IFP Advisors’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1K | Buy |
322
+168
| +109% | +$7.87K | ﹤0.01% | 2693 |
|
|
2025
Q1 | $5.87K | Sell |
154
-15
| -9% | -$571 | ﹤0.01% | 2774 |
|
|
2024
Q4 | $7.87K | Sell |
169
-25
| -13% | -$1.17K | ﹤0.01% | 2623 |
|
|
2024
Q3 | $10.4K | Sell |
194
-260
| -57% | -$13.9K | ﹤0.01% | 2407 |
|
|
2024
Q2 | $25K | Sell |
454
-26,888
| -98% | -$1.48M | ﹤0.01% | 1982 |
|
|
2024
Q1 | $1.79M | Sell |
27,342
-3,670
| -12% | -$240K | 0.08% | 273 |
|
|
2023
Q4 | $1.78M | Buy |
31,012
+110
| +0.4% | +$6.32K | 0.08% | 262 |
|
|
2023
Q3 | $1.78M | Sell |
30,902
-259
| -0.8% | -$14.9K | 0.08% | 263 |
|
|
2023
Q2 | $1.86M | Buy |
31,161
+179
| +0.6% | +$10.7K | 0.08% | 268 |
|
|
2023
Q1 | $1.24M | Buy |
30,982
+30,118
| +3,486% | +$1.2M | 0.05% | 329 |
|
|
2022
Q4 | $37K | Sell |
864
-37
| -4% | -$1.58K | ﹤0.01% | 2449 |
|
|
2022
Q3 | $39K | Buy |
901
+121
| +16% | +$5.24K | ﹤0.01% | 2568 |
|
|
2022
Q2 | $34K | Hold |
780
| – | – | ﹤0.01% | 2442 |
|
|
2022
Q1 | $34K | Buy |
780
+710
| +1,014% | +$30.9K | ﹤0.01% | 2442 |
|
|
2021
Q4 | $3K | Sell |
70
-406
| -85% | -$17.4K | ﹤0.01% | 2646 |
|
|
2021
Q3 | $20K | Buy |
476
+3
| +0.6% | +$126 | ﹤0.01% | 1936 |
|
|
2021
Q2 | $22K | Buy |
+473
| New | +$22K | ﹤0.01% | 1890 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4158 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3972 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3830 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3654 |
|
|
2020
Q1 | – | Sell |
-66
| Closed | -$2K | – | 3580 |
|
|
2019
Q4 | $2K | Buy |
+66
| New | +$2K | ﹤0.01% | 2541 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3594 |
|
|
2018
Q3 | – | Sell |
-548
| Closed | -$23K | – | 3961 |
|
|
2018
Q2 | $23K | Hold |
548
| – | – | ﹤0.01% | 2352 |
|
|
2018
Q1 | $26K | Hold |
548
| – | – | ﹤0.01% | 2227 |
|
|
2017
Q4 | $26K | Sell |
548
-199
| -27% | -$9.44K | ﹤0.01% | 2223 |
|
|
2017
Q3 | $34K | Sell |
747
-313
| -30% | -$14.2K | ﹤0.01% | 2224 |
|
|
2017
Q2 | $40K | Buy |
1,060
+32
| +3% | +$1.21K | ﹤0.01% | 2101 |
|
|
2017
Q1 | $32K | Hold |
1,028
| – | – | ﹤0.01% | 2178 |
|
|
2016
Q4 | $32K | Buy |
1,028
+739
| +256% | +$23K | ﹤0.01% | 2141 |
|
|
2016
Q3 | $7K | Hold |
289
| – | – | ﹤0.01% | 3059 |
|
|
2016
Q2 | $6K | Buy |
+289
| New | +$6K | ﹤0.01% | 3041 |
|
|
2016
Q1 | – | Sell |
-769
| Closed | -$14K | – | 3349 |
|
|
2015
Q4 | $14K | Buy |
+769
| New | +$14K | ﹤0.01% | 2383 |
|