IFP Advisors’s Calumet Specialty Products CLMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.5K | Hold |
2,000
| – | – | ﹤0.01% | 2292 |
|
|
2025
Q1 | $25.4K | Hold |
2,000
| – | – | ﹤0.01% | 2201 |
|
|
2024
Q4 | $44K | Sell |
2,000
-2,000
| -50% | -$44K | ﹤0.01% | 1883 |
|
|
2024
Q3 | $62.4K | Buy |
4,000
+2,000
| +100% | +$31.2K | ﹤0.01% | 1626 |
|
|
2024
Q2 | $32.1K | Hold |
2,000
| – | – | ﹤0.01% | 1865 |
|
|
2024
Q1 | $29.7K | Hold |
2,000
| – | – | ﹤0.01% | 1796 |
|
|
2023
Q4 | $35.7K | Hold |
2,000
| – | – | ﹤0.01% | 1680 |
|
|
2023
Q3 | $38.2K | Hold |
2,000
| – | – | ﹤0.01% | 1669 |
|
|
2023
Q2 | $31.7K | Buy |
+2,000
| New | +$31.7K | ﹤0.01% | 1806 |
|
|
2021
Q4 | – | Sell |
-780
| Closed | -$6K | – | 3346 |
|
|
2021
Q3 | $6K | Hold |
780
| – | – | ﹤0.01% | 2411 |
|
|
2021
Q2 | $5K | Hold |
780
| – | – | ﹤0.01% | 2439 |
|
|
2021
Q1 | $5K | Hold |
780
| – | – | ﹤0.01% | 2381 |
|
|
2020
Q4 | $2K | Hold |
780
| – | – | ﹤0.01% | 2565 |
|
|
2020
Q3 | $2K | Hold |
780
| – | – | ﹤0.01% | 2433 |
|
|
2020
Q2 | $2K | Hold |
780
| – | – | ﹤0.01% | 2338 |
|
|
2020
Q1 | $1K | Buy |
+780
| New | +$1K | ﹤0.01% | 2457 |
|
|
2019
Q1 | $1K | Sell |
175
-1,804
| -91% | -$10.3K | ﹤0.01% | 2187 |
|
|
2018
Q4 | $4K | Sell |
1,979
-3,652
| -65% | -$7.38K | ﹤0.01% | 2870 |
|
|
2018
Q3 | $36K | Sell |
5,631
-250
| -4% | -$1.6K | ﹤0.01% | 2061 |
|
|
2018
Q2 | $44K | Sell |
5,881
-3,863
| -40% | -$28.9K | ﹤0.01% | 1976 |
|
|
2018
Q1 | $75K | Hold |
9,744
| – | – | ﹤0.01% | 1554 |
|
|
2017
Q4 | $75K | Sell |
9,744
-8,992
| -48% | -$69.2K | ﹤0.01% | 1550 |
|
|
2017
Q3 | $156K | Sell |
18,736
-2,300
| -11% | -$19.2K | 0.01% | 1288 |
|
|
2017
Q2 | $89K | Sell |
21,036
-1,650
| -7% | -$6.98K | ﹤0.01% | 1579 |
|
|
2017
Q1 | $86K | Sell |
22,686
-1,145
| -5% | -$4.34K | ﹤0.01% | 1572 |
|
|
2016
Q4 | $95K | Sell |
23,831
-5,224
| -18% | -$20.8K | ﹤0.01% | 1483 |
|
|
2016
Q3 | $131K | Sell |
29,055
-100
| -0.3% | -$451 | 0.01% | 1212 |
|
|
2016
Q2 | $143K | Buy |
29,155
+28,980
| +16,560% | +$142K | 0.01% | 1146 |
|
|
2016
Q1 | $1K | Sell |
175
-9,266
| -98% | -$52.9K | ﹤0.01% | 2187 |
|
|
2015
Q4 | $188K | Buy |
+9,441
| New | +$188K | 0.01% | 852 |
|