IFP Advisors’s Green Dot GDOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-55
| Closed | -$600 | – | 3579 |
|
|
2025
Q1 | $600 | Hold |
55
| – | – | ﹤0.01% | 3422 |
|
|
2024
Q4 | $755 | Sell |
55
-8
| -13% | -$110 | ﹤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% | -$801 | ﹤0.01% | 2601 |
|
|
2022
Q4 | $13K | Sell |
74
-500
| -87% | -$87.8K | ﹤0.01% | 3207 |
|
|
2022
Q3 | $49K | Hold |
574
| – | – | ﹤0.01% | 2383 |
|
|
2022
Q2 | $49K | Hold |
574
| – | – | ﹤0.01% | 2187 |
|
|
2022
Q1 | $49K | Buy |
574
+511
| +811% | +$43.6K | ﹤0.01% | 2187 |
|
|
2021
Q4 | $2K | Hold |
63
| – | – | ﹤0.01% | 2735 |
|
|
2021
Q3 | $3K | Hold |
63
| – | – | ﹤0.01% | 2656 |
|
|
2021
Q2 | $3K | Hold |
63
| – | – | ﹤0.01% | 2610 |
|
|
2021
Q1 | $3K | Hold |
63
| – | – | ﹤0.01% | 2534 |
|
|
2020
Q4 | $4K | Buy |
+63
| New | +$4K | ﹤0.01% | 2390 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3222 |
|
|
2020
Q2 | – | Sell |
-26
| Closed | -$1K | – | 3096 |
|
|
2020
Q1 | $1K | Sell |
26
-3
| -10% | -$115 | ﹤0.01% | 2489 |
|
|
2019
Q4 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 2655 |
|
|
2019
Q1 | $2K | Sell |
27
-10
| -27% | -$741 | ﹤0.01% | 2080 |
|
|
2018
Q4 | $3K | Hold |
37
| – | – | ﹤0.01% | 2983 |
|
|
2018
Q3 | $3K | Sell |
37
-131
| -78% | -$10.6K | ﹤0.01% | 3366 |
|
|
2018
Q2 | $12K | Sell |
168
-2,413
| -93% | -$172K | ﹤0.01% | 2741 |
|
|
2018
Q1 | $156K | Hold |
2,581
| – | – | 0.01% | 1109 |
|
|
2017
Q4 | $156K | Sell |
2,581
-429
| -14% | -$25.9K | 0.01% | 1108 |
|
|
2017
Q3 | $149K | Buy |
3,010
+135
| +5% | +$6.68K | 0.01% | 1321 |
|
|
2017
Q2 | $111K | Buy |
2,875
+2,824
| +5,537% | +$109K | ﹤0.01% | 1466 |
|
|
2017
Q1 | $2K | Hold |
51
| – | – | ﹤0.01% | 3609 |
|
|
2016
Q4 | $1K | Hold |
51
| – | – | ﹤0.01% | 3751 |
|
|
2016
Q3 | $1K | Hold |
51
| – | – | ﹤0.01% | 3708 |
|
|
2016
Q2 | $1K | Buy |
51
+24
| +89% | +$471 | ﹤0.01% | 3607 |
|
|
2016
Q1 | $2K | Sell |
27
-3,973
| -99% | -$294K | ﹤0.01% | 2080 |
|
|
2015
Q4 | $66K | Buy |
+4,000
| New | +$66K | ﹤0.01% | 1427 |
|