IFP Advisors’s Healthcare Services Group HCSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.43K | Buy |
361
+339
| +1,541% | +$5.1K | ﹤0.01% | 3321 |
|
|
2025
Q1 | $222 | Hold |
22
| – | – | ﹤0.01% | 3637 |
|
|
2024
Q4 | $256 | Buy |
+22
| New | +$256 | ﹤0.01% | 3625 |
|
|
2023
Q1 | – | Sell |
-229
| Closed | -$17K | – | 3840 |
|
|
2022
Q4 | $17K | Buy |
229
+23
| +11% | +$1.71K | ﹤0.01% | 3023 |
|
|
2022
Q3 | $9K | Buy |
+206
| New | +$9K | ﹤0.01% | 3716 |
|
|
2022
Q1 | – | Sell |
-110
| Closed | -$2K | – | 4564 |
|
|
2021
Q4 | $2K | Sell |
110
-647
| -85% | -$11.8K | ﹤0.01% | 2738 |
|
|
2021
Q3 | $18K | Buy |
757
+213
| +39% | +$5.07K | ﹤0.01% | 1975 |
|
|
2021
Q2 | $17K | Hold |
544
| – | – | ﹤0.01% | 1998 |
|
|
2021
Q1 | $15K | Buy |
544
+208
| +62% | +$5.74K | ﹤0.01% | 1957 |
|
|
2020
Q4 | $10K | Buy |
+336
| New | +$10K | ﹤0.01% | 2068 |
|
|
2020
Q3 | – | Sell |
-33
| Closed | -$1K | – | 3276 |
|
|
2020
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 2513 |
|
|
2020
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 2496 |
|
|
2019
Q4 | $1K | Hold |
33
| – | – | ﹤0.01% | 2660 |
|
|
2019
Q3 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 2849 |
|
|
2019
Q1 | – | Sell |
-747
| Closed | -$29K | – | 2769 |
|
|
2018
Q4 | $29K | Sell |
747
-125
| -14% | -$4.85K | ﹤0.01% | 1897 |
|
|
2018
Q3 | $35K | Buy |
872
+531
| +156% | +$21.3K | ﹤0.01% | 2089 |
|
|
2018
Q2 | $15K | Hold |
341
| – | – | ﹤0.01% | 2608 |
|
|
2018
Q1 | $18K | Hold |
341
| – | – | ﹤0.01% | 2441 |
|
|
2017
Q4 | $18K | Hold |
341
| – | – | ﹤0.01% | 2439 |
|
|
2017
Q3 | $18K | Hold |
341
| – | – | ﹤0.01% | 2632 |
|
|
2017
Q2 | $16K | Hold |
341
| – | – | ﹤0.01% | 2680 |
|
|
2017
Q1 | $15K | Sell |
341
-353
| -51% | -$15.5K | ﹤0.01% | 2646 |
|
|
2016
Q4 | $27K | Hold |
694
| – | – | ﹤0.01% | 2250 |
|
|
2016
Q3 | $27K | Buy |
694
+141
| +25% | +$5.49K | ﹤0.01% | 2200 |
|
|
2016
Q2 | $23K | Buy |
+553
| New | +$23K | ﹤0.01% | 2248 |
|
|
2016
Q1 | – | Sell |
-860
| Closed | -$30K | – | 2813 |
|
|
2015
Q4 | $30K | Buy |
+860
| New | +$30K | ﹤0.01% | 1904 |
|