IFP Advisors’s Macy's M Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.4K | Sell |
398
-135
| -25% | -$3.88K | ﹤0.01% | 2835 |
|
2025
Q1 | $6.69K | Sell |
533
-31
| -5% | -$389 | ﹤0.01% | 2720 |
|
2024
Q4 | $10.8K | Sell |
564
-71
| -11% | -$1.36K | ﹤0.01% | 2503 |
|
2024
Q3 | $9.98K | Sell |
635
-10,790
| -94% | -$170K | ﹤0.01% | 2428 |
|
2024
Q2 | $219K | Buy |
11,425
+750
| +7% | +$14.4K | 0.01% | 1003 |
|
2024
Q1 | $213K | Buy |
10,675
+2,556
| +31% | +$51.1K | 0.01% | 969 |
|
2023
Q4 | $163K | Buy |
8,119
+6,980
| +613% | +$140K | 0.01% | 1044 |
|
2023
Q3 | $13.2K | Sell |
1,139
-63
| -5% | -$731 | ﹤0.01% | 2145 |
|
2023
Q2 | $19.3K | Buy |
1,202
+529
| +79% | +$8.49K | ﹤0.01% | 2021 |
|
2023
Q1 | $25K | Sell |
673
-3,827
| -85% | -$142K | ﹤0.01% | 1921 |
|
2022
Q4 | $166K | Sell |
4,500
-2,953
| -40% | -$109K | ﹤0.01% | 1448 |
|
2022
Q3 | $288K | Buy |
7,453
+147
| +2% | +$5.68K | 0.01% | 1217 |
|
2022
Q2 | $283K | Hold |
7,306
| – | – | 0.01% | 1108 |
|
2022
Q1 | $283K | Buy |
7,306
+4,228
| +137% | +$164K | 0.01% | 1108 |
|
2021
Q4 | $81K | Sell |
3,078
-26
| -0.8% | -$684 | ﹤0.01% | 1333 |
|
2021
Q3 | $72K | Buy |
3,104
+1,500
| +94% | +$34.8K | ﹤0.01% | 1391 |
|
2021
Q2 | $29K | Buy |
1,604
+1,000
| +166% | +$18.1K | ﹤0.01% | 1768 |
|
2021
Q1 | $9K | Hold |
604
| – | – | ﹤0.01% | 2164 |
|
2020
Q4 | $6K | Sell |
604
-158
| -21% | -$1.57K | ﹤0.01% | 2248 |
|
2020
Q3 | $5K | Buy |
762
+532
| +231% | +$3.49K | ﹤0.01% | 2164 |
|
2020
Q2 | $2K | Sell |
230
-695
| -75% | -$6.04K | ﹤0.01% | 2380 |
|
2020
Q1 | $4K | Sell |
925
-2,503
| -73% | -$10.8K | ﹤0.01% | 2133 |
|
2019
Q4 | $56K | Sell |
3,428
-2,422
| -41% | -$39.6K | ﹤0.01% | 1204 |
|
2019
Q3 | $87K | Buy |
+5,850
| New | +$87K | 0.01% | 1131 |
|
2019
Q1 | $180K | Sell |
7,503
-4,271
| -36% | -$102K | 0.02% | 500 |
|
2018
Q4 | $353K | Sell |
11,774
-16,404
| -58% | -$492K | 0.02% | 654 |
|
2018
Q3 | $979K | Sell |
28,178
-915
| -3% | -$31.8K | 0.04% | 436 |
|
2018
Q2 | $1.09M | Buy |
29,093
+26,808
| +1,173% | +$1M | 0.05% | 397 |
|
2018
Q1 | $58K | Hold |
2,285
| – | – | ﹤0.01% | 1731 |
|
2017
Q4 | $58K | Sell |
2,285
-5,696
| -71% | -$145K | ﹤0.01% | 1728 |
|
2017
Q3 | $174K | Buy |
7,981
+3,083
| +63% | +$67.2K | 0.01% | 1220 |
|
2017
Q2 | $114K | Sell |
4,898
-1,715
| -26% | -$39.9K | ﹤0.01% | 1453 |
|
2017
Q1 | $196K | Sell |
6,613
-170
| -3% | -$5.04K | 0.01% | 1122 |
|
2016
Q4 | $243K | Sell |
6,783
-403
| -6% | -$14.4K | 0.01% | 955 |
|
2016
Q3 | $266K | Sell |
7,186
-726
| -9% | -$26.9K | 0.01% | 865 |
|
2016
Q2 | $266K | Buy |
7,912
+409
| +5% | +$13.8K | 0.01% | 835 |
|
2016
Q1 | $180K | Buy |
7,503
+1,083
| +17% | +$26K | 0.02% | 500 |
|
2015
Q4 | $225K | Buy |
+6,420
| New | +$225K | 0.02% | 782 |
|