IFP Advisors’s LendingTree TREE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22K | Buy |
+87
| New | +$3.22K | ﹤0.01% | 3661 |
|
|
2025
Q1 | – | Sell |
-6
| Closed | -$232 | – | 4693 |
|
|
2024
Q4 | $232 | Buy |
+6
| New | +$232 | ﹤0.01% | 3659 |
|
|
2024
Q2 | – | Sell |
-36
| Closed | -$1.52K | – | 3347 |
|
|
2024
Q1 | $1.52K | Buy |
+36
| New | +$1.52K | ﹤0.01% | 2762 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | -$5K | – | 4361 |
|
|
2022
Q4 | $5K | Sell |
1
-13
| -93% | -$65K | ﹤0.01% | 3817 |
|
|
2022
Q3 | $18K | Buy |
14
+11
| +367% | +$14.1K | ﹤0.01% | 3207 |
|
|
2022
Q2 | $15K | Hold |
3
| – | – | ﹤0.01% | 3109 |
|
|
2022
Q1 | $15K | Buy |
+3
| New | +$15K | ﹤0.01% | 3109 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4519 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4308 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4188 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4001 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3854 |
|
|
2020
Q2 | – | Sell |
-1
| Closed | – | – | 3676 |
|
|
2020
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 3601 |
|
|
2019
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 3571 |
|
|
2019
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 3612 |
|
|
2019
Q1 | – | Sell |
-1
| Closed | – | – | 3337 |
|
|
2018
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 3809 |
|
|
2018
Q3 | $0 | Sell |
1
-2
| -67% | – | ﹤0.01% | 3966 |
|
|
2018
Q2 | $1K | Sell |
3
-1,235
| -100% | -$412K | ﹤0.01% | 3724 |
|
|
2018
Q1 | $421K | Hold |
1,238
| – | – | 0.02% | 690 |
|
|
2017
Q4 | $421K | Buy |
1,238
+1,237
| +123,700% | +$421K | 0.02% | 687 |
|
|
2017
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 4163 |
|
|
2017
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 4174 |
|
|
2017
Q1 | $0 | Sell |
1
-186
| -99% | – | ﹤0.01% | 4092 |
|
|
2016
Q4 | $19K | Hold |
187
| – | – | ﹤0.01% | 2490 |
|
|
2016
Q3 | $18K | Hold |
187
| – | – | ﹤0.01% | 2464 |
|
|
2016
Q2 | $17K | Buy |
+187
| New | +$17K | ﹤0.01% | 2450 |
|
|
2016
Q1 | – | Sell |
-4
| Closed | – | – | 3374 |
|
|
2015
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 3783 |
|