 0.09% | 224 |
|
|
2021
Q1 | $1.37M | Sell |
10,280
-101
| -1% | -$13.5K | 0.17% | 142 |
|
|
2020
Q4 | $989K | Buy |
10,381
+796
| +8% | +$75.8K | 0.14% | 174 |
|
|
2020
Q3 | $904K | Hold |
9,585
| – | – | 0.15% | 166 |
|
|
2020
Q2 | $887K | Hold |
9,585
| – | – | 0.16% | 151 |
|
|
2020
Q1 | $461K | Sell |
9,585
-198
| -2% | -$9.52K | 0.1% | 205 |
|
|
2019
Q4 | $994K | Buy |
9,783
+459
| +5% | +$46.6K | 0.18% | 136 |
|
|
2019
Q3 | $820K | Buy |
9,324
+57
| +0.6% | +$5.01K | 0.16% | 159 |
|
|
2019
Q2 | $845K | Buy |
9,267
+918
| +11% | +$83.7K | 0.15% | 139 |
|
|
2019
Q1 | $704K | Buy |
8,349
+3,908
| +88% | +$330K | 0.13% | 147 |
|
|
2018
Q4 | $340K | Sell |
4,441
-193
| -4% | -$14.8K | 0.08% | 229 |
|
|
2018
Q3 | $467K | Buy |
4,634
+1,976
| +74% | +$199K | 0.09% | 218 |
|
|
2018
Q2 | $324K | Sell |
2,658
-219
| -8% | -$26.7K | 0.07% | 254 |
|
|
2018
Q1 | $329K | Sell |
2,877
-275
| -9% | -$31.4K | 0.07% | 252 |
|
|
2017
Q4 | $390K | Buy |
+3,152
| New | +$390K | 0.09% | 215 |
|