IFP Advisors’s StoneMor Inc. STON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-860
| Closed | -$3K | – | 4653 |
|
|
2022
Q4 | $3K | Sell |
860
-2,000
| -70% | -$6.9K | ﹤0.01% | 4094 |
|
|
2022
Q3 | $6K | Hold |
2,860
| – | – | ﹤0.01% | 3986 |
|
|
2022
Q2 | $6K | Hold |
2,860
| – | – | ﹤0.01% | 3740 |
|
|
2022
Q1 | $6K | Buy |
2,860
+660
| +30% | +$1.7K | ﹤0.01% | 3740 |
|
|
2021
Q4 | $7K | Hold |
2,200
| – | – | ﹤0.01% | 2382 |
|
|
2021
Q3 | $7K | Hold |
2,200
| – | – | ﹤0.01% | 2452 |
|
|
2021
Q2 | $5K | Hold |
2,200
| – | – | ﹤0.01% | 2509 |
|
|
2021
Q1 | $4K | Hold |
2,200
| – | – | ﹤0.01% | 2519 |
|
|
2020
Q4 | $5K | Hold |
2,200
| – | – | ﹤0.01% | 2353 |
|
|
2020
Q3 | $2K | Hold |
2,200
| – | – | ﹤0.01% | 2543 |
|
|
2020
Q2 | $2K | Hold |
2,200
| – | – | ﹤0.01% | 2452 |
|
|
2020
Q1 | $2K | Hold |
2,200
| – | – | ﹤0.01% | 2421 |
|
|
2019
Q4 | $3K | Buy |
2,200
+440
| +25% | +$509 | ﹤0.01% | 2429 |
|
|
2019
Q3 | $2K | Buy |
+1,760
| New | +$2.69K | ﹤0.01% | 2756 |
|
|
2019
Q1 | – | Sell |
-1,931
| Closed | -$4K | – | 3652 |
|
|
2018
Q4 | $4K | Hold |
1,931
| – | – | ﹤0.01% | 2980 |
|
|
2018
Q3 | $10K | Buy |
1,931
+100
| +5% | +$458 | ﹤0.01% | 2876 |
|
|
2018
Q2 | $11K | Buy |
1,831
+170
| +10% | +$1.03K | ﹤0.01% | 2861 |
|
|
2018
Q1 | $11K | Hold |
1,661
| – | – | ﹤0.01% | 2759 |
|
|
2017
Q4 | $11K | Sell |
1,661
-1,205
| -42% | -$8.08K | ﹤0.01% | 2799 |
|
|
2017
Q3 | $19K | Sell |
2,866
-834
| -23% | -$5.77K | ﹤0.01% | 2644 |
|
|
2017
Q2 | $35K | Sell |
3,700
-916
| -20% | -$8.15K | ﹤0.01% | 2220 |
|
|
2017
Q1 | $37K | Sell |
4,616
-706
| -13% | -$7.14K | ﹤0.01% | 2117 |
|
|
2016
Q4 | $47K | Buy |
5,322
+58
| +1% | +$815 | ﹤0.01% | 1925 |
|
|
2016
Q3 | $132K | Sell |
5,264
-259
| -5% | -$6.51K | 0.01% | 1211 |
|
|
2016
Q2 | $138K | Buy |
+5,523
| New | +$134K | 0.01% | 1163 |
|
|
2016
Q1 | – | Sell |
-5,865
| Closed | -$157K | – | 3645 |
|
|
2015
Q4 | $157K | Buy |
+5,865
| New | +$167K | 0.01% | 950 |
|
Other funds holding STON
IFP Advisors's STON Position: Q1 2023 in Review
IFP Advisors sold out of StoneMor Inc. (STON) in Q1 2023, closing a stake of 860 shares — an estimated $3K sold.
IFP Advisors first reported a position in STON in Q4 2015 and held it in 26 quarters. The position peaked at $157K in Q4 2015. 1 fund tracked by Wall St. Rank holds STON as of Q1 2023.
- IFP Advisors reported no remaining StoneMor Inc. position as of Q1 2023 after selling out during the quarter.
- IFP Advisors sold 860 StoneMor Inc. shares in Q1 2023, an estimated $3K.
- IFP Advisors first reported a position in StoneMor Inc. in Q4 2015 and held it in 26 quarters.
- IFP Advisors's StoneMor Inc. position peaked at $157K in Q4 2015.
- 1 fund tracked by Wall St. Rank held StoneMor Inc. as of Q1 2023.
Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.