IFP Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $189K | Buy |
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|
2025
Q1 | $77.3K | Buy |
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|
2024
Q4 | $78.8K | Sell |
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|
2024
Q3 | $72.7K | Buy |
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|
2024
Q2 | $45.7K | Buy |
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|
2024
Q1 | $20.4K | Sell |
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|
2023
Q4 | $29.6K | Sell |
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|
2023
Q3 | $36.7K | Buy |
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|
2023
Q2 | $19.6K | Buy |
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|
2023
Q1 | $9.59K | Sell |
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|
2022
Q4 | $97K | Sell |
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|
2022
Q3 | $260K | Buy |
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|
2022
Q2 | $238K | Hold |
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|
2022
Q1 | $238K | Buy |
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|
2021
Q4 | $190K | Sell |
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|
2021
Q3 | $163K | Buy |
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|
2021
Q2 | $120K | Buy |
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|
2021
Q1 | $77K | Sell |
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|
2020
Q4 | $565K | Sell |
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|
2020
Q3 | $592K | Sell |
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|
2020
Q2 | $595K | Sell |
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|
2020
Q1 | $475K | Sell |
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|
2019
Q4 | $550K | Sell |
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|
2019
Q3 | $552K | Buy |
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|
2019
Q1 | $40K | Sell |
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|
2018
Q4 | $457K | Sell |
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|
2018
Q3 | $520K | Sell |
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|
2018
Q2 | $468K | Sell |
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|
2018
Q1 | $540K | Hold |
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|
2017
Q4 | $540K | Buy |
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|
2017
Q3 | $469K | Buy |
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|
2017
Q2 | $396K | Buy |
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|
2017
Q1 | $352K | Sell |
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|
2016
Q4 | $366K | Sell |
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|
2016
Q3 | $387K | Sell |
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|
2016
Q2 | $389K | Buy |
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|
2016
Q1 | $40K | Sell |
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|
2015
Q4 | $384K | Buy |
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