IFP Advisors’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $119K | Sell |
2,834
-306
| -10% | -$13.2K | ﹤0.01% | 1725 |
|
|
2025
Q4 | $124K | Buy |
3,140
+1,359
| +76% | +$55.7K | ﹤0.01% | 1659 |
|
|
2025
Q3 | $75.8K | Buy |
1,781
+445
| +33% | +$18.9K | ﹤0.01% | 1854 |
|
|
2025
Q2 | $57.7K | Sell |
1,336
-1,900
| -59% | -$78.9K | ﹤0.01% | 1973 |
|
|
2025
Q1 | $138K | Sell |
3,236
-1,258
| -28% | -$51.3K | ﹤0.01% | 1348 |
|
|
2024
Q4 | $184K | Sell |
4,494
-110
| -2% | -$4.87K | 0.01% | 1156 |
|
|
2024
Q3 | $223K | Sell |
4,604
-1,518
| -25% | -$70.2K | 0.01% | 1036 |
|
|
2024
Q2 | $261K | Sell |
6,122
-1,064
| -15% | -$44.3K | 0.01% | 906 |
|
|
2024
Q1 | $307K | Buy |
7,186
+540
| +8% | +$22.5K | 0.01% | 788 |
|
|
2023
Q4 | $286K | Sell |
6,646
-2,591
| -28% | -$100K | 0.01% | 792 |
|
|
2023
Q3 | $326K | Buy |
9,237
+282
| +3% | +$11.3K | 0.01% | 748 |
|
|
2023
Q2 | $383K | Sell |
8,955
-525
| -6% | -$22.6K | 0.02% | 750 |
|
|
2023
Q1 | $299K | Sell |
9,480
-9,630
| -50% | -$438K | 0.01% | 780 |
|
|
2022
Q4 | $609K | Buy |
19,110
+415
| +2% | +$18K | 0.02% | 808 |
|
|
2022
Q3 | $596K | Buy |
18,695
+200
| +1% | +$9.03K | 0.02% | 841 |
|
|
2022
Q2 | $586K | Hold |
18,495
| – | – | 0.02% | 774 |
|
|
2022
Q1 | $586K | Buy |
18,495
+10,147
| +122% | +$447K | 0.02% | 774 |
|
|
2021
Q4 | $401K | Buy |
8,348
+1,012
| +14% | +$46.4K | 0.01% | 675 |
|
|
2021
Q3 | $316K | Buy |
7,336
+440
| +6% | +$20.7K | 0.01% | 748 |
|
|
2021
Q2 | $324K | Sell |
6,896
-71
| -1% | -$3.32K | 0.01% | 691 |
|
|
2021
Q1 | $305K | Sell |
6,967
-1,415
| -17% | -$59.3K | 0.01% | 669 |
|
|
2020
Q4 | $340K | Sell |
8,382
-855
| -9% | -$32.2K | 0.01% | 620 |
|
|
2020
Q3 | $319K | Buy |
9,237
+174
| +2% | +$6.22K | 0.02% | 551 |
|
|
2020
Q2 | $324K | Sell |
9,063
-247
| -3% | -$8.08K | 0.03% | 521 |
|
|
2020
Q1 | $331K | Buy |
9,310
+1,471
| +19% | +$73.9K | 0.03% | 434 |
|
|
2019
Q4 | $414K | Buy |
7,839
+12
| +0.2% | +$667 | 0.03% | 468 |
|
|
2019
Q3 | $442K | Buy |
+7,827
| New | +$426K | 0.03% | 524 |
|
|
2019
Q1 | $46K | Sell |
831
-9,126
| -92% | -$473K | 0.01% | 999 |
|
|
2018
Q4 | $482K | Sell |
9,957
-14,910
| -60% | -$711K | 0.03% | 569 |
|
|
2018
Q3 | $1.11M | Buy |
24,867
+13,047
| +110% | +$587K | 0.05% | 404 |
|
|
2018
Q2 | $520K | Sell |
11,820
-2,755
| -19% | -$111K | 0.02% | 645 |
|
|
2018
Q1 | $629K | Hold |
14,575
| – | – | 0.03% | 537 |
|
|
2017
Q4 | $629K | Sell |
14,575
-6,370
| -30% | -$267K | 0.03% | 538 |
|
|
2017
Q3 | $873K | Sell |
20,945
-420
| -2% | -$17.2K | 0.03% | 479 |
|
|
2017
Q2 | $835K | Buy |
21,365
+2,029
| +10% | +$82K | 0.04% | 482 |
|
|
2017
Q1 | $843K | Buy |
19,336
+4,253
| +28% | +$188K | 0.04% | 480 |
|
|
2016
Q4 | $667K | Buy |
15,083
+1,248
| +9% | +$55.1K | 0.03% | 515 |
|
|
2016
Q3 | $704K | Sell |
13,835
-563
| -4% | -$28.8K | 0.04% | 464 |
|
|
2016
Q2 | $745K | Buy |
14,398
+13,567
| +1,633% | +$629K | 0.04% | 424 |
|
|
2016
Q1 | $46K | Sell |
831
-11,420
| -93% | -$496K | 0.01% | 999 |
|
|
2015
Q4 | $491K | Buy |
+12,251
| New | +$467K | 0.03% | 507 |
|
Other funds holding NNN
VPM
VCM
RIM