IFP Advisors’s Potbelly PBPB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2K | Sell |
890
-10
| -1% | -$137 | ﹤0.01% | 2812 |
|
|
2025
Q1 | $8.56K | Hold |
900
| – | – | ﹤0.01% | 2633 |
|
|
2024
Q4 | $8.48K | Hold |
900
| – | – | ﹤0.01% | 2589 |
|
|
2024
Q3 | $7.51K | Hold |
900
| – | – | ﹤0.01% | 2533 |
|
|
2024
Q2 | $7.23K | Hold |
900
| – | – | ﹤0.01% | 2453 |
|
|
2024
Q1 | $10.9K | Hold |
900
| – | – | ﹤0.01% | 2202 |
|
|
2023
Q4 | $9.38K | Hold |
900
| – | – | ﹤0.01% | 2209 |
|
|
2023
Q3 | $7.02K | Hold |
900
| – | – | ﹤0.01% | 2399 |
|
|
2023
Q2 | $7.9K | Hold |
900
| – | – | ﹤0.01% | 2376 |
|
|
2023
Q1 | $11.9K | Hold |
900
| – | – | ﹤0.01% | 2227 |
|
|
2022
Q4 | $12K | Hold |
900
| – | – | ﹤0.01% | 3280 |
|
|
2022
Q3 | $12K | Hold |
900
| – | – | ﹤0.01% | 3522 |
|
|
2022
Q2 | $12K | Hold |
900
| – | – | ﹤0.01% | 3266 |
|
|
2022
Q1 | $12K | Hold |
900
| – | – | ﹤0.01% | 3266 |
|
|
2021
Q4 | $5K | Hold |
900
| – | – | ﹤0.01% | 2458 |
|
|
2021
Q3 | $6K | Buy |
+900
| New | +$6K | ﹤0.01% | 2439 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3988 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3892 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3731 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3602 |
|
|
2020
Q2 | – | Sell |
-1,500
| Closed | -$5K | – | 3435 |
|
|
2020
Q1 | $5K | Buy |
1,500
+700
| +88% | +$2.33K | ﹤0.01% | 2048 |
|
|
2019
Q4 | $3K | Hold |
800
| – | – | ﹤0.01% | 2384 |
|
|
2019
Q3 | $3K | Buy |
+800
| New | +$3K | ﹤0.01% | 2553 |
|