IFP Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.2K | Buy |
2,339
+430
| +23% | +$17.7K | ﹤0.01% | 1659 |
|
|
2025
Q1 | $78.7K | Sell |
1,909
-24
| -1% | -$990 | ﹤0.01% | 1661 |
|
|
2024
Q4 | $112K | Buy |
1,933
+81
| +4% | +$4.7K | ﹤0.01% | 1414 |
|
|
2024
Q3 | $154K | Sell |
1,852
-254
| -12% | -$21.2K | 0.01% | 1209 |
|
|
2024
Q2 | $165K | Sell |
2,106
-122
| -5% | -$9.56K | 0.01% | 1131 |
|
|
2024
Q1 | $223K | Buy |
2,228
+531
| +31% | +$53.2K | 0.01% | 952 |
|
|
2023
Q4 | $161K | Buy |
1,697
+619
| +57% | +$58.7K | 0.01% | 1054 |
|
|
2023
Q3 | $112K | Buy |
1,078
+683
| +173% | +$71.1K | 0.01% | 1203 |
|
|
2023
Q2 | $47.8K | Buy |
395
+92
| +30% | +$11.1K | ﹤0.01% | 1633 |
|
|
2023
Q1 | $25.4K | Sell |
303
-629
| -67% | -$52.6K | ﹤0.01% | 1913 |
|
|
2022
Q4 | $97K | Sell |
932
-198
| -18% | -$20.6K | ﹤0.01% | 1755 |
|
|
2022
Q3 | $113K | Buy |
1,130
+145
| +15% | +$14.5K | ﹤0.01% | 1772 |
|
|
2022
Q2 | $96K | Hold |
985
| – | – | ﹤0.01% | 1708 |
|
|
2022
Q1 | $96K | Sell |
985
-424
| -30% | -$41.3K | ﹤0.01% | 1708 |
|
|
2021
Q4 | $165K | Buy |
1,409
+72
| +5% | +$8.43K | ﹤0.01% | 1032 |
|
|
2021
Q3 | $168K | Buy |
1,337
+91
| +7% | +$11.4K | ﹤0.01% | 1016 |
|
|
2021
Q2 | $170K | Buy |
1,246
+903
| +263% | +$123K | ﹤0.01% | 984 |
|
|
2021
Q1 | $46K | Hold |
343
| – | – | ﹤0.01% | 1500 |
|
|
2020
Q4 | $32K | Sell |
343
-1,786
| -84% | -$167K | ﹤0.01% | 1615 |
|
|
2020
Q3 | $207K | Sell |
2,129
-17
| -0.8% | -$1.65K | 0.01% | 692 |
|
|
2020
Q2 | $202K | Buy |
2,146
+1,796
| +513% | +$169K | 0.02% | 663 |
|
|
2020
Q1 | $18K | Hold |
350
| – | – | ﹤0.01% | 1528 |
|
|
2019
Q4 | $35K | Sell |
350
-50
| -13% | -$5K | ﹤0.01% | 1399 |
|
|
2019
Q3 | $35K | Buy |
+400
| New | +$35K | ﹤0.01% | 1520 |
|
|
2019
Q1 | $25K | Sell |
287
-277
| -49% | -$24.1K | ﹤0.01% | 1251 |
|
|
2018
Q4 | $42K | Sell |
564
-257
| -31% | -$19.1K | ﹤0.01% | 1692 |
|
|
2018
Q3 | $83K | Buy |
821
+77
| +10% | +$7.78K | ﹤0.01% | 1588 |
|
|
2018
Q2 | $91K | Sell |
744
-1,997
| -73% | -$244K | ﹤0.01% | 1520 |
|
|
2018
Q1 | $340K | Buy |
2,741
+200
| +8% | +$24.8K | 0.02% | 781 |
|
|
2017
Q4 | $315K | Buy |
2,541
+785
| +45% | +$97.3K | 0.01% | 801 |
|
|
2017
Q3 | $184K | Buy |
1,756
+482
| +38% | +$50.5K | 0.01% | 1185 |
|
|
2017
Q2 | $118K | Buy |
1,274
+13
| +1% | +$1.2K | 0.01% | 1435 |
|
|
2017
Q1 | $106K | Sell |
1,261
-198
| -14% | -$16.6K | ﹤0.01% | 1455 |
|
|
2016
Q4 | $120K | Sell |
1,459
-8
| -0.5% | -$658 | 0.01% | 1335 |
|
|
2016
Q3 | $114K | Sell |
1,467
-1,954
| -57% | -$152K | 0.01% | 1291 |
|
|
2016
Q2 | $280K | Buy |
3,421
+3,134
| +1,092% | +$257K | 0.02% | 818 |
|
|
2016
Q1 | $25K | Sell |
287
-2,305
| -89% | -$201K | ﹤0.01% | 1251 |
|
|
2015
Q4 | $223K | Buy |
+2,592
| New | +$223K | 0.02% | 788 |
|