IFP Advisors’s Timken Company TKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98K | Buy |
+41
| New | +$2.98K | ﹤0.01% | 3705 |
|
|
2025
Q1 | – | Hold |
0
| – | -$2.43K | – | 3279 |
|
|
2024
Q4 | – | Sell |
-118
| Closed | -$9.95K | – | 3026 |
|
|
2024
Q3 | $9.95K | Sell |
118
-3
| -2% | -$253 | ﹤0.01% | 2430 |
|
|
2024
Q2 | $9.7K | Sell |
121
-109
| -47% | -$8.73K | ﹤0.01% | 2351 |
|
|
2024
Q1 | $20.1K | Buy |
230
+18
| +8% | +$1.57K | ﹤0.01% | 1971 |
|
|
2023
Q4 | $17K | Sell |
212
-3
| -1% | -$240 | ﹤0.01% | 1979 |
|
|
2023
Q3 | $15.8K | Sell |
215
-215
| -50% | -$15.8K | ﹤0.01% | 2052 |
|
|
2023
Q2 | $39.4K | Buy |
430
+211
| +96% | +$19.3K | ﹤0.01% | 1712 |
|
|
2023
Q1 | $10.4K | Sell |
219
-1,981
| -90% | -$94.2K | ﹤0.01% | 2268 |
|
|
2022
Q4 | $104K | Buy |
2,200
+41
| +2% | +$1.94K | ﹤0.01% | 1722 |
|
|
2022
Q3 | $103K | Buy |
2,159
+167
| +8% | +$7.97K | ﹤0.01% | 1840 |
|
|
2022
Q2 | $95K | Hold |
1,992
| – | – | ﹤0.01% | 1718 |
|
|
2022
Q1 | $95K | Buy |
1,992
+1,673
| +524% | +$79.8K | ﹤0.01% | 1718 |
|
|
2021
Q4 | $21K | Hold |
319
| – | – | ﹤0.01% | 1899 |
|
|
2021
Q3 | $21K | Buy |
319
+200
| +168% | +$13.2K | ﹤0.01% | 1910 |
|
|
2021
Q2 | $10K | Buy |
119
+62
| +109% | +$5.21K | ﹤0.01% | 2213 |
|
|
2021
Q1 | $5K | Hold |
57
| – | – | ﹤0.01% | 2414 |
|
|
2020
Q4 | $5K | Hold |
57
| – | – | ﹤0.01% | 2334 |
|
|
2020
Q3 | $3K | Buy |
57
+37
| +185% | +$1.95K | ﹤0.01% | 2373 |
|
|
2020
Q2 | $1K | Sell |
20
-54
| -73% | -$2.7K | ﹤0.01% | 2591 |
|
|
2020
Q1 | $3K | Hold |
74
| – | – | ﹤0.01% | 2242 |
|
|
2019
Q4 | $5K | Hold |
74
| – | – | ﹤0.01% | 2190 |
|
|
2019
Q3 | $3K | Buy |
+74
| New | +$3K | ﹤0.01% | 2572 |
|
|
2019
Q1 | – | Sell |
-558
| Closed | -$21K | – | 3321 |
|
|
2018
Q4 | $21K | Sell |
558
-852
| -60% | -$32.1K | ﹤0.01% | 2088 |
|
|
2018
Q3 | $70K | Sell |
1,410
-217
| -13% | -$10.8K | ﹤0.01% | 1688 |
|
|
2018
Q2 | $71K | Buy |
1,627
+142
| +10% | +$6.2K | ﹤0.01% | 1689 |
|
|
2018
Q1 | $73K | Hold |
1,485
| – | – | ﹤0.01% | 1574 |
|
|
2017
Q4 | $73K | Sell |
1,485
-2,540
| -63% | -$125K | ﹤0.01% | 1570 |
|
|
2017
Q3 | $195K | Hold |
4,025
| – | – | 0.01% | 1158 |
|
|
2017
Q2 | $186K | Hold |
4,025
| – | – | 0.01% | 1164 |
|
|
2017
Q1 | $182K | Sell |
4,025
-20
| -0.5% | -$904 | 0.01% | 1162 |
|
|
2016
Q4 | $161K | Sell |
4,045
-22
| -0.5% | -$876 | 0.01% | 1167 |
|
|
2016
Q3 | $143K | Sell |
4,067
-100
| -2% | -$3.52K | 0.01% | 1161 |
|
|
2016
Q2 | $128K | Buy |
+4,167
| New | +$128K | 0.01% | 1202 |
|
|
2016
Q1 | – | Sell |
-3,605
| Closed | -$103K | – | 3360 |
|
|
2015
Q4 | $103K | Buy |
+3,605
| New | +$103K | 0.01% | 1161 |
|