IFP Advisors’s Janus Henderson JHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Buy |
10,883
+1,534
| +16% | +$59.6K | 0.01% | 904 |
|
|
2025
Q1 | $338K | Buy |
9,349
+9,200
| +6,174% | +$333K | 0.01% | 934 |
|
|
2024
Q4 | $6.34K | Buy |
149
+52
| +54% | +$2.21K | ﹤0.01% | 2705 |
|
|
2024
Q3 | $3.69K | Sell |
97
-38
| -28% | -$1.45K | ﹤0.01% | 2766 |
|
|
2024
Q2 | $4.55K | Hold |
135
| – | – | ﹤0.01% | 2594 |
|
|
2024
Q1 | $4.44K | Buy |
135
+36
| +36% | +$1.18K | ﹤0.01% | 2490 |
|
|
2023
Q4 | $2.99K | Sell |
99
-106
| -52% | -$3.2K | ﹤0.01% | 2570 |
|
|
2023
Q3 | $5.29K | Buy |
205
+71
| +53% | +$1.83K | ﹤0.01% | 2482 |
|
|
2023
Q2 | $3.65K | Sell |
134
-64
| -32% | -$1.74K | ﹤0.01% | 2654 |
|
|
2023
Q1 | $6.16K | Buy |
198
+77
| +64% | +$2.39K | ﹤0.01% | 2487 |
|
|
2022
Q4 | $4K | Sell |
121
-331
| -73% | -$10.9K | ﹤0.01% | 3904 |
|
|
2022
Q3 | $14K | Buy |
452
+221
| +96% | +$6.85K | ﹤0.01% | 3397 |
|
|
2022
Q2 | $8K | Hold |
231
| – | – | ﹤0.01% | 3532 |
|
|
2022
Q1 | $8K | Buy |
231
+119
| +106% | +$4.12K | ﹤0.01% | 3532 |
|
|
2021
Q4 | $5K | Buy |
112
+17
| +18% | +$759 | ﹤0.01% | 2447 |
|
|
2021
Q3 | $4K | Buy |
95
+34
| +56% | +$1.43K | ﹤0.01% | 2578 |
|
|
2021
Q2 | $2K | Hold |
61
| – | – | ﹤0.01% | 2727 |
|
|
2021
Q1 | $2K | Hold |
61
| – | – | ﹤0.01% | 2651 |
|
|
2020
Q4 | $2K | Hold |
61
| – | – | ﹤0.01% | 2599 |
|
|
2020
Q3 | $1K | Hold |
61
| – | – | ﹤0.01% | 2622 |
|
|
2020
Q2 | $1K | Buy |
+61
| New | +$1K | ﹤0.01% | 2522 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3197 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3238 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3355 |
|
|
2019
Q1 | – | Sell |
-189
| Closed | -$4K | – | 2873 |
|
|
2018
Q4 | $4K | Buy |
189
+30
| +19% | +$635 | ﹤0.01% | 2895 |
|
|
2018
Q3 | $4K | Hold |
159
| – | – | ﹤0.01% | 3262 |
|
|
2018
Q2 | $5K | Hold |
159
| – | – | ﹤0.01% | 3206 |
|
|
2018
Q1 | $6K | Hold |
159
| – | – | ﹤0.01% | 3075 |
|
|
2017
Q4 | $6K | Hold |
159
| – | – | ﹤0.01% | 3072 |
|
|
2017
Q3 | $6K | Buy |
+159
| New | +$6K | ﹤0.01% | 3264 |
|