IFP Advisors’s Packaging Corp of America PKG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Buy |
1,509
+178
| +13% | +$34K | 0.01% | 1085 |
|
|
2025
Q1 | $266K | Buy |
1,331
+38
| +3% | +$7.59K | 0.01% | 1041 |
|
|
2024
Q4 | $294K | Buy |
1,293
+1
| +0.1% | +$227 | 0.01% | 952 |
|
|
2024
Q3 | $278K | Sell |
1,292
-18
| -1% | -$3.88K | 0.01% | 931 |
|
|
2024
Q2 | $239K | Sell |
1,310
-96
| -7% | -$17.5K | 0.01% | 955 |
|
|
2024
Q1 | $267K | Buy |
1,406
+222
| +19% | +$42.1K | 0.01% | 858 |
|
|
2023
Q4 | $193K | Sell |
1,184
-72
| -6% | -$11.7K | 0.01% | 962 |
|
|
2023
Q3 | $193K | Buy |
1,256
+376
| +43% | +$57.7K | 0.01% | 984 |
|
|
2023
Q2 | $116K | Buy |
880
+33
| +4% | +$4.36K | ﹤0.01% | 1251 |
|
|
2023
Q1 | $102K | Sell |
847
-187
| -18% | -$22.4K | ﹤0.01% | 1246 |
|
|
2022
Q4 | $129K | Sell |
1,034
-91
| -8% | -$11.4K | ﹤0.01% | 1606 |
|
|
2022
Q3 | $140K | Buy |
1,125
+79
| +8% | +$9.83K | ﹤0.01% | 1632 |
|
|
2022
Q2 | $127K | Hold |
1,046
| – | – | ﹤0.01% | 1540 |
|
|
2022
Q1 | $127K | Buy |
1,046
+284
| +37% | +$34.5K | ﹤0.01% | 1540 |
|
|
2021
Q4 | $104K | Sell |
762
-7
| -0.9% | -$955 | ﹤0.01% | 1231 |
|
|
2021
Q3 | $105K | Sell |
769
-151
| -16% | -$20.6K | ﹤0.01% | 1236 |
|
|
2021
Q2 | $124K | Buy |
920
+26
| +3% | +$3.5K | ﹤0.01% | 1137 |
|
|
2021
Q1 | $120K | Sell |
894
-257
| -22% | -$34.5K | ﹤0.01% | 1088 |
|
|
2020
Q4 | $160K | Buy |
1,151
+84
| +8% | +$11.7K | 0.01% | 906 |
|
|
2020
Q3 | $115K | Sell |
1,067
-683
| -39% | -$73.6K | 0.01% | 927 |
|
|
2020
Q2 | $171K | Sell |
1,750
-311
| -15% | -$30.4K | 0.01% | 730 |
|
|
2020
Q1 | $181K | Sell |
2,061
-17,968
| -90% | -$1.58M | 0.02% | 605 |
|
|
2019
Q4 | $2.23M | Buy |
20,029
+177
| +0.9% | +$19.7K | 0.17% | 143 |
|
|
2019
Q3 | $2.09M | Buy |
+19,852
| New | +$2.09M | 0.14% | 162 |
|
|
2019
Q1 | $948K | Buy |
9,601
+7,720
| +410% | +$762K | 0.13% | 169 |
|
|
2018
Q4 | $155K | Sell |
1,881
-1,875
| -50% | -$155K | 0.01% | 971 |
|
|
2018
Q3 | $412K | Buy |
3,756
+627
| +20% | +$68.8K | 0.02% | 757 |
|
|
2018
Q2 | $350K | Buy |
3,129
+539
| +21% | +$60.3K | 0.01% | 816 |
|
|
2018
Q1 | $312K | Hold |
2,590
| – | – | 0.01% | 807 |
|
|
2017
Q4 | $312K | Sell |
2,590
-840
| -24% | -$101K | 0.01% | 805 |
|
|
2017
Q3 | $393K | Sell |
3,430
-65
| -2% | -$7.45K | 0.02% | 787 |
|
|
2017
Q2 | $389K | Sell |
3,495
-472
| -12% | -$52.5K | 0.02% | 787 |
|
|
2017
Q1 | $363K | Buy |
3,967
+480
| +14% | +$43.9K | 0.02% | 820 |
|
|
2016
Q4 | $296K | Buy |
3,487
+842
| +32% | +$71.5K | 0.01% | 862 |
|
|
2016
Q3 | $215K | Sell |
2,645
-17
| -0.6% | -$1.38K | 0.01% | 966 |
|
|
2016
Q2 | $178K | Sell |
2,662
-6,939
| -72% | -$464K | 0.01% | 1025 |
|
|
2016
Q1 | $948K | Buy |
9,601
+7,123
| +287% | +$703K | 0.13% | 169 |
|
|
2015
Q4 | $156K | Buy |
+2,478
| New | +$156K | 0.01% | 952 |
|