IFP Advisors’s Navient NAVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.64K | Buy |
236
+110
| +87% | +$1.7K | ﹤0.01% | 3593 |
|
|
2025
Q1 | $2.02K | Hold |
126
| – | – | ﹤0.01% | 3144 |
|
|
2024
Q4 | $2.13K | Sell |
126
-17
| -12% | -$287 | ﹤0.01% | 3082 |
|
|
2024
Q3 | $2.23K | Hold |
143
| – | – | ﹤0.01% | 2889 |
|
|
2024
Q2 | $2.08K | Hold |
143
| – | – | ﹤0.01% | 2806 |
|
|
2024
Q1 | $2.49K | Hold |
143
| – | – | ﹤0.01% | 2633 |
|
|
2023
Q4 | $2.66K | Hold |
143
| – | – | ﹤0.01% | 2607 |
|
|
2023
Q3 | $2.46K | Sell |
143
-946
| -87% | -$16.3K | ﹤0.01% | 2773 |
|
|
2023
Q2 | $20.2K | Buy |
1,089
+610
| +127% | +$11.3K | ﹤0.01% | 1981 |
|
|
2023
Q1 | $6.85K | Buy |
479
+125
| +35% | +$1.79K | ﹤0.01% | 2439 |
|
|
2022
Q4 | $5K | Sell |
354
-633
| -64% | -$8.94K | ﹤0.01% | 3794 |
|
|
2022
Q3 | $14K | Buy |
987
+351
| +55% | +$4.98K | ﹤0.01% | 3402 |
|
|
2022
Q2 | $9K | Hold |
636
| – | – | ﹤0.01% | 3472 |
|
|
2022
Q1 | $9K | Sell |
636
-479
| -43% | -$6.78K | ﹤0.01% | 3472 |
|
|
2021
Q4 | $24K | Sell |
1,115
-147
| -12% | -$3.16K | ﹤0.01% | 1836 |
|
|
2021
Q3 | $25K | Buy |
1,262
+1,029
| +442% | +$20.4K | ﹤0.01% | 1837 |
|
|
2021
Q2 | $5K | Hold |
233
| – | – | ﹤0.01% | 2460 |
|
|
2021
Q1 | $3K | Sell |
233
-7,140
| -97% | -$91.9K | ﹤0.01% | 2552 |
|
|
2020
Q4 | $73K | Buy |
7,373
+6,974
| +1,748% | +$69.1K | ﹤0.01% | 1288 |
|
|
2020
Q3 | $3K | Hold |
399
| – | – | ﹤0.01% | 2359 |
|
|
2020
Q2 | $3K | Buy |
399
+47
| +13% | +$353 | ﹤0.01% | 2258 |
|
|
2020
Q1 | $3K | Hold |
352
| – | – | ﹤0.01% | 2221 |
|
|
2019
Q4 | $4K | Sell |
352
-514
| -59% | -$5.84K | ﹤0.01% | 2263 |
|
|
2019
Q3 | $11K | Buy |
+866
| New | +$11K | ﹤0.01% | 2027 |
|
|
2019
Q1 | $5K | Sell |
459
-3,351
| -88% | -$36.5K | ﹤0.01% | 1866 |
|
|
2018
Q4 | $34K | Sell |
3,810
-1,727
| -31% | -$15.4K | ﹤0.01% | 1816 |
|
|
2018
Q3 | $75K | Buy |
5,537
+114
| +2% | +$1.54K | ﹤0.01% | 1651 |
|
|
2018
Q2 | $71K | Sell |
5,423
-241
| -4% | -$3.16K | ﹤0.01% | 1687 |
|
|
2018
Q1 | $75K | Hold |
5,664
| – | – | ﹤0.01% | 1555 |
|
|
2017
Q4 | $75K | Sell |
5,664
-5,295
| -48% | -$70.1K | ﹤0.01% | 1551 |
|
|
2017
Q3 | $165K | Sell |
10,959
-514
| -4% | -$7.74K | 0.01% | 1255 |
|
|
2017
Q2 | $191K | Sell |
11,473
-10,367
| -47% | -$173K | 0.01% | 1147 |
|
|
2017
Q1 | $322K | Sell |
21,840
-10,920
| -33% | -$161K | 0.01% | 867 |
|
|
2016
Q4 | $538K | Buy |
32,760
+16,246
| +98% | +$267K | 0.03% | 587 |
|
|
2016
Q3 | $239K | Buy |
16,514
+5,670
| +52% | +$82.1K | 0.01% | 910 |
|
|
2016
Q2 | $130K | Buy |
10,844
+10,385
| +2,263% | +$124K | 0.01% | 1192 |
|
|
2016
Q1 | $5K | Sell |
459
-9,045
| -95% | -$98.5K | ﹤0.01% | 1866 |
|
|
2015
Q4 | $109K | Buy |
+9,504
| New | +$109K | 0.01% | 1125 |
|