IFP Advisors’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $163K | Sell |
501
-1,337
| -73% | -$409K | ﹤0.01% | 1509 |
|
|
2025
Q4 | $531K | Buy |
1,838
+1,799
| +4,613% | +$488K | 0.01% | 901 |
|
|
2025
Q3 | $9.93K | Buy |
+39
| New | +$10.6K | ﹤0.01% | 2906 |
|
|
2025
Q2 | – | Sell |
-89
| Closed | -$21.2K | – | 2444 |
|
|
2025
Q1 | $21.2K | Hold |
89
| – | – | ﹤0.01% | 2268 |
|
|
2024
Q4 | $25.4K | Buy |
89
+40
| +82% | +$10.8K | ﹤0.01% | 2137 |
|
|
2024
Q3 | $12.9K | Buy |
49
+1
| +2% | +$259 | ﹤0.01% | 2326 |
|
|
2024
Q2 | $11.5K | Buy |
48
+10
| +26% | +$2.06K | ﹤0.01% | 2293 |
|
|
2024
Q1 | $8.82K | Buy |
38
+5
| +15% | +$1.02K | ﹤0.01% | 2279 |
|
|
2023
Q4 | $6.42K | Buy |
33
+11
| +50% | +$1.64K | ﹤0.01% | 2338 |
|
|
2023
Q3 | $2.98K | Sell |
22
-20
| -48% | -$3.21K | ﹤0.01% | 2702 |
|
|
2023
Q2 | $6.61K | Buy |
42
+20
| +91% | +$3.43K | ﹤0.01% | 2438 |
|
|
2023
Q1 | $3.3K | Sell |
22
-59
| -73% | -$12.9K | ﹤0.01% | 2729 |
|
|
2022
Q4 | $14K | Sell |
81
-54
| -40% | -$8.62K | ﹤0.01% | 3137 |
|
|
2022
Q3 | $22K | Buy |
135
+22
| +19% | +$3.2K | ﹤0.01% | 2985 |
|
|
2022
Q2 | $18K | Hold |
113
| – | – | ﹤0.01% | 2921 |
|
|
2022
Q1 | $18K | Buy |
113
+78
| +223% | +$17.1K | ﹤0.01% | 2921 |
|
|
2021
Q4 | $10K | Buy |
35
+1
| +3% | +$281 | ﹤0.01% | 2209 |
|
|
2021
Q3 | $10K | Buy |
34
+3
| +10% | +$959 | ﹤0.01% | 2258 |
|
|
2021
Q2 | $10K | Hold |
31
| – | – | ﹤0.01% | 2196 |
|
|
2021
Q1 | $10K | Sell |
31
-6
| -16% | -$1.63K | ﹤0.01% | 2133 |
|
|
2020
Q4 | $11K | Sell |
37
-8
| -18% | -$1.78K | ﹤0.01% | 2024 |
|
|
2020
Q3 | $10K | Buy |
45
+4
| +10% | +$779 | ﹤0.01% | 1888 |
|
|
2020
Q2 | $8K | Buy |
41
+12
| +41% | +$2.26K | ﹤0.01% | 1891 |
|
|
2020
Q1 | $6K | Buy |
29
+7
| +32% | +$1.47K | ﹤0.01% | 1979 |
|
|
2019
Q4 | $5K | Hold |
22
| – | – | ﹤0.01% | 2156 |
|
|
2019
Q3 | $4K | Buy |
+22
| New | +$4.04K | ﹤0.01% | 2410 |
|
|
2019
Q1 | $3K | Sell |
18
-130
| -88% | -$21K | ﹤0.01% | 1990 |
|
|
2018
Q4 | $23K | Buy |
148
+25
| +20% | +$4.04K | ﹤0.01% | 2040 |
|
|
2018
Q3 | $20K | Buy |
123
+15
| +14% | +$2.39K | ﹤0.01% | 2446 |
|
|
2018
Q2 | $16K | Sell |
108
-62
| -36% | -$8.82K | ﹤0.01% | 2595 |
|
|
2018
Q1 | $21K | Hold |
170
| – | – | ﹤0.01% | 2345 |
|
|
2017
Q4 | $21K | Buy |
170
+122
| +254% | +$12.4K | ﹤0.01% | 2379 |
|
|
2017
Q3 | $5K | Sell |
48
-828
| -95% | -$72.7K | ﹤0.01% | 3368 |
|
|
2017
Q2 | $81K | Buy |
876
+24
| +3% | +$2.31K | ﹤0.01% | 1652 |
|
|
2017
Q1 | $83K | Sell |
852
-24
| -3% | -$2.13K | ﹤0.01% | 1616 |
|
|
2016
Q4 | $74K | Hold |
876
| – | – | ﹤0.01% | 1642 |
|
|
2016
Q3 | $71K | Sell |
876
-525
| -37% | -$40.6K | ﹤0.01% | 1590 |
|
|
2016
Q2 | $93K | Buy |
1,401
+1,383
| +7,683% | +$81.2K | 0.01% | 1378 |
|
|
2016
Q1 | $3K | Sell |
18
-1,504
| -99% | -$78.6K | ﹤0.01% | 1988 |
|
|
2015
Q4 | $65K | Buy |
+1,522
| New | +$70.5K | ﹤0.01% | 1442 |
|
Other funds holding BURL
VPM
VCM
