IFP Advisors’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-168
| Closed | -$9.92K | – | 1962 |
|
|
2025
Q1 | $9.92K | Sell |
168
-34
| -17% | -$2.01K | ﹤0.01% | 2576 |
|
|
2024
Q4 | $12.5K | Sell |
202
-47
| -19% | -$2.91K | ﹤0.01% | 2451 |
|
|
2024
Q3 | $14.9K | Sell |
249
-7
| -3% | -$419 | ﹤0.01% | 2271 |
|
|
2024
Q2 | $13.1K | Buy |
256
+175
| +216% | +$8.93K | ﹤0.01% | 2253 |
|
|
2024
Q1 | $4.46K | Sell |
81
-14,935
| -99% | -$821K | ﹤0.01% | 2488 |
|
|
2023
Q4 | $838K | Sell |
15,016
-50
| -0.3% | -$2.79K | 0.04% | 427 |
|
|
2023
Q3 | $626K | Buy |
15,066
+14,894
| +8,659% | +$619K | 0.03% | 517 |
|
|
2023
Q2 | $7.3K | Sell |
172
-464
| -73% | -$19.7K | ﹤0.01% | 2402 |
|
|
2023
Q1 | $60.9K | Sell |
636
-1,154
| -64% | -$110K | ﹤0.01% | 1478 |
|
|
2022
Q4 | $188K | Sell |
1,790
-138
| -7% | -$14.5K | 0.01% | 1387 |
|
|
2022
Q3 | $196K | Buy |
1,928
+182
| +10% | +$18.5K | 0.01% | 1410 |
|
|
2022
Q2 | $168K | Hold |
1,746
| – | – | 0.01% | 1377 |
|
|
2022
Q1 | $168K | Buy |
1,746
+777
| +80% | +$74.8K | 0.01% | 1377 |
|
|
2021
Q4 | $84K | Buy |
969
+75
| +8% | +$6.5K | ﹤0.01% | 1317 |
|
|
2021
Q3 | $72K | Buy |
894
+458
| +105% | +$36.9K | ﹤0.01% | 1387 |
|
|
2021
Q2 | $31K | Buy |
436
+320
| +276% | +$22.8K | ﹤0.01% | 1722 |
|
|
2021
Q1 | $8K | Sell |
116
-287
| -71% | -$19.8K | ﹤0.01% | 2197 |
|
|
2020
Q4 | $23K | Sell |
403
-93
| -19% | -$5.31K | ﹤0.01% | 1740 |
|
|
2020
Q3 | $19K | Buy |
496
+60
| +14% | +$2.3K | ﹤0.01% | 1670 |
|
|
2020
Q2 | $16K | Buy |
436
+63
| +17% | +$2.31K | ﹤0.01% | 1631 |
|
|
2020
Q1 | $12K | Sell |
373
-313
| -46% | -$10.1K | ﹤0.01% | 1677 |
|
|
2019
Q4 | $48K | Sell |
686
-804
| -54% | -$56.3K | ﹤0.01% | 1268 |
|
|
2019
Q3 | $100K | Buy |
+1,490
| New | +$100K | 0.01% | 1057 |
|
|
2019
Q1 | $62K | Sell |
835
-1,769
| -68% | -$131K | 0.01% | 876 |
|
|
2018
Q4 | $177K | Sell |
2,604
-5,554
| -68% | -$378K | 0.01% | 914 |
|
|
2018
Q3 | $736K | Buy |
8,158
+6,207
| +318% | +$560K | 0.03% | 535 |
|
|
2018
Q2 | $177K | Buy |
1,951
+513
| +36% | +$46.5K | 0.01% | 1123 |
|
|
2018
Q1 | $125K | Hold |
1,438
| – | – | 0.01% | 1250 |
|
|
2017
Q4 | $125K | Sell |
1,438
-162
| -10% | -$14.1K | 0.01% | 1248 |
|
|
2017
Q3 | $122K | Buy |
1,600
+183
| +13% | +$14K | ﹤0.01% | 1425 |
|
|
2017
Q2 | $104K | Sell |
1,417
-7
| -0.5% | -$514 | ﹤0.01% | 1498 |
|
|
2017
Q1 | $98K | Buy |
1,424
+170
| +14% | +$11.7K | ﹤0.01% | 1495 |
|
|
2016
Q4 | $85K | Hold |
1,254
| – | – | ﹤0.01% | 1542 |
|
|
2016
Q3 | $59K | Hold |
1,254
| – | – | ﹤0.01% | 1693 |
|
|
2016
Q2 | $52K | Buy |
1,254
+419
| +50% | +$17.4K | ﹤0.01% | 1726 |
|
|
2016
Q1 | $62K | Sell |
835
-349
| -29% | -$25.9K | 0.01% | 876 |
|
|
2015
Q4 | $50K | Buy |
+1,184
| New | +$50K | ﹤0.01% | 1614 |
|