IFP Advisors’s Ashland ASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.4K | Buy |
1,321
+1,269
| +2,440% | +$63.8K | ﹤0.01% | 1891 |
|
|
2025
Q1 | $3.08K | Buy |
52
+28
| +117% | +$1.66K | ﹤0.01% | 3002 |
|
|
2024
Q4 | $1.72K | Buy |
+24
| New | +$1.72K | ﹤0.01% | 3154 |
|
|
2024
Q1 | – | Sell |
-29
| Closed | -$2.45K | – | 3118 |
|
|
2023
Q4 | $2.45K | Hold |
29
| – | – | ﹤0.01% | 2631 |
|
|
2023
Q3 | $2.37K | Sell |
29
-112
| -79% | -$9.15K | ﹤0.01% | 2781 |
|
|
2023
Q2 | $12.3K | Buy |
+141
| New | +$12.3K | ﹤0.01% | 2225 |
|
|
2023
Q1 | – | Sell |
-1,472
| Closed | -$115K | – | 3412 |
|
|
2022
Q4 | $115K | Sell |
1,472
-40
| -3% | -$3.13K | ﹤0.01% | 1668 |
|
|
2022
Q3 | $118K | Buy |
1,512
+64
| +4% | +$5K | ﹤0.01% | 1740 |
|
|
2022
Q2 | $113K | Hold |
1,448
| – | – | ﹤0.01% | 1604 |
|
|
2022
Q1 | $113K | Buy |
+1,448
| New | +$113K | ﹤0.01% | 1604 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3383 |
|
|
2021
Q2 | – | Sell |
-227
| Closed | -$20K | – | 3093 |
|
|
2021
Q1 | $20K | Hold |
227
| – | – | ﹤0.01% | 1837 |
|
|
2020
Q4 | $18K | Hold |
227
| – | – | ﹤0.01% | 1830 |
|
|
2020
Q3 | $16K | Hold |
227
| – | – | ﹤0.01% | 1722 |
|
|
2020
Q2 | $16K | Buy |
+227
| New | +$16K | ﹤0.01% | 1629 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2744 |
|
|
2019
Q4 | – | Sell |
-1,170
| Closed | -$89K | – | 2850 |
|
|
2019
Q3 | $89K | Buy |
+1,170
| New | +$89K | 0.01% | 1116 |
|
|
2019
Q1 | $91K | Sell |
1,170
-8
| -0.7% | -$622 | 0.01% | 721 |
|
|
2018
Q4 | $83K | Sell |
1,178
-92
| -7% | -$6.48K | 0.01% | 1290 |
|
|
2018
Q3 | $107K | Hold |
1,270
| – | – | ﹤0.01% | 1423 |
|
|
2018
Q2 | $99K | Hold |
1,270
| – | – | ﹤0.01% | 1470 |
|
|
2018
Q1 | $90K | Hold |
1,270
| – | – | ﹤0.01% | 1443 |
|
|
2017
Q4 | $90K | Hold |
1,270
| – | – | ﹤0.01% | 1441 |
|
|
2017
Q3 | $83K | Sell |
1,270
-98
| -7% | -$6.41K | ﹤0.01% | 1652 |
|
|
2017
Q2 | $90K | Sell |
1,368
-2,503
| -65% | -$165K | ﹤0.01% | 1569 |
|
|
2017
Q1 | $234K | Sell |
3,871
-13
| -0.3% | -$786 | 0.01% | 1032 |
|
|
2016
Q4 | $208K | Buy |
3,884
+9
| +0.2% | +$482 | 0.01% | 1032 |
|
|
2016
Q3 | $220K | Sell |
3,875
-626
| -14% | -$35.5K | 0.01% | 949 |
|
|
2016
Q2 | $253K | Buy |
4,501
+2,110
| +88% | +$119K | 0.01% | 856 |
|
|
2016
Q1 | $91K | Sell |
2,391
-2,124
| -47% | -$80.8K | 0.01% | 721 |
|
|
2015
Q4 | $227K | Buy |
+4,515
| New | +$227K | 0.02% | 777 |
|