IFP Advisors’s CPI Card Group PMTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103K | Buy |
4,342
+1,494
| +52% | +$35.6K | ﹤0.01% | 1616 |
|
|
2025
Q1 | $83.2K | Sell |
2,848
-200
| -7% | -$5.84K | ﹤0.01% | 1631 |
|
|
2024
Q4 | $91.2K | Buy |
3,048
+1,498
| +97% | +$44.8K | ﹤0.01% | 1517 |
|
|
2024
Q3 | $43.1K | Buy |
+1,550
| New | +$43.1K | ﹤0.01% | 1800 |
|
|
2023
Q3 | – | Sell |
-70
| Closed | -$1.63K | – | 3491 |
|
|
2023
Q2 | $1.63K | Hold |
70
| – | – | ﹤0.01% | 2943 |
|
|
2023
Q1 | $198 | Hold |
70
| – | – | ﹤0.01% | 3275 |
|
|
2022
Q4 | $1K | Buy |
+70
| New | +$1K | ﹤0.01% | 4443 |
|
|
2017
Q4 | – | Sell |
-100
| Closed | -$1K | – | 3986 |
|
|
2017
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 3897 |
|
|
2017
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 3889 |
|
|
2017
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 3643 |
|
|
2016
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 3636 |
|
|
2016
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 3456 |
|
|
2016
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 3345 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$5K | – | 3157 |
|
|
2015
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 2963 |
|