IFP Advisors’s Presidio Property Trust SQFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.8K | Buy |
32,843
+29,857
| +1,000% | +$30.7K | ﹤0.01% | 2261 |
|
|
2025
Q1 | $17.2K | Sell |
2,986
-692
| -19% | -$3.98K | ﹤0.01% | 2356 |
|
|
2024
Q4 | $29.4K | Buy |
3,678
+206
| +6% | +$1.65K | ﹤0.01% | 2076 |
|
|
2024
Q3 | $24.9K | Buy |
3,472
+160
| +5% | +$1.15K | ﹤0.01% | 2060 |
|
|
2024
Q2 | $23.1K | Sell |
3,312
-152
| -4% | -$1.06K | ﹤0.01% | 2014 |
|
|
2024
Q1 | $42.3K | Buy |
3,464
+604
| +21% | +$7.37K | ﹤0.01% | 1659 |
|
|
2023
Q4 | $29.5K | Sell |
2,860
-534
| -16% | -$5.5K | ﹤0.01% | 1768 |
|
|
2023
Q3 | $27K | Sell |
3,394
-227
| -6% | -$1.81K | ﹤0.01% | 1799 |
|
|
2023
Q2 | $32.7K | Hold |
3,621
| – | – | ﹤0.01% | 1796 |
|
|
2023
Q1 | $172K | Sell |
3,621
-5,079
| -58% | -$241K | 0.01% | 1005 |
|
|
2022
Q4 | $414K | Sell |
8,700
-604
| -6% | -$28.7K | 0.01% | 981 |
|
|
2022
Q3 | $443K | Buy |
9,304
+880
| +10% | +$41.9K | 0.01% | 985 |
|
|
2022
Q2 | $401K | Hold |
8,424
| – | – | 0.01% | 937 |
|
|
2022
Q1 | $401K | Buy |
8,424
+5,683
| +207% | +$271K | 0.01% | 937 |
|
|
2021
Q4 | $108K | Buy |
2,741
+29
| +1% | +$1.14K | ﹤0.01% | 1219 |
|
|
2021
Q3 | $101K | Sell |
2,712
-50
| -2% | -$1.86K | ﹤0.01% | 1256 |
|
|
2021
Q2 | $109K | Buy |
2,762
+363
| +15% | +$14.3K | ﹤0.01% | 1200 |
|
|
2021
Q1 | $90K | Buy |
2,399
+319
| +15% | +$12K | ﹤0.01% | 1217 |
|
|
2020
Q4 | $88K | Buy |
+2,080
| New | +$88K | ﹤0.01% | 1195 |
|