IFP Advisors’s Guess, Inc. GES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.81K | Buy |
315
+145
| +85% | +$1.75K | ﹤0.01% | 3566 |
|
|
2025
Q1 | $1.88K | Buy |
+170
| New | +$1.88K | ﹤0.01% | 3163 |
|
|
2023
Q4 | – | Sell |
-425
| Closed | -$9.2K | – | 3165 |
|
|
2023
Q3 | $9.2K | Sell |
425
-545
| -56% | -$11.8K | ﹤0.01% | 2283 |
|
|
2023
Q2 | $18.9K | Buy |
+970
| New | +$18.9K | ﹤0.01% | 2036 |
|
|
2023
Q1 | – | Sell |
-7
| Closed | -$6K | – | 3792 |
|
|
2022
Q4 | $6K | Sell |
7
-271
| -97% | -$232K | ﹤0.01% | 3692 |
|
|
2022
Q3 | $11K | Hold |
278
| – | – | ﹤0.01% | 3574 |
|
|
2022
Q2 | $11K | Hold |
278
| – | – | ﹤0.01% | 3322 |
|
|
2022
Q1 | $11K | Buy |
+278
| New | +$11K | ﹤0.01% | 3322 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3815 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3551 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3463 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3346 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3224 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3098 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3075 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3126 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3269 |
|
|
2018
Q3 | – | Sell |
-2,670
| Closed | -$57K | – | 3848 |
|
|
2018
Q2 | $57K | Buy |
+2,670
| New | +$57K | ﹤0.01% | 1819 |
|
|
2017
Q1 | – | Sell |
-1
| Closed | – | – | 4004 |
|
|
2016
Q4 | $0 | Sell |
1
-521
| -100% | – | ﹤0.01% | 4008 |
|
|
2016
Q3 | $8K | Buy |
522
+8
| +2% | +$123 | ﹤0.01% | 2952 |
|
|
2016
Q2 | $8K | Buy |
+514
| New | +$8K | ﹤0.01% | 2853 |
|
|
2016
Q1 | – | Sell |
-595
| Closed | -$11K | – | 2775 |
|
|
2015
Q4 | $11K | Buy |
+595
| New | +$11K | ﹤0.01% | 2509 |
|