IFP Advisors’s Grocery Outlet GO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7K | Buy |
+11
| New | +$2.7K | ﹤0.01% | 3746 |
|
|
2025
Q1 | – | Sell |
-76
| Closed | -$1.19K | – | 4470 |
|
|
2024
Q4 | $1.19K | Buy |
+76
| New | +$1.19K | ﹤0.01% | 3246 |
|
|
2023
Q4 | – | Sell |
-9
| Closed | -$260 | – | 3169 |
|
|
2023
Q3 | $260 | Hold |
9
| – | – | ﹤0.01% | 3168 |
|
|
2023
Q2 | $275 | Hold |
9
| – | – | ﹤0.01% | 3281 |
|
|
2023
Q1 | $257 | Sell |
9
-1,590
| -99% | -$45.4K | ﹤0.01% | 3255 |
|
|
2022
Q4 | $45K | Buy |
1,599
+883
| +123% | +$24.9K | ﹤0.01% | 2312 |
|
|
2022
Q3 | $22K | Buy |
716
+663
| +1,251% | +$20.4K | ﹤0.01% | 2997 |
|
|
2022
Q2 | $2K | Hold |
53
| – | – | ﹤0.01% | 4127 |
|
|
2022
Q1 | $2K | Buy |
+53
| New | +$2K | ﹤0.01% | 4127 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3840 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3577 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3488 |
|
|
2020
Q4 | – | Sell |
-4,061
| Closed | -$160K | – | 3370 |
|
|
2020
Q3 | $160K | Buy |
4,061
+124
| +3% | +$4.89K | 0.01% | 784 |
|
|
2020
Q2 | $166K | Buy |
+3,937
| New | +$166K | 0.01% | 743 |
|