IFP Advisors’s Performant Healthcare Inc PHLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-6
Closed -$46 5197
2025
Q4
$46 Hold
6
﹤0.01% 4716
2025
Q3
$46 Buy
+6
New +$38 ﹤0.01% 4670
2025
Q2
Sell
-4
Closed -$11 4797
2025
Q1
$12 Hold
4
﹤0.01% 4220
2024
Q4
$12 Buy
+4
New +$14 ﹤0.01% 4523

IFP Advisors's PHLT Position: Q1 2026 in Review

IFP Advisors sold out of Performant Healthcare Inc (PHLT) in Q1 2026, closing a stake of 6 shares — an estimated $46 sold.

IFP Advisors first reported a position in PHLT in Q4 2024 and held it in 4 quarters. The position peaked at $46 in Q4 2025. 0 funds tracked by Wall St. Rank hold PHLT as of Q1 2026.

  • IFP Advisors reported no remaining Performant Healthcare Inc position as of Q1 2026 after selling out during the quarter.
  • IFP Advisors sold 6 Performant Healthcare Inc shares in Q1 2026, an estimated $46.
  • IFP Advisors first reported a position in Performant Healthcare Inc in Q4 2024 and held it in 4 quarters.
  • IFP Advisors's Performant Healthcare Inc position peaked at $46 in Q4 2025.
  • 0 funds tracked by Wall St. Rank held Performant Healthcare Inc as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.