IFP Advisors’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Buy |
1,558
+646
| +71% | +$45.3K | ﹤0.01% | 1583 |
|
|
2025
Q1 | $62.2K | Buy |
912
+126
| +16% | +$8.59K | ﹤0.01% | 1787 |
|
|
2024
Q4 | $58.7K | Buy |
786
+302
| +62% | +$22.5K | ﹤0.01% | 1750 |
|
|
2024
Q3 | $45K | Buy |
484
+168
| +53% | +$15.6K | ﹤0.01% | 1781 |
|
|
2024
Q2 | $27.1K | Buy |
316
+293
| +1,274% | +$25.1K | ﹤0.01% | 1939 |
|
|
2024
Q1 | $1.93K | Buy |
23
+7
| +44% | +$587 | ﹤0.01% | 2702 |
|
|
2023
Q4 | $1.34K | Sell |
16
-249
| -94% | -$20.9K | ﹤0.01% | 2766 |
|
|
2023
Q3 | $19.8K | Sell |
265
-1,452
| -85% | -$109K | ﹤0.01% | 1953 |
|
|
2023
Q2 | $145K | Sell |
1,717
-707
| -29% | -$59.7K | 0.01% | 1166 |
|
|
2023
Q1 | $148K | Sell |
2,424
-3,531
| -59% | -$216K | 0.01% | 1066 |
|
|
2022
Q4 | $363K | Buy |
5,955
+551
| +10% | +$33.6K | 0.01% | 1045 |
|
|
2022
Q3 | $331K | Buy |
5,404
+818
| +18% | +$50.1K | 0.01% | 1140 |
|
|
2022
Q2 | $280K | Hold |
4,586
| – | – | 0.01% | 1111 |
|
|
2022
Q1 | $280K | Buy |
+4,586
| New | +$280K | 0.01% | 1111 |
|
|
2021
Q4 | – | Sell |
-10
| Closed | -$1K | – | 3386 |
|
|
2021
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 3002 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3852 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3764 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3613 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3486 |
|
|
2020
Q2 | – | Sell |
-92
| Closed | -$5K | – | 3334 |
|
|
2020
Q1 | $5K | Buy |
+92
| New | +$5K | ﹤0.01% | 2044 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3309 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3413 |
|
|
2019
Q1 | $6K | Sell |
87
-5
| -5% | -$345 | ﹤0.01% | 1795 |
|
|
2018
Q4 | $6K | Buy |
92
+65
| +241% | +$4.24K | ﹤0.01% | 2715 |
|
|
2018
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 3515 |
|
|
2018
Q2 | $2K | Hold |
27
| – | – | ﹤0.01% | 3550 |
|
|
2018
Q1 | $2K | Hold |
27
| – | – | ﹤0.01% | 3514 |
|
|
2017
Q4 | $2K | Sell |
27
-31
| -53% | -$2.3K | ﹤0.01% | 3514 |
|
|
2017
Q3 | $4K | Buy |
58
+2
| +4% | +$138 | ﹤0.01% | 3479 |
|
|
2017
Q2 | $4K | Hold |
56
| – | – | ﹤0.01% | 3478 |
|
|
2017
Q1 | $3K | Sell |
56
-20
| -26% | -$1.07K | ﹤0.01% | 3505 |
|
|
2016
Q4 | $4K | Hold |
76
| – | – | ﹤0.01% | 3377 |
|
|
2016
Q3 | $4K | Sell |
76
-8
| -10% | -$421 | ﹤0.01% | 3327 |
|
|
2016
Q2 | $5K | Sell |
84
-3
| -3% | -$179 | ﹤0.01% | 3139 |
|
|
2016
Q1 | $6K | Sell |
87
-8
| -8% | -$552 | ﹤0.01% | 1795 |
|
|
2015
Q4 | $5K | Buy |
+95
| New | +$5K | ﹤0.01% | 2953 |
|