IFP Advisors’s Green Dot GDOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $892 | Sell |
66
-44
| -40% | -$551 | ﹤0.01% | 4533 |
|
|
2026
Q1 | $1.23K | Hold |
110
| – | – | ﹤0.01% | 4135 |
|
|
2025
Q4 | $1.41K | Buy |
110
+20
| +22% | +$248 | ﹤0.01% | 3956 |
|
|
2025
Q3 | $1.21K | Buy |
+90
| New | +$1.11K | ﹤0.01% | 3880 |
|
|
2025
Q2 | – | Sell |
-55
| Closed | -$497 | – | 3579 |
|
|
2025
Q1 | $600 | Hold |
55
| – | – | ﹤0.01% | 3422 |
|
|
2024
Q4 | $755 | Sell |
55
-8
| -13% | -$88 | ﹤0.01% | 3334 |
|
|
2024
Q3 | $738 | Hold |
63
| – | – | ﹤0.01% | 3111 |
|
|
2024
Q2 | $595 | Hold |
63
| – | – | ﹤0.01% | 3071 |
|
|
2024
Q1 | $588 | Hold |
63
| – | – | ﹤0.01% | 2955 |
|
|
2023
Q4 | $624 | Hold |
63
| – | – | ﹤0.01% | 2856 |
|
|
2023
Q3 | $878 | Hold |
63
| – | – | ﹤0.01% | 3025 |
|
|
2023
Q2 | $1.18K | Hold |
63
| – | – | ﹤0.01% | 3037 |
|
|
2023
Q1 | $4.59K | Sell |
63
-11
| -15% | -$192 | ﹤0.01% | 2601 |
|
|
2022
Q4 | $13K | Sell |
74
-500
| -87% | -$9.22K | ﹤0.01% | 3207 |
|
|
2022
Q3 | $49K | Hold |
574
| – | – | ﹤0.01% | 2382 |
|
|
2022
Q2 | $49K | Hold |
574
| – | – | ﹤0.01% | 2186 |
|
|
2022
Q1 | $49K | Buy |
574
+511
| +811% | +$15.5K | ﹤0.01% | 2186 |
|
|
2021
Q4 | $2K | Hold |
63
| – | – | ﹤0.01% | 2784 |
|
|
2021
Q3 | $3K | Hold |
63
| – | – | ﹤0.01% | 2718 |
|
|
2021
Q2 | $3K | Hold |
63
| – | – | ﹤0.01% | 2631 |
|
|
2021
Q1 | $3K | Hold |
63
| – | – | ﹤0.01% | 2560 |
|
|
2020
Q4 | $4K | Buy |
+63
| New | +$3.58K | ﹤0.01% | 2404 |
|
|
2020
Q2 | – | Sell |
-26
| Closed | -$880 | – | 2807 |
|
|
2020
Q1 | $1K | Sell |
26
-3
| -10% | -$86 | ﹤0.01% | 2533 |
|
|
2019
Q4 | $1K | Buy |
+29
| New | +$723 | ﹤0.01% | 2668 |
|
|
2019
Q1 | $2K | Sell |
27
-10
| -27% | -$697 | ﹤0.01% | 2080 |
|
|
2018
Q4 | $3K | Hold |
37
| – | – | ﹤0.01% | 3031 |
|
|
2018
Q3 | $3K | Sell |
37
-131
| -78% | -$10.9K | ﹤0.01% | 3407 |
|
|
2018
Q2 | $12K | Sell |
168
-2,413
| -93% | -$166K | ﹤0.01% | 2782 |
|
|
2018
Q1 | $156K | Hold |
2,581
| – | – | 0.01% | 1109 |
|
|
2017
Q4 | $156K | Sell |
2,581
-429
| -14% | -$25.2K | 0.01% | 1115 |
|
|
2017
Q3 | $149K | Buy |
3,010
+135
| +5% | +$5.99K | 0.01% | 1328 |
|
|
2017
Q2 | $111K | Buy |
2,875
+2,824
| +5,537% | +$102K | ﹤0.01% | 1474 |
|
|
2017
Q1 | $2K | Hold |
51
| – | – | ﹤0.01% | 3644 |
|
|
2016
Q4 | $1K | Hold |
51
| – | – | ﹤0.01% | 3779 |
|
|
2016
Q3 | $1K | Hold |
51
| – | – | ﹤0.01% | 3725 |
|
|
2016
Q2 | $1K | Buy |
51
+24
| +89% | +$535 | ﹤0.01% | 3619 |
|
|
2016
Q1 | $2K | Sell |
27
-3,973
| -99% | -$77.1K | ﹤0.01% | 2079 |
|
|
2015
Q4 | $66K | Buy |
+4,000
| New | +$68.6K | ﹤0.01% | 1432 |
|
Other funds holding GDOT
NSGL
WSL
MI
IFP Advisors's GDOT Position: Q2 2026 in Review
IFP Advisors reduced its Green Dot (GDOT) stake by 40% in Q2 2026, selling an estimated $551 and leaving 66 shares worth $892. The position accounts for ﹤0.01% of the portfolio, ranked #4533.
IFP Advisors first reported a position in GDOT in Q4 2015 and has held it in 38 quarters since. The position peaked at $156K in Q1 2018. 161 funds tracked by Wall St. Rank hold GDOT as of Q2 2026.
- IFP Advisors held 66 shares of Green Dot worth $892 as of Q2 2026.
- IFP Advisors sold 44 Green Dot shares in Q2 2026, an estimated $551.
- Green Dot made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4533 holding.
- IFP Advisors first reported a position in Green Dot in Q4 2015 and has held it in 38 quarters since.
- IFP Advisors's Green Dot position peaked at $156K in Q1 2018.
- 161 funds tracked by Wall St. Rank held Green Dot as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.