IFP Advisors’s PotlatchDeltic PCH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16K | Buy |
416
+107
| +35% | +$4.11K | ﹤0.01% | 2666 |
|
|
2025
Q1 | $13.9K | Sell |
309
-62
| -17% | -$2.8K | ﹤0.01% | 2451 |
|
|
2024
Q4 | $14.6K | Hold |
371
| – | – | ﹤0.01% | 2387 |
|
|
2024
Q3 | $16.7K | Hold |
371
| – | – | ﹤0.01% | 2215 |
|
|
2024
Q2 | $14.6K | Sell |
371
-6,995
| -95% | -$276K | ﹤0.01% | 2198 |
|
|
2024
Q1 | $346K | Sell |
7,366
-113
| -2% | -$5.31K | 0.02% | 740 |
|
|
2023
Q4 | $367K | Sell |
7,479
-485
| -6% | -$23.8K | 0.02% | 690 |
|
|
2023
Q3 | $361K | Buy |
7,964
+105
| +1% | +$4.77K | 0.02% | 708 |
|
|
2023
Q2 | $415K | Sell |
7,859
-165
| -2% | -$8.72K | 0.02% | 716 |
|
|
2023
Q1 | $410K | Sell |
8,024
-215
| -3% | -$11K | 0.02% | 661 |
|
|
2022
Q4 | $432K | Buy |
8,239
+122
| +2% | +$6.4K | 0.01% | 954 |
|
|
2022
Q3 | $428K | Buy |
8,117
+7,757
| +2,155% | +$409K | 0.01% | 1001 |
|
|
2022
Q2 | $28K | Hold |
360
| – | – | ﹤0.01% | 2586 |
|
|
2022
Q1 | $28K | Buy |
+360
| New | +$28K | ﹤0.01% | 2586 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4222 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3991 |
|
|
2021
Q1 | – | Sell |
-100
| Closed | -$5K | – | 3894 |
|
|
2020
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 2323 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3606 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3439 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3375 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3391 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3483 |
|
|
2019
Q1 | $3K | Hold |
68
| – | – | ﹤0.01% | 2023 |
|
|
2018
Q4 | $2K | Sell |
68
-66
| -49% | -$1.94K | ﹤0.01% | 3134 |
|
|
2018
Q3 | $5K | Buy |
134
+12
| +10% | +$448 | ﹤0.01% | 3182 |
|
|
2018
Q2 | $6K | Buy |
122
+64
| +110% | +$3.15K | ﹤0.01% | 3130 |
|
|
2018
Q1 | $3K | Hold |
58
| – | – | ﹤0.01% | 3396 |
|
|
2017
Q4 | $3K | Hold |
58
| – | – | ﹤0.01% | 3395 |
|
|
2017
Q3 | $3K | Sell |
58
-45
| -44% | -$2.33K | ﹤0.01% | 3599 |
|
|
2017
Q2 | $5K | Buy |
103
+45
| +78% | +$2.18K | ﹤0.01% | 3386 |
|
|
2017
Q1 | $3K | Hold |
58
| – | – | ﹤0.01% | 3515 |
|
|
2016
Q4 | $2K | Buy |
+58
| New | +$2K | ﹤0.01% | 3634 |
|
|
2016
Q2 | – | Sell |
-68
| Closed | -$3K | – | 4091 |
|
|
2016
Q1 | $3K | Buy |
+68
| New | +$3K | ﹤0.01% | 2023 |
|