IFP Advisors’s C.H. Robinson CHRW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $381K | Sell |
2,891
-384
| -12% | -$50.6K | 0.01% | 946 |
|
2025
Q1 | $339K | Sell |
3,275
-44
| -1% | -$4.56K | 0.01% | 932 |
|
2024
Q4 | $347K | Sell |
3,319
-193
| -5% | -$20.2K | 0.01% | 885 |
|
2024
Q3 | $388K | Buy |
3,512
+201
| +6% | +$22.2K | 0.01% | 793 |
|
2024
Q2 | $292K | Buy |
3,311
+3,036
| +1,104% | +$268K | 0.01% | 850 |
|
2024
Q1 | $20.9K | Sell |
275
-13
| -5% | -$990 | ﹤0.01% | 1947 |
|
2023
Q4 | $24.9K | Sell |
288
-299
| -51% | -$25.8K | ﹤0.01% | 1827 |
|
2023
Q3 | $50.6K | Sell |
587
-5,053
| -90% | -$435K | ﹤0.01% | 1547 |
|
2023
Q2 | $532K | Sell |
5,640
-7,023
| -55% | -$663K | 0.02% | 628 |
|
2023
Q1 | $1.11M | Sell |
12,663
-470
| -4% | -$41.1K | 0.05% | 359 |
|
2022
Q4 | $1.19M | Sell |
13,133
-13,087
| -50% | -$1.18M | 0.03% | 557 |
|
2022
Q3 | $2.3M | Buy |
26,220
+24,587
| +1,506% | +$2.16M | 0.06% | 346 |
|
2022
Q2 | $145K | Hold |
1,633
| – | – | ﹤0.01% | 1470 |
|
2022
Q1 | $145K | Buy |
1,633
+1,293
| +380% | +$115K | ﹤0.01% | 1470 |
|
2021
Q4 | $37K | Sell |
340
-1,104
| -76% | -$120K | ﹤0.01% | 1633 |
|
2021
Q3 | $127K | Buy |
1,444
+344
| +31% | +$30.3K | ﹤0.01% | 1145 |
|
2021
Q2 | $103K | Buy |
1,100
+691
| +169% | +$64.7K | ﹤0.01% | 1225 |
|
2021
Q1 | $39K | Buy |
409
+51
| +14% | +$4.86K | ﹤0.01% | 1559 |
|
2020
Q4 | $34K | Sell |
358
-10
| -3% | -$950 | ﹤0.01% | 1584 |
|
2020
Q3 | $37K | Sell |
368
-5
| -1% | -$503 | ﹤0.01% | 1393 |
|
2020
Q2 | $29K | Sell |
373
-234
| -39% | -$18.2K | ﹤0.01% | 1437 |
|
2020
Q1 | $38K | Buy |
607
+267
| +79% | +$16.7K | ﹤0.01% | 1236 |
|
2019
Q4 | $27K | Sell |
340
-7,399
| -96% | -$588K | ﹤0.01% | 1492 |
|
2019
Q3 | $651K | Buy |
+7,739
| New | +$651K | 0.04% | 420 |
|
2019
Q1 | $2K | Sell |
18
-1,182
| -99% | -$131K | ﹤0.01% | 2069 |
|
2018
Q4 | $100K | Buy |
1,200
+269
| +29% | +$22.4K | 0.01% | 1186 |
|
2018
Q3 | $91K | Buy |
931
+682
| +274% | +$66.7K | ﹤0.01% | 1527 |
|
2018
Q2 | $21K | Sell |
249
-71
| -22% | -$5.99K | ﹤0.01% | 2393 |
|
2018
Q1 | $29K | Hold |
320
| – | – | ﹤0.01% | 2147 |
|
2017
Q4 | $29K | Sell |
320
-893
| -74% | -$80.9K | ﹤0.01% | 2142 |
|
2017
Q3 | $92K | Buy |
1,213
+11
| +0.9% | +$834 | ﹤0.01% | 1592 |
|
2017
Q2 | $83K | Sell |
1,202
-407
| -25% | -$28.1K | ﹤0.01% | 1625 |
|
2017
Q1 | $124K | Buy |
1,609
+73
| +5% | +$5.63K | 0.01% | 1370 |
|
2016
Q4 | $112K | Buy |
1,536
+466
| +44% | +$34K | 0.01% | 1383 |
|
2016
Q3 | $75K | Buy |
1,070
+395
| +59% | +$27.7K | ﹤0.01% | 1540 |
|
2016
Q2 | $50K | Buy |
675
+657
| +3,650% | +$48.7K | ﹤0.01% | 1750 |
|
2016
Q1 | $2K | Sell |
18
-632
| -97% | -$70.2K | ﹤0.01% | 2069 |
|
2015
Q4 | $40K | Buy |
+650
| New | +$40K | ﹤0.01% | 1734 |
|