IFP Advisors’s PENN Entertainment PENN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $31.7K | Sell |
2,112
-654
| -24% | -$9.1K | ﹤0.01% | 2516 |
|
|
2025
Q4 | $40.8K | Buy |
2,766
+1,196
| +76% | +$18.7K | ﹤0.01% | 2302 |
|
|
2025
Q3 | $30.2K | Buy |
+1,570
| New | +$29.4K | ﹤0.01% | 2351 |
|
|
2025
Q2 | – | Sell |
-1,704
| Closed | -$26.7K | – | 1774 |
|
|
2025
Q1 | $27.8K | Buy |
1,704
+130
| +8% | +$2.54K | ﹤0.01% | 2160 |
|
|
2024
Q4 | $31.2K | Buy |
1,574
+1,052
| +202% | +$20.7K | ﹤0.01% | 2056 |
|
|
2024
Q3 | $9.85K | Sell |
522
-268
| -34% | -$5.1K | ﹤0.01% | 2439 |
|
|
2024
Q2 | $15.3K | Buy |
790
+29
| +4% | +$493 | ﹤0.01% | 2184 |
|
|
2024
Q1 | $13.9K | Buy |
761
+209
| +38% | +$4.32K | ﹤0.01% | 2126 |
|
|
2023
Q4 | $14.4K | Sell |
552
-4,028
| -88% | -$93.4K | ﹤0.01% | 2049 |
|
|
2023
Q3 | $105K | Sell |
4,580
-1,600
| -26% | -$38.7K | ﹤0.01% | 1229 |
|
|
2023
Q2 | $149K | Sell |
6,180
-2,188
| -26% | -$58.3K | 0.01% | 1157 |
|
|
2023
Q1 | $283K | Sell |
8,368
-3,808
| -31% | -$118K | 0.01% | 802 |
|
|
2022
Q4 | $415K | Buy |
12,176
+2,437
| +25% | +$79.1K | 0.01% | 977 |
|
|
2022
Q3 | $337K | Buy |
9,739
+1,306
| +15% | +$42.2K | 0.01% | 1128 |
|
|
2022
Q2 | $293K | Hold |
8,433
| – | – | 0.01% | 1087 |
|
|
2022
Q1 | $293K | Buy |
8,433
+3,456
| +69% | +$158K | 0.01% | 1087 |
|
|
2021
Q4 | $263K | Sell |
4,977
-8,512
| -63% | -$516K | 0.01% | 830 |
|
|
2021
Q3 | $1.03M | Buy |
13,489
+11,138
| +474% | +$819K | 0.02% | 394 |
|
|
2021
Q2 | $174K | Buy |
2,351
+115
| +5% | +$9.9K | ﹤0.01% | 970 |
|
|
2021
Q1 | $225K | Sell |
2,236
-153
| -6% | -$16.9K | ﹤0.01% | 781 |
|
|
2020
Q4 | $208K | Sell |
2,389
-1,290
| -35% | -$92.1K | 0.01% | 784 |
|
|
2020
Q3 | $267K | Buy |
3,679
+1,599
| +77% | +$78.4K | 0.02% | 602 |
|
|
2020
Q2 | $62K | Buy |
2,080
+1,663
| +399% | +$38.1K | ﹤0.01% | 1124 |
|
|
2020
Q1 | $5K | Buy |
+417
| New | +$10.5K | ﹤0.01% | 2073 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3406 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3513 |
|
|
2019
Q1 | $2K | Sell |
100
-130
| -57% | -$3.04K | ﹤0.01% | 2102 |
|
|
2018
Q4 | $4K | Sell |
230
-30
| -12% | -$713 | ﹤0.01% | 2955 |
|
|
2018
Q3 | $9K | Sell |
260
-11
| -4% | -$366 | ﹤0.01% | 2915 |
|
|
2018
Q2 | $9K | Buy |
271
+134
| +98% | +$4.19K | ﹤0.01% | 2974 |
|
|
2018
Q1 | $4K | Hold |
137
| – | – | ﹤0.01% | 3278 |
|
|
2017
Q4 | $4K | Sell |
137
-3,040
| -96% | -$82K | ﹤0.01% | 3327 |
|
|
2017
Q3 | $74K | Buy |
3,177
+16
| +0.5% | +$343 | ﹤0.01% | 1734 |
|
|
2017
Q2 | $68K | Sell |
3,161
-1,000
| -24% | -$19.7K | ﹤0.01% | 1769 |
|
|
2017
Q1 | $77K | Hold |
4,161
| – | – | ﹤0.01% | 1669 |
|
|
2016
Q4 | $57K | Buy |
4,161
+4,000
| +2,484% | +$54.5K | ﹤0.01% | 1805 |
|
|
2016
Q3 | $2K | Sell |
161
-15
| -9% | -$211 | ﹤0.01% | 3602 |
|
|
2016
Q2 | $2K | Buy |
176
+76
| +76% | +$1.19K | ﹤0.01% | 3491 |
|
|
2016
Q1 | $2K | Buy |
100
+47
| +89% | +$674 | ﹤0.01% | 2100 |
|
|
2015
Q4 | $1K | Buy |
+53
| New | +$892 | ﹤0.01% | 3541 |
|
Other funds holding PENN
VPM
DCM
VCM
HPC
HVCM
