IFP Advisors’s Matsons MATX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.5K | Buy |
442
+132
| +43% | +$14.8K | ﹤0.01% | 2059 |
|
|
2025
Q1 | $39.8K | Buy |
310
+12
| +4% | +$1.54K | ﹤0.01% | 1994 |
|
|
2024
Q4 | $40.2K | Buy |
+298
| New | +$40.2K | ﹤0.01% | 1930 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | -$85 | – | 3192 |
|
|
2023
Q4 | $85 | Sell |
1
-62
| -98% | -$5.27K | ﹤0.01% | 2978 |
|
|
2023
Q3 | $5.55K | Buy |
63
+1
| +2% | +$88 | ﹤0.01% | 2467 |
|
|
2023
Q2 | $4.85K | Hold |
62
| – | – | ﹤0.01% | 2558 |
|
|
2023
Q1 | $2.13K | Sell |
62
-36
| -37% | -$1.24K | ﹤0.01% | 2878 |
|
|
2022
Q4 | $18K | Sell |
98
-76
| -44% | -$14K | ﹤0.01% | 2976 |
|
|
2022
Q3 | $23K | Hold |
174
| – | – | ﹤0.01% | 2960 |
|
|
2022
Q2 | $23K | Hold |
174
| – | – | ﹤0.01% | 2722 |
|
|
2022
Q1 | $23K | Buy |
174
+113
| +185% | +$14.9K | ﹤0.01% | 2722 |
|
|
2021
Q4 | $5K | Hold |
61
| – | – | ﹤0.01% | 2449 |
|
|
2021
Q3 | $5K | Buy |
61
+1
| +2% | +$82 | ﹤0.01% | 2499 |
|
|
2021
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 2537 |
|
|
2021
Q1 | $4K | Sell |
60
-1,094
| -95% | -$72.9K | ﹤0.01% | 2461 |
|
|
2020
Q4 | $65K | Hold |
1,154
| – | – | ﹤0.01% | 1331 |
|
|
2020
Q3 | $46K | Sell |
1,154
-36
| -3% | -$1.44K | ﹤0.01% | 1318 |
|
|
2020
Q2 | $35K | Hold |
1,190
| – | – | ﹤0.01% | 1358 |
|
|
2020
Q1 | $39K | Hold |
1,190
| – | – | ﹤0.01% | 1230 |
|
|
2019
Q4 | $50K | Sell |
1,190
-16
| -1% | -$672 | ﹤0.01% | 1251 |
|
|
2019
Q3 | $45K | Buy |
+1,206
| New | +$45K | ﹤0.01% | 1414 |
|
|
2019
Q1 | – | Sell |
-2,274
| Closed | -$73K | – | 2950 |
|
|
2018
Q4 | $73K | Sell |
2,274
-17
| -0.7% | -$546 | ﹤0.01% | 1368 |
|
|
2018
Q3 | $91K | Sell |
2,291
-46
| -2% | -$1.83K | ﹤0.01% | 1530 |
|
|
2018
Q2 | $90K | Buy |
2,337
+881
| +61% | +$33.9K | ﹤0.01% | 1526 |
|
|
2018
Q1 | $43K | Hold |
1,456
| – | – | ﹤0.01% | 1909 |
|
|
2017
Q4 | $43K | Sell |
1,456
-142
| -9% | -$4.19K | ﹤0.01% | 1905 |
|
|
2017
Q3 | $45K | Sell |
1,598
-67
| -4% | -$1.89K | ﹤0.01% | 2040 |
|
|
2017
Q2 | $50K | Buy |
1,665
+10
| +0.6% | +$300 | ﹤0.01% | 1960 |
|
|
2017
Q1 | $53K | Sell |
1,655
-82
| -5% | -$2.63K | ﹤0.01% | 1875 |
|
|
2016
Q4 | $61K | Buy |
1,737
+17
| +1% | +$597 | ﹤0.01% | 1748 |
|
|
2016
Q3 | $69K | Buy |
1,720
+29
| +2% | +$1.16K | ﹤0.01% | 1597 |
|
|
2016
Q2 | $55K | Buy |
+1,691
| New | +$55K | ﹤0.01% | 1708 |
|
|
2016
Q1 | – | Sell |
-1,713
| Closed | -$73K | – | 2970 |
|
|
2015
Q4 | $73K | Buy |
+1,713
| New | +$73K | ﹤0.01% | 1355 |
|