IFP Advisors’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.3K | Sell |
56
-66
| -54% | -$15.6K | ﹤0.01% | 3095 |
|
|
2025
Q4 | $27.9K | Buy |
122
+10
| +9% | +$2.6K | ﹤0.01% | 2531 |
|
|
2025
Q3 | $34.7K | Buy |
+112
| New | +$35.1K | ﹤0.01% | 2268 |
|
|
2025
Q2 | – | Sell |
-69
| Closed | -$20.9K | – | 1581 |
|
|
2025
Q1 | $22K | Buy |
69
+14
| +25% | +$4.75K | ﹤0.01% | 2256 |
|
|
2024
Q4 | $18.9K | Buy |
55
+15
| +38% | +$5.47K | ﹤0.01% | 2273 |
|
|
2024
Q3 | $15.2K | Buy |
40
+5
| +14% | +$1.73K | ﹤0.01% | 2261 |
|
|
2024
Q2 | $10.9K | Buy |
35
+5
| +17% | +$1.81K | ﹤0.01% | 2313 |
|
|
2024
Q1 | $12.2K | Sell |
30
-2
| -6% | -$782 | ﹤0.01% | 2165 |
|
|
2023
Q4 | $12.8K | Sell |
32
-103
| -76% | -$36.1K | ﹤0.01% | 2093 |
|
|
2023
Q3 | $48.1K | Sell |
135
-299
| -69% | -$109K | ﹤0.01% | 1580 |
|
|
2023
Q2 | $163K | Sell |
434
-65
| -13% | -$22.2K | 0.01% | 1123 |
|
|
2023
Q1 | $20.8K | Sell |
499
-828
| -62% | -$294K | ﹤0.01% | 2004 |
|
|
2022
Q4 | $100K | Sell |
1,327
-49
| -4% | -$15.5K | ﹤0.01% | 1739 |
|
|
2022
Q3 | $108K | Buy |
1,376
+144
| +12% | +$51.4K | ﹤0.01% | 1804 |
|
|
2022
Q2 | $101K | Hold |
1,232
| – | – | ﹤0.01% | 1683 |
|
|
2022
Q1 | $101K | Buy |
1,232
+898
| +269% | +$419K | ﹤0.01% | 1683 |
|
|
2021
Q4 | $189K | Sell |
334
-2
| -0.6% | -$1.05K | ﹤0.01% | 978 |
|
|
2021
Q3 | $148K | Buy |
336
+40
| +14% | +$19K | ﹤0.01% | 1110 |
|
|
2021
Q2 | $134K | Buy |
296
+224
| +311% | +$94.3K | ﹤0.01% | 1095 |
|
|
2021
Q1 | $24K | Sell |
72
-57
| -44% | -$19.9K | ﹤0.01% | 1774 |
|
|
2020
Q4 | $49K | Buy |
129
+53
| +70% | +$18.5K | ﹤0.01% | 1457 |
|
|
2020
Q3 | $26K | Buy |
76
+6
| +9% | +$1.86K | ﹤0.01% | 1538 |
|
|
2020
Q2 | $19K | Buy |
70
+58
| +483% | +$13.4K | ﹤0.01% | 1586 |
|
|
2020
Q1 | $2K | Buy |
12
+7
| +140% | +$1.49K | ﹤0.01% | 2391 |
|
|
2019
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 2707 |
|
|
2019
Q3 | $1K | Buy |
+5
| New | +$964 | ﹤0.01% | 2914 |
|
|
2019
Q1 | $5K | Sell |
32
-74
| -70% | -$11.5K | ﹤0.01% | 1873 |
|
|
2018
Q4 | $16K | Buy |
106
+11
| +12% | +$1.65K | ﹤0.01% | 2256 |
|
|
2018
Q3 | $16K | Buy |
95
+12
| +14% | +$1.94K | ﹤0.01% | 2587 |
|
|
2018
Q2 | $13K | Buy |
83
+5
| +6% | +$734 | ﹤0.01% | 2743 |
|
|
2018
Q1 | $10K | Hold |
78
| – | – | ﹤0.01% | 2791 |
|
|
2017
Q4 | $10K | Hold |
78
| – | – | ﹤0.01% | 2832 |
|
|
2017
Q3 | $8K | Sell |
78
-37
| -32% | -$4K | ﹤0.01% | 3158 |
|
|
2017
Q2 | $14K | Hold |
115
| – | – | ﹤0.01% | 2813 |
|
|
2017
Q1 | $14K | Buy |
115
+88
| +326% | +$9.86K | ﹤0.01% | 2733 |
|
|
2016
Q4 | $3K | Buy |
27
+21
| +350% | +$2.07K | ﹤0.01% | 3533 |
|
|
2016
Q3 | $1K | Buy |
+6
| New | +$589 | ﹤0.01% | 3756 |
|
|
2016
Q2 | – | Sell |
-32
| Closed | -$5K | – | 4009 |
|
|
2016
Q1 | $5K | Sell |
32
-154
| -83% | -$12.4K | ﹤0.01% | 1872 |
|
|
2015
Q4 | $15K | Buy |
+186
| New | +$14.9K | ﹤0.01% | 2337 |
|
Other funds holding POOL
VCM
VPM
