IFP Advisors’s Cathay General Bancorp CATY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$516 | – | 2770 |
|
|
2025
Q1 | – | Hold |
0
| – | -$571 | – | 3460 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3384 |
|
|
2023
Q1 | – | Sell |
-22
| Closed | -$1K | – | 3523 |
|
|
2022
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 4299 |
|
|
2022
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 4520 |
|
|
2022
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 4296 |
|
|
2022
Q1 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 4296 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3498 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3220 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3140 |
|
|
2020
Q4 | – | Sell |
-58
| Closed | -$1K | – | 3060 |
|
|
2020
Q3 | $1K | Buy |
58
+20
| +53% | +$345 | ﹤0.01% | 2581 |
|
|
2020
Q2 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 2483 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2830 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2921 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3124 |
|
|
2019
Q1 | – | Sell |
-2,627
| Closed | -$88K | – | 2495 |
|
|
2018
Q4 | $88K | Sell |
2,627
-2,514
| -49% | -$84.2K | 0.01% | 1259 |
|
|
2018
Q3 | $213K | Buy |
5,141
+126
| +3% | +$5.22K | 0.01% | 1036 |
|
|
2018
Q2 | $203K | Buy |
5,015
+2,253
| +82% | +$91.2K | 0.01% | 1052 |
|
|
2018
Q1 | $116K | Hold |
2,762
| – | – | 0.01% | 1297 |
|
|
2017
Q4 | $116K | Hold |
2,762
| – | – | 0.01% | 1294 |
|
|
2017
Q3 | $111K | Sell |
2,762
-100
| -3% | -$4.02K | ﹤0.01% | 1479 |
|
|
2017
Q2 | $109K | Hold |
2,862
| – | – | ﹤0.01% | 1474 |
|
|
2017
Q1 | $108K | Sell |
2,862
-335
| -10% | -$12.6K | ﹤0.01% | 1441 |
|
|
2016
Q4 | $122K | Hold |
3,197
| – | – | 0.01% | 1322 |
|
|
2016
Q3 | $98K | Hold |
3,197
| – | – | 0.01% | 1366 |
|
|
2016
Q2 | $90K | Buy |
+3,197
| New | +$90K | 0.01% | 1399 |
|
|
2016
Q1 | – | Sell |
-3,741
| Closed | -$117K | – | 2503 |
|
|
2015
Q4 | $117K | Buy |
+3,741
| New | +$117K | 0.01% | 1084 |
|