IFP Advisors’s Hyster-Yale Materials Handling HY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67K | Buy |
59
+9
| +18% | +$407 | ﹤0.01% | 3753 |
|
|
2025
Q1 | $2.08K | Hold |
50
| – | – | ﹤0.01% | 3137 |
|
|
2024
Q4 | $2.55K | Sell |
50
-100
| -67% | -$5.09K | ﹤0.01% | 3010 |
|
|
2024
Q3 | $9.57K | Hold |
150
| – | – | ﹤0.01% | 2446 |
|
|
2024
Q2 | $10.5K | Buy |
150
+100
| +200% | +$6.97K | ﹤0.01% | 2329 |
|
|
2024
Q1 | $3.21K | Hold |
50
| – | – | ﹤0.01% | 2581 |
|
|
2023
Q4 | $3.11K | Hold |
50
| – | – | ﹤0.01% | 2559 |
|
|
2023
Q3 | $2.23K | Hold |
50
| – | – | ﹤0.01% | 2804 |
|
|
2023
Q2 | $2.79K | Hold |
50
| – | – | ﹤0.01% | 2762 |
|
|
2023
Q1 | $3.39K | Hold |
50
| – | – | ﹤0.01% | 2719 |
|
|
2022
Q4 | $3K | Sell |
50
-19
| -28% | -$1.14K | ﹤0.01% | 4014 |
|
|
2022
Q3 | $4K | Hold |
69
| – | – | ﹤0.01% | 4127 |
|
|
2022
Q2 | $4K | Hold |
69
| – | – | ﹤0.01% | 3889 |
|
|
2022
Q1 | $4K | Buy |
69
+19
| +38% | +$1.1K | ﹤0.01% | 3889 |
|
|
2021
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 2744 |
|
|
2021
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 2662 |
|
|
2021
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 2532 |
|
|
2021
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 2454 |
|
|
2020
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 2485 |
|
|
2020
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 2461 |
|
|
2020
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 2367 |
|
|
2020
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 2331 |
|
|
2019
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 2369 |
|
|
2019
Q3 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 2533 |
|
|
2019
Q1 | – | Sell |
-308
| Closed | -$19K | – | 2802 |
|
|
2018
Q4 | $19K | Buy |
308
+208
| +208% | +$12.8K | ﹤0.01% | 2140 |
|
|
2018
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 3094 |
|
|
2018
Q2 | $6K | Sell |
100
-130
| -57% | -$7.8K | ﹤0.01% | 3118 |
|
|
2018
Q1 | $20K | Hold |
230
| – | – | ﹤0.01% | 2385 |
|
|
2017
Q4 | $20K | Sell |
230
-349
| -60% | -$30.3K | ﹤0.01% | 2383 |
|
|
2017
Q3 | $44K | Buy |
579
+200
| +53% | +$15.2K | ﹤0.01% | 2049 |
|
|
2017
Q2 | $27K | Buy |
379
+100
| +36% | +$7.12K | ﹤0.01% | 2371 |
|
|
2017
Q1 | $16K | Hold |
279
| – | – | ﹤0.01% | 2615 |
|
|
2016
Q4 | $18K | Buy |
279
+24
| +9% | +$1.55K | ﹤0.01% | 2517 |
|
|
2016
Q3 | $15K | Buy |
255
+100
| +65% | +$5.88K | ﹤0.01% | 2573 |
|
|
2016
Q2 | $9K | Buy |
+155
| New | +$9K | ﹤0.01% | 2786 |
|
|
2016
Q1 | – | Sell |
-50
| Closed | -$3K | – | 2845 |
|
|
2015
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 3168 |
|