IFP Advisors’s TriNet TNET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.09K | Buy |
222
+108
| +95% | +$5.16K | ﹤0.01% | 3263 |
|
|
2025
Q4 | $6.74K | Sell |
114
-50
| -30% | -$2.97K | ﹤0.01% | 3262 |
|
|
2025
Q3 | $11K | Sell |
164
-616
| -79% | -$41.9K | ﹤0.01% | 2860 |
|
|
2025
Q2 | $57K | Buy |
780
+13
| +2% | +$1.03K | ﹤0.01% | 1979 |
|
|
2025
Q1 | $61.6K | Hold |
767
| – | – | ﹤0.01% | 1792 |
|
|
2024
Q4 | $70.5K | Buy |
767
+240
| +46% | +$22.2K | ﹤0.01% | 1653 |
|
|
2024
Q3 | $51.1K | Buy |
527
+302
| +134% | +$30.1K | ﹤0.01% | 1725 |
|
|
2024
Q2 | $22.5K | Buy |
225
+200
| +800% | +$22.3K | ﹤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% | -$313 | ﹤0.01% | 3008 |
|
|
2022
Q4 | $16K | Sell |
29
-11
| -28% | -$759 | ﹤0.01% | 3084 |
|
|
2022
Q3 | $16K | Sell |
40
-1
| -2% | -$81 | ﹤0.01% | 3301 |
|
|
2022
Q2 | $16K | Hold |
41
| – | – | ﹤0.01% | 3056 |
|
|
2022
Q1 | $16K | Sell |
41
-24
| -37% | -$2.12K | ﹤0.01% | 3056 |
|
|
2021
Q4 | $6K | Buy |
65
+23
| +55% | +$2.29K | ﹤0.01% | 2436 |
|
|
2021
Q3 | $4K | Hold |
42
| – | – | ﹤0.01% | 2662 |
|
|
2021
Q2 | $3K | Hold |
42
| – | – | ﹤0.01% | 2666 |
|
|
2021
Q1 | $3K | Sell |
42
-42
| -50% | -$3.39K | ﹤0.01% | 2592 |
|
|
2020
Q4 | $7K | Hold |
84
| – | – | ﹤0.01% | 2207 |
|
|
2020
Q3 | $5K | Sell |
84
-91
| -52% | -$5.84K | ﹤0.01% | 2194 |
|
|
2020
Q2 | $10K | Sell |
175
-8
| -4% | -$400 | ﹤0.01% | 1833 |
|
|
2020
Q1 | $8K | Hold |
183
| – | – | ﹤0.01% | 1892 |
|
|
2019
Q4 | $10K | Buy |
183
+10
| +6% | +$557 | ﹤0.01% | 1932 |
|
|
2019
Q3 | $11K | Buy |
+173
| New | +$11.8K | ﹤0.01% | 2032 |
|
|
2019
Q1 | $4K | Sell |
85
-180
| -68% | -$9.49K | ﹤0.01% | 1950 |
|
|
2018
Q4 | $11K | Sell |
265
-9
| -3% | -$414 | ﹤0.01% | 2469 |
|
|
2018
Q3 | $15K | Hold |
274
| – | – | ﹤0.01% | 2630 |
|
|
2018
Q2 | $15K | Buy |
274
+145
| +112% | +$7.63K | ﹤0.01% | 2660 |
|
|
2018
Q1 | $6K | Hold |
129
| – | – | ﹤0.01% | 3100 |
|
|
2017
Q4 | $6K | Sell |
129
-36
| -22% | -$1.44K | ﹤0.01% | 3146 |
|
|
2017
Q3 | $6K | Sell |
165
-19
| -10% | -$666 | ﹤0.01% | 3331 |
|
|
2017
Q2 | $6K | Sell |
184
-23
| -11% | -$702 | ﹤0.01% | 3326 |
|
|
2017
Q1 | $6K | Sell |
207
-27
| -12% | -$723 | ﹤0.01% | 3219 |
|
|
2016
Q4 | $6K | Buy |
234
+120
| +105% | +$2.72K | ﹤0.01% | 3215 |
|
|
2016
Q3 | $2K | Hold |
114
| – | – | ﹤0.01% | 3622 |
|
|
2016
Q2 | $2K | Buy |
114
+29
| +34% | +$531 | ﹤0.01% | 3505 |
|
|
2016
Q1 | $4K | Sell |
85
-5,634
| -99% | -$80K | ﹤0.01% | 1945 |
|
|
2015
Q4 | $111K | Buy |
+5,719
| New | +$108K | 0.01% | 1122 |
|
Other funds holding TNET
AG
VPM
VCM
