IFP Advisors’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.7K | Sell |
1,336
-1,900
| -59% | -$82K | ﹤0.01% | 1973 |
|
|
2025
Q1 | $138K | Sell |
3,236
-1,258
| -28% | -$53.7K | ﹤0.01% | 1348 |
|
|
2024
Q4 | $184K | Sell |
4,494
-110
| -2% | -$4.49K | 0.01% | 1156 |
|
|
2024
Q3 | $223K | Sell |
4,604
-1,518
| -25% | -$73.6K | 0.01% | 1036 |
|
|
2024
Q2 | $261K | Sell |
6,122
-1,064
| -15% | -$45.3K | 0.01% | 906 |
|
|
2024
Q1 | $307K | Buy |
7,186
+540
| +8% | +$23.1K | 0.01% | 788 |
|
|
2023
Q4 | $286K | Sell |
6,646
-2,591
| -28% | -$112K | 0.01% | 792 |
|
|
2023
Q3 | $326K | Buy |
9,237
+282
| +3% | +$9.97K | 0.01% | 748 |
|
|
2023
Q2 | $383K | Sell |
8,955
-525
| -6% | -$22.5K | 0.02% | 750 |
|
|
2023
Q1 | $299K | Sell |
9,480
-9,630
| -50% | -$304K | 0.01% | 780 |
|
|
2022
Q4 | $609K | Buy |
19,110
+415
| +2% | +$13.2K | 0.02% | 808 |
|
|
2022
Q3 | $596K | Buy |
18,695
+200
| +1% | +$6.38K | 0.02% | 842 |
|
|
2022
Q2 | $586K | Hold |
18,495
| – | – | 0.02% | 775 |
|
|
2022
Q1 | $586K | Buy |
18,495
+10,147
| +122% | +$322K | 0.02% | 775 |
|
|
2021
Q4 | $401K | Buy |
8,348
+1,012
| +14% | +$48.6K | 0.01% | 667 |
|
|
2021
Q3 | $316K | Buy |
7,336
+440
| +6% | +$19K | 0.01% | 721 |
|
|
2021
Q2 | $324K | Sell |
6,896
-71
| -1% | -$3.34K | 0.01% | 691 |
|
|
2021
Q1 | $305K | Sell |
6,967
-1,415
| -17% | -$61.9K | 0.01% | 669 |
|
|
2020
Q4 | $340K | Sell |
8,382
-855
| -9% | -$34.7K | 0.01% | 620 |
|
|
2020
Q3 | $319K | Buy |
9,237
+174
| +2% | +$6.01K | 0.02% | 551 |
|
|
2020
Q2 | $324K | Sell |
9,063
-247
| -3% | -$8.83K | 0.03% | 521 |
|
|
2020
Q1 | $331K | Buy |
9,310
+1,471
| +19% | +$52.3K | 0.03% | 433 |
|
|
2019
Q4 | $414K | Buy |
7,839
+12
| +0.2% | +$634 | 0.03% | 468 |
|
|
2019
Q3 | $442K | Buy |
+7,827
| New | +$442K | 0.03% | 524 |
|
|
2019
Q1 | $46K | Sell |
831
-9,126
| -92% | -$505K | 0.01% | 999 |
|
|
2018
Q4 | $482K | Sell |
9,957
-14,910
| -60% | -$722K | 0.03% | 569 |
|
|
2018
Q3 | $1.12M | Buy |
24,867
+13,047
| +110% | +$585K | 0.05% | 404 |
|
|
2018
Q2 | $520K | Sell |
11,820
-2,755
| -19% | -$121K | 0.02% | 643 |
|
|
2018
Q1 | $629K | Hold |
14,575
| – | – | 0.03% | 537 |
|
|
2017
Q4 | $629K | Sell |
14,575
-6,370
| -30% | -$275K | 0.03% | 536 |
|
|
2017
Q3 | $873K | Sell |
20,945
-420
| -2% | -$17.5K | 0.03% | 478 |
|
|
2017
Q2 | $835K | Buy |
21,365
+2,029
| +10% | +$79.3K | 0.04% | 482 |
|
|
2017
Q1 | $843K | Buy |
19,336
+4,253
| +28% | +$185K | 0.04% | 479 |
|
|
2016
Q4 | $667K | Buy |
15,083
+1,248
| +9% | +$55.2K | 0.03% | 514 |
|
|
2016
Q3 | $704K | Sell |
13,835
-563
| -4% | -$28.6K | 0.04% | 462 |
|
|
2016
Q2 | $745K | Buy |
14,398
+13,567
| +1,633% | +$702K | 0.04% | 424 |
|
|
2016
Q1 | $46K | Sell |
831
-11,420
| -93% | -$632K | 0.01% | 999 |
|
|
2015
Q4 | $491K | Buy |
+12,251
| New | +$491K | 0.03% | 505 |
|