IFP Advisors’s Seven Hills Realty Trust SEVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289 | Buy |
+24
| New | +$289 | ﹤0.01% | 4564 |
|
|
2025
Q1 | – | Hold |
0
| – | -$39 | – | 4083 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4324 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 3941 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 3992 |
|
|
2017
Q4 | – | Sell |
-20
| Closed | – | – | 4015 |
|
|
2017
Q3 | $0 | Sell |
20
-1
| -5% | – | ﹤0.01% | 4145 |
|
|
2017
Q2 | $0 | Hold |
21
| – | – | ﹤0.01% | 4152 |
|
|
2017
Q1 | $0 | Hold |
21
| – | – | ﹤0.01% | 4076 |
|
|
2016
Q4 | $0 | Hold |
21
| – | – | ﹤0.01% | 4085 |
|
|
2016
Q3 | $0 | Hold |
21
| – | – | ﹤0.01% | 4002 |
|
|
2016
Q2 | $0 | Buy |
+21
| New | – | ﹤0.01% | 4141 |
|
|
2016
Q1 | – | Sell |
-21
| Closed | – | – | 3268 |
|
|
2015
Q4 | $0 | Buy |
+21
| New | – | ﹤0.01% | 3773 |
|