IFP Advisors’s Pearson PSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9K | Hold |
730
| – | – | ﹤0.01% | 2866 |
|
|
2025
Q1 | $11.7K | Hold |
730
| – | – | ﹤0.01% | 2531 |
|
|
2024
Q4 | $11.8K | Hold |
730
| – | – | ﹤0.01% | 2466 |
|
|
2024
Q3 | $9.91K | Sell |
730
-423
| -37% | -$5.74K | ﹤0.01% | 2436 |
|
|
2024
Q2 | $14.4K | Hold |
1,153
| – | – | ﹤0.01% | 2207 |
|
|
2024
Q1 | $15.2K | Hold |
1,153
| – | – | ﹤0.01% | 2095 |
|
|
2023
Q4 | $14.2K | Sell |
1,153
-8,881
| -89% | -$109K | ﹤0.01% | 2055 |
|
|
2023
Q3 | $106K | Hold |
10,034
| – | – | ﹤0.01% | 1226 |
|
|
2023
Q2 | $105K | Sell |
10,034
-423
| -4% | -$4.43K | ﹤0.01% | 1296 |
|
|
2023
Q1 | $125K | Sell |
10,457
-27
| -0.3% | -$322 | 0.01% | 1140 |
|
|
2022
Q4 | $126K | Sell |
10,484
-263
| -2% | -$3.16K | ﹤0.01% | 1622 |
|
|
2022
Q3 | $145K | Buy |
10,747
+9,314
| +650% | +$126K | ﹤0.01% | 1613 |
|
|
2022
Q2 | $34K | Hold |
1,433
| – | – | ﹤0.01% | 2439 |
|
|
2022
Q1 | $34K | Buy |
1,433
+1,371
| +2,211% | +$32.5K | ﹤0.01% | 2439 |
|
|
2021
Q4 | $1K | Hold |
62
| – | – | ﹤0.01% | 3038 |
|
|
2021
Q3 | $1K | Hold |
62
| – | – | ﹤0.01% | 3038 |
|
|
2021
Q2 | $1K | Buy |
+62
| New | +$1K | ﹤0.01% | 2897 |
|
|
2019
Q1 | – | Sell |
-1,929
| Closed | -$23K | – | 3145 |
|
|
2018
Q4 | $23K | Buy |
1,929
+832
| +76% | +$9.92K | ﹤0.01% | 2028 |
|
|
2018
Q3 | $13K | Buy |
1,097
+97
| +10% | +$1.15K | ﹤0.01% | 2675 |
|
|
2018
Q2 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 2748 |
|
|
2018
Q1 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 2794 |
|
|
2017
Q4 | $10K | Sell |
1,000
-564
| -36% | -$5.64K | ﹤0.01% | 2790 |
|
|
2017
Q3 | $13K | Buy |
1,564
+5
| +0.3% | +$42 | ﹤0.01% | 2854 |
|
|
2017
Q2 | $14K | Buy |
1,559
+26
| +2% | +$233 | ﹤0.01% | 2784 |
|
|
2017
Q1 | $13K | Sell |
1,533
-241
| -14% | -$2.04K | ﹤0.01% | 2750 |
|
|
2016
Q4 | $18K | Buy |
1,774
+1,737
| +4,695% | +$17.6K | ﹤0.01% | 2521 |
|
|
2016
Q3 | $0 | Hold |
37
| – | – | ﹤0.01% | 3988 |
|
|
2016
Q2 | $0 | Buy |
+37
| New | – | ﹤0.01% | 4110 |
|