IFP Advisors’s TriNet TNET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57K | Buy |
780
+13
| +2% | +$951 | ﹤0.01% | 1979 |
|
|
2025
Q1 | $61.6K | Hold |
767
| – | – | ﹤0.01% | 1792 |
|
|
2024
Q4 | $70.5K | Buy |
767
+240
| +46% | +$22.1K | ﹤0.01% | 1653 |
|
|
2024
Q3 | $51.1K | Buy |
527
+302
| +134% | +$29.3K | ﹤0.01% | 1725 |
|
|
2024
Q2 | $22.5K | Buy |
225
+200
| +800% | +$20K | ﹤0.01% | 2026 |
|
|
2024
Q1 | $3.31K | Hold |
25
| – | – | ﹤0.01% | 2568 |
|
|
2023
Q4 | $2.97K | Hold |
25
| – | – | ﹤0.01% | 2572 |
|
|
2023
Q3 | $2.91K | Hold |
25
| – | – | ﹤0.01% | 2710 |
|
|
2023
Q2 | $2.37K | Hold |
25
| – | – | ﹤0.01% | 2819 |
|
|
2023
Q1 | $1.37K | Sell |
25
-4
| -14% | -$220 | ﹤0.01% | 3008 |
|
|
2022
Q4 | $16K | Sell |
29
-11
| -28% | -$6.07K | ﹤0.01% | 3084 |
|
|
2022
Q3 | $16K | Sell |
40
-1
| -2% | -$400 | ﹤0.01% | 3302 |
|
|
2022
Q2 | $16K | Hold |
41
| – | – | ﹤0.01% | 3057 |
|
|
2022
Q1 | $16K | Sell |
41
-24
| -37% | -$9.37K | ﹤0.01% | 3057 |
|
|
2021
Q4 | $6K | Buy |
65
+23
| +55% | +$2.12K | ﹤0.01% | 2393 |
|
|
2021
Q3 | $4K | Hold |
42
| – | – | ﹤0.01% | 2601 |
|
|
2021
Q2 | $3K | Hold |
42
| – | – | ﹤0.01% | 2645 |
|
|
2021
Q1 | $3K | Sell |
42
-42
| -50% | -$3K | ﹤0.01% | 2566 |
|
|
2020
Q4 | $7K | Hold |
84
| – | – | ﹤0.01% | 2199 |
|
|
2020
Q3 | $5K | Sell |
84
-91
| -52% | -$5.42K | ﹤0.01% | 2180 |
|
|
2020
Q2 | $10K | Sell |
175
-8
| -4% | -$457 | ﹤0.01% | 1824 |
|
|
2020
Q1 | $8K | Hold |
183
| – | – | ﹤0.01% | 1875 |
|
|
2019
Q4 | $10K | Buy |
183
+10
| +6% | +$546 | ﹤0.01% | 1929 |
|
|
2019
Q3 | $11K | Buy |
+173
| New | +$11K | ﹤0.01% | 2029 |
|
|
2019
Q1 | $4K | Sell |
85
-180
| -68% | -$8.47K | ﹤0.01% | 1952 |
|
|
2018
Q4 | $11K | Sell |
265
-9
| -3% | -$374 | ﹤0.01% | 2433 |
|
|
2018
Q3 | $15K | Hold |
274
| – | – | ﹤0.01% | 2599 |
|
|
2018
Q2 | $15K | Buy |
274
+145
| +112% | +$7.94K | ﹤0.01% | 2623 |
|
|
2018
Q1 | $6K | Hold |
129
| – | – | ﹤0.01% | 3100 |
|
|
2017
Q4 | $6K | Sell |
129
-36
| -22% | -$1.67K | ﹤0.01% | 3097 |
|
|
2017
Q3 | $6K | Sell |
165
-19
| -10% | -$691 | ﹤0.01% | 3291 |
|
|
2017
Q2 | $6K | Sell |
184
-23
| -11% | -$750 | ﹤0.01% | 3293 |
|
|
2017
Q1 | $6K | Sell |
207
-27
| -12% | -$783 | ﹤0.01% | 3184 |
|
|
2016
Q4 | $6K | Buy |
234
+120
| +105% | +$3.08K | ﹤0.01% | 3188 |
|
|
2016
Q3 | $2K | Hold |
114
| – | – | ﹤0.01% | 3605 |
|
|
2016
Q2 | $2K | Buy |
114
+29
| +34% | +$509 | ﹤0.01% | 3493 |
|
|
2016
Q1 | $4K | Sell |
85
-5,634
| -99% | -$265K | ﹤0.01% | 1952 |
|
|
2015
Q4 | $111K | Buy |
+5,719
| New | +$111K | 0.01% | 1117 |
|