IFP Advisors’s American Coastal Insurance ACIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133 | Buy |
+12
| New | +$133 | ﹤0.01% | 4695 |
|
|
2025
Q1 | – | Hold |
0
| – | -$27 | – | 4144 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4403 |
|
|
2022
Q4 | – | Sell |
-1,342
| Closed | -$27K | – | 4588 |
|
|
2022
Q3 | $27K | Hold |
1,342
| – | – | ﹤0.01% | 2831 |
|
|
2022
Q2 | $27K | Hold |
1,342
| – | – | ﹤0.01% | 2601 |
|
|
2022
Q1 | $27K | Buy |
+1,342
| New | +$27K | ﹤0.01% | 2601 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3299 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3009 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 2943 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 2886 |
|
|
2020
Q3 | – | Sell |
-54
| Closed | – | – | 2791 |
|
|
2020
Q2 | $0 | Buy |
+54
| New | – | ﹤0.01% | 2689 |
|
|
2018
Q4 | – | Sell |
-150
| Closed | -$3K | – | 3443 |
|
|
2018
Q3 | $3K | Hold |
150
| – | – | ﹤0.01% | 3334 |
|
|
2018
Q2 | $3K | Sell |
150
-1,228
| -89% | -$24.6K | ﹤0.01% | 3394 |
|
|
2018
Q1 | $24K | Hold |
1,378
| – | – | ﹤0.01% | 2265 |
|
|
2017
Q4 | $24K | Sell |
1,378
-1,000
| -42% | -$17.4K | ﹤0.01% | 2261 |
|
|
2017
Q3 | $39K | Sell |
2,378
-2,140
| -47% | -$35.1K | ﹤0.01% | 2124 |
|
|
2017
Q2 | $71K | Sell |
4,518
-685
| -13% | -$10.8K | ﹤0.01% | 1716 |
|
|
2017
Q1 | $83K | Buy |
5,203
+407
| +8% | +$6.49K | ﹤0.01% | 1606 |
|
|
2016
Q4 | $73K | Sell |
4,796
-1,001
| -17% | -$15.2K | ﹤0.01% | 1642 |
|
|
2016
Q3 | $98K | Hold |
5,797
| – | – | 0.01% | 1365 |
|
|
2016
Q2 | $95K | Buy |
+5,797
| New | +$95K | 0.01% | 1365 |
|
|
2016
Q1 | – | Sell |
-401
| Closed | -$7K | – | 2348 |
|
|
2015
Q4 | $7K | Buy |
+401
| New | +$7K | ﹤0.01% | 2725 |
|