IFP Advisors’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $169K | Buy |
8,000
+350
| +5% | +$8.53K | ﹤0.01% | 1490 |
|
|
2025
Q4 | $195K | Buy |
7,650
+946
| +14% | +$21K | ﹤0.01% | 1385 |
|
|
2025
Q3 | $139K | Sell |
6,704
-479
| -7% | -$9.48K | ﹤0.01% | 1482 |
|
|
2025
Q2 | $134K | Buy |
7,183
+4,050
| +129% | +$67K | ﹤0.01% | 1479 |
|
|
2025
Q1 | $48.1K | Buy |
3,133
+34
| +1% | +$509 | ﹤0.01% | 1912 |
|
|
2024
Q4 | $41.2K | Buy |
3,099
+306
| +11% | +$3.96K | ﹤0.01% | 1918 |
|
|
2024
Q3 | $33.9K | Buy |
2,793
+267
| +11% | +$3.13K | ﹤0.01% | 1896 |
|
|
2024
Q2 | $27.1K | Buy |
2,526
+343
| +16% | +$3.57K | ﹤0.01% | 1940 |
|
|
2024
Q1 | $20.6K | Hold |
2,183
| – | – | ﹤0.01% | 1952 |
|
|
2023
Q4 | $17.2K | Sell |
2,183
-2,102
| -49% | -$15.1K | ﹤0.01% | 1975 |
|
|
2023
Q3 | $33.4K | Buy |
4,285
+2,397
| +127% | +$18.6K | ﹤0.01% | 1733 |
|
|
2023
Q2 | $14.8K | Buy |
1,888
+107
| +6% | +$828 | ﹤0.01% | 2150 |
|
|
2023
Q1 | $26.6K | Sell |
1,781
-6,830
| -79% | -$56.5K | ﹤0.01% | 1895 |
|
|
2022
Q4 | $129K | Sell |
8,611
-4,329
| -33% | -$31.6K | ﹤0.01% | 1601 |
|
|
2022
Q3 | $194K | Buy |
12,940
+1,958
| +18% | +$15.1K | 0.01% | 1423 |
|
|
2022
Q2 | $166K | Hold |
10,982
| – | – | 0.01% | 1385 |
|
|
2022
Q1 | $166K | Buy |
10,982
+9,266
| +540% | +$94.5K | 0.01% | 1385 |
|
|
2021
Q4 | $18K | Buy |
1,716
+39
| +2% | +$409 | ﹤0.01% | 1986 |
|
|
2021
Q3 | $17K | Buy |
1,677
+18
| +1% | +$179 | ﹤0.01% | 2042 |
|
|
2021
Q2 | $16K | Buy |
1,659
+9
| +0.5% | +$92 | ﹤0.01% | 2025 |
|
|
2021
Q1 | $17K | Hold |
1,650
| – | – | ﹤0.01% | 1906 |
|
|
2020
Q4 | $13K | Hold |
1,650
| – | – | ﹤0.01% | 1948 |
|
|
2020
Q3 | $8K | Buy |
+1,650
| New | +$9.12K | ﹤0.01% | 1971 |
|
|
2020
Q2 | – | Sell |
-3,332
| Closed | -$17.4K | – | 2816 |
|
|
2020
Q1 | $17K | Buy |
3,332
+2,096
| +170% | +$16.2K | ﹤0.01% | 1555 |
|
|
2019
Q4 | $12K | Buy |
1,236
+417
| +51% | +$3.6K | ﹤0.01% | 1827 |
|
|
2019
Q3 | $6K | Buy |
+819
| New | +$5.92K | ﹤0.01% | 2265 |
|
|
2019
Q1 | $13K | Sell |
1,733
-2,253
| -57% | -$18.1K | ﹤0.01% | 1491 |
|
|
2018
Q4 | $29K | Sell |
3,986
-2,703
| -40% | -$21.8K | ﹤0.01% | 1912 |
|
|
2018
Q3 | $57K | Buy |
6,689
+1,566
| +31% | +$14.5K | ﹤0.01% | 1822 |
|
|
2018
Q2 | $49K | Sell |
5,123
-8,927
| -64% | -$96.6K | ﹤0.01% | 1922 |
|
|
2018
Q1 | $146K | Hold |
14,050
| – | – | 0.01% | 1148 |
|
|
2017
Q4 | $146K | Sell |
14,050
-117
| -0.8% | -$1.14K | 0.01% | 1154 |
|
|
2017
Q3 | $140K | Sell |
14,167
-3,311
| -19% | -$32.8K | 0.01% | 1354 |
|
|
2017
Q2 | $176K | Sell |
17,478
-5,817
| -25% | -$59.3K | 0.01% | 1200 |
|
|
2017
Q1 | $249K | Sell |
23,295
-97
| -0.4% | -$1.04K | 0.01% | 1011 |
|
|
2016
Q4 | $243K | Sell |
23,392
-1,189
| -5% | -$11.2K | 0.01% | 955 |
|
|
2016
Q3 | $201K | Sell |
24,581
-8,097
| -25% | -$63.9K | 0.01% | 1005 |
|
|
2016
Q2 | $233K | Buy |
32,678
+30,867
| +1,704% | +$278K | 0.01% | 899 |
|
|
2016
Q1 | $13K | Sell |
1,811
-687
| -28% | -$6.4K | ﹤0.01% | 1491 |
|
|
2015
Q4 | $30K | Buy |
+2,498
| New | +$33.1K | ﹤0.01% | 1911 |
|
Other funds holding BCS
