IFP Advisors’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.4K | Buy |
402
+389
| +2,992% | +$6.19K | ﹤0.01% | 3194 |
|
|
2025
Q1 | $206 | Hold |
13
| – | – | ﹤0.01% | 3659 |
|
|
2024
Q4 | $294 | Sell |
13
-46
| -78% | -$1.04K | ﹤0.01% | 3571 |
|
|
2024
Q3 | $1.15K | Hold |
59
| – | – | ﹤0.01% | 3057 |
|
|
2024
Q2 | $1.33K | Hold |
59
| – | – | ﹤0.01% | 2918 |
|
|
2024
Q1 | $1.22K | Buy |
+59
| New | +$1.22K | ﹤0.01% | 2816 |
|
|
2023
Q4 | – | Sell |
-200
| Closed | -$3.78K | – | 3110 |
|
|
2023
Q3 | $3.78K | Hold |
200
| – | – | ﹤0.01% | 2616 |
|
|
2023
Q2 | $3.5K | Hold |
200
| – | – | ﹤0.01% | 2665 |
|
|
2023
Q1 | $13.5K | Sell |
200
-330
| -62% | -$22.2K | ﹤0.01% | 2178 |
|
|
2022
Q4 | $35K | Sell |
530
-31
| -6% | -$2.05K | ﹤0.01% | 2482 |
|
|
2022
Q3 | $48K | Buy |
561
+49
| +10% | +$4.19K | ﹤0.01% | 2394 |
|
|
2022
Q2 | $45K | Hold |
512
| – | – | ﹤0.01% | 2229 |
|
|
2022
Q1 | $45K | Buy |
512
+312
| +156% | +$27.4K | ﹤0.01% | 2229 |
|
|
2021
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 2365 |
|
|
2021
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 2352 |
|
|
2021
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 2193 |
|
|
2021
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 2201 |
|
|
2020
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 2232 |
|
|
2020
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 2149 |
|
|
2020
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 2056 |
|
|
2020
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 2024 |
|
|
2019
Q4 | $10K | Sell |
200
-300
| -60% | -$15K | ﹤0.01% | 1907 |
|
|
2019
Q3 | $25K | Buy |
+500
| New | +$25K | ﹤0.01% | 1662 |
|
|
2019
Q1 | $13K | Buy |
300
+100
| +50% | +$4.33K | ﹤0.01% | 1496 |
|
|
2018
Q4 | $8K | Sell |
200
-15
| -7% | -$600 | ﹤0.01% | 2565 |
|
|
2018
Q3 | $12K | Sell |
215
-55
| -20% | -$3.07K | ﹤0.01% | 2706 |
|
|
2018
Q2 | $18K | Buy |
270
+200
| +286% | +$13.3K | ﹤0.01% | 2489 |
|
|
2018
Q1 | $5K | Hold |
70
| – | – | ﹤0.01% | 3149 |
|
|
2017
Q4 | $5K | Sell |
70
-364
| -84% | -$26K | ﹤0.01% | 3146 |
|
|
2017
Q3 | $32K | Hold |
434
| – | – | ﹤0.01% | 2267 |
|
|
2017
Q2 | $30K | Buy |
434
+300
| +224% | +$20.7K | ﹤0.01% | 2291 |
|
|
2017
Q1 | $10K | Sell |
134
-107
| -44% | -$7.99K | ﹤0.01% | 2873 |
|
|
2016
Q4 | $17K | Buy |
241
+91
| +61% | +$6.42K | ﹤0.01% | 2545 |
|
|
2016
Q3 | $10K | Buy |
150
+55
| +58% | +$3.67K | ﹤0.01% | 2808 |
|
|
2016
Q2 | $6K | Sell |
95
-205
| -68% | -$12.9K | ﹤0.01% | 3003 |
|
|
2016
Q1 | $13K | Buy |
300
+213
| +245% | +$9.23K | ﹤0.01% | 1496 |
|
|
2015
Q4 | $5K | Buy |
+87
| New | +$5K | ﹤0.01% | 2930 |
|