IFP Advisors’s Celsius Holdings CELH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
26,154
-1,846
| -7% | -$85.6K | 0.03% | 522 |
|
|
2025
Q1 | $1,000K | Sell |
28,000
-2,285
| -8% | -$81.6K | 0.03% | 550 |
|
|
2024
Q4 | $799K | Buy |
30,285
+5,315
| +21% | +$140K | 0.03% | 582 |
|
|
2024
Q3 | $783K | Buy |
24,970
+4,120
| +20% | +$129K | 0.03% | 540 |
|
|
2024
Q2 | $1.19M | Sell |
20,850
-247
| -1% | -$14.1K | 0.05% | 396 |
|
|
2024
Q1 | $1.75M | Buy |
21,097
+221
| +1% | +$18.3K | 0.08% | 276 |
|
|
2023
Q4 | $1.14M | Buy |
20,876
+221
| +1% | +$12K | 0.05% | 359 |
|
|
2023
Q3 | $1.18M | Buy |
20,655
+2,250
| +12% | +$129K | 0.05% | 353 |
|
|
2023
Q2 | $915K | Buy |
18,405
+3,588
| +24% | +$178K | 0.04% | 455 |
|
|
2023
Q1 | $23.2K | Buy |
14,817
+2,262
| +18% | +$3.54K | ﹤0.01% | 1953 |
|
|
2022
Q4 | $38K | Buy |
12,555
+2,070
| +20% | +$6.27K | ﹤0.01% | 2424 |
|
|
2022
Q3 | $41K | Sell |
10,485
-2,199
| -17% | -$8.6K | ﹤0.01% | 2520 |
|
|
2022
Q2 | $28K | Hold |
12,684
| – | – | ﹤0.01% | 2570 |
|
|
2022
Q1 | $28K | Buy |
12,684
+5,991
| +90% | +$13.2K | ﹤0.01% | 2570 |
|
|
2021
Q4 | $167K | Buy |
6,693
+4,722
| +240% | +$118K | ﹤0.01% | 1022 |
|
|
2021
Q3 | $60K | Buy |
1,971
+3
| +0.2% | +$91 | ﹤0.01% | 1462 |
|
|
2021
Q2 | $50K | Buy |
+1,968
| New | +$50K | ﹤0.01% | 1516 |
|
|
2021
Q1 | – | Sell |
-1,230
| Closed | -$20K | – | 3155 |
|
|
2020
Q4 | $20K | Buy |
+1,230
| New | +$20K | ﹤0.01% | 1789 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2951 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2835 |
|