IFP Advisors’s Malibu Boats MBUU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$276 | – | 3986 |
|
|
2025
Q1 | – | Hold |
0
| – | -$338 | – | 3589 |
|
|
2024
Q4 | – | Sell |
-167
| Closed | -$6.48K | – | 3529 |
|
|
2024
Q3 | $6.48K | Sell |
167
-378
| -69% | -$14.7K | ﹤0.01% | 2586 |
|
|
2024
Q2 | $19.1K | Buy |
545
+28
| +5% | +$981 | ﹤0.01% | 2108 |
|
|
2024
Q1 | $22.4K | Hold |
517
| – | – | ﹤0.01% | 1918 |
|
|
2023
Q4 | $28.3K | Hold |
517
| – | – | ﹤0.01% | 1781 |
|
|
2023
Q3 | $25.3K | Buy |
+517
| New | +$25.3K | ﹤0.01% | 1823 |
|
|
2023
Q1 | – | Sell |
-23
| Closed | -$2K | – | 4013 |
|
|
2022
Q4 | $2K | Sell |
23
-52
| -69% | -$4.52K | ﹤0.01% | 4181 |
|
|
2022
Q3 | $3K | Sell |
75
-15
| -17% | -$600 | ﹤0.01% | 4235 |
|
|
2022
Q2 | $4K | Hold |
90
| – | – | ﹤0.01% | 3901 |
|
|
2022
Q1 | $4K | Buy |
+90
| New | +$4K | ﹤0.01% | 3901 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4070 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3825 |
|
|
2021
Q1 | – | Sell |
-53
| Closed | -$4K | – | 3739 |
|
|
2020
Q4 | $4K | Buy |
53
+9
| +20% | +$679 | ﹤0.01% | 2399 |
|
|
2020
Q3 | $3K | Sell |
44
-4
| -8% | -$273 | ﹤0.01% | 2355 |
|
|
2020
Q2 | $3K | Sell |
48
-7
| -13% | -$438 | ﹤0.01% | 2255 |
|
|
2020
Q1 | $1K | Buy |
+55
| New | +$1K | ﹤0.01% | 2515 |
|
|
2019
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 2090 |
|
|
2018
Q4 | $2K | Buy |
60
+10
| +20% | +$333 | ﹤0.01% | 3121 |
|
|
2018
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 3387 |
|
|
2018
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 3548 |
|
|
2018
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 3646 |
|
|
2017
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 3646 |
|
|
2017
Q3 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 3715 |
|
|
2016
Q2 | – | Sell |
-60
| Closed | -$2K | – | 4046 |
|
|
2016
Q1 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 2090 |
|