IFP Advisors’s The ONE Group STKS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
4743
2023
Q3
Sell
-124
Closed -$908 3531
2023
Q2
$908 Hold
124
﹤0.01% 3098
2023
Q1
$303 Hold
124
﹤0.01% 3239
2022
Q4
$1K Sell
124
-76
-38% -$613 ﹤0.01% 4479
2022
Q3
$1K Hold
200
﹤0.01% 4682
2022
Q2
$1K Hold
200
﹤0.01% 4451
2022
Q1
$1K Buy
+200
New +$1K ﹤0.01% 4451
2021
Q3
Hold
0
4457
2021
Q2
Hold
0
4242
2021
Q1
Sell
-611
Closed -$2K 4124
2020
Q4
$2K Buy
+611
New +$2K ﹤0.01% 2640