IFP Advisors’s Stride LRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $153K | Sell |
1,052
-208
| -17% | -$30.2K | ﹤0.01% | 1405 |
|
|
2025
Q1 | $159K | Buy |
1,260
+1,254
| +20,900% | +$159K | ﹤0.01% | 1281 |
|
|
2024
Q4 | $624 | Buy |
+6
| New | +$624 | ﹤0.01% | 3365 |
|
|
2023
Q2 | – | Sell |
-3,350
| Closed | -$77.6K | – | 3521 |
|
|
2023
Q1 | $77.6K | Sell |
3,350
-66
| -2% | -$1.53K | ﹤0.01% | 1374 |
|
|
2022
Q4 | $79K | Buy |
3,416
+484
| +17% | +$11.2K | ﹤0.01% | 1906 |
|
|
2022
Q3 | $67K | Buy |
2,932
+2,712
| +1,233% | +$62K | ﹤0.01% | 2155 |
|
|
2022
Q2 | $5K | Hold |
220
| – | – | ﹤0.01% | 3798 |
|
|
2022
Q1 | $5K | Buy |
+220
| New | +$5K | ﹤0.01% | 3798 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4054 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3807 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3721 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3575 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3450 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3299 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3254 |
|
|
2019
Q4 | – | Sell |
-1,466
| Closed | -$41K | – | 3290 |
|
|
2019
Q3 | $41K | Buy |
+1,466
| New | +$41K | ﹤0.01% | 1461 |
|