IFP Advisors’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Sell |
2,338
-434
| -16% | -$62.9K | 0.01% | 1011 |
|
|
2025
Q1 | $271K | Buy |
2,772
+1,018
| +58% | +$99.7K | 0.01% | 1034 |
|
|
2024
Q4 | $190K | Buy |
1,754
+1,316
| +300% | +$142K | 0.01% | 1144 |
|
|
2024
Q3 | $28.6K | Buy |
438
+108
| +33% | +$7.04K | ﹤0.01% | 1993 |
|
|
2024
Q2 | $18.7K | Buy |
330
+50
| +18% | +$2.84K | ﹤0.01% | 2116 |
|
|
2024
Q1 | $17.1K | Sell |
280
-413
| -60% | -$25.3K | ﹤0.01% | 2043 |
|
|
2023
Q4 | $52.6K | Sell |
693
-230
| -25% | -$17.5K | ﹤0.01% | 1526 |
|
|
2023
Q3 | $54K | Sell |
923
-266
| -22% | -$15.6K | ﹤0.01% | 1516 |
|
|
2023
Q2 | $75.6K | Buy |
1,189
+247
| +26% | +$15.7K | ﹤0.01% | 1440 |
|
|
2023
Q1 | $54.1K | Sell |
942
-3,987
| -81% | -$229K | ﹤0.01% | 1534 |
|
|
2022
Q4 | $319K | Sell |
4,929
-1,174
| -19% | -$76K | 0.01% | 1112 |
|
|
2022
Q3 | $382K | Buy |
6,103
+2,318
| +61% | +$145K | 0.01% | 1054 |
|
|
2022
Q2 | $239K | Hold |
3,785
| – | – | 0.01% | 1187 |
|
|
2022
Q1 | $239K | Buy |
3,785
+3,211
| +559% | +$203K | 0.01% | 1187 |
|
|
2021
Q4 | $154K | Buy |
574
+100
| +21% | +$26.8K | ﹤0.01% | 1065 |
|
|
2021
Q3 | $150K | Sell |
474
-36
| -7% | -$11.4K | ﹤0.01% | 1070 |
|
|
2021
Q2 | $203K | Sell |
510
-521
| -51% | -$207K | ﹤0.01% | 896 |
|
|
2021
Q1 | $346K | Buy |
1,031
+54
| +6% | +$18.1K | 0.01% | 632 |
|
|
2020
Q4 | $326K | Buy |
977
+17
| +2% | +$5.67K | 0.01% | 637 |
|
|
2020
Q3 | $224K | Sell |
960
-77
| -7% | -$18K | 0.01% | 668 |
|
|
2020
Q2 | $215K | Buy |
1,037
+603
| +139% | +$125K | 0.02% | 639 |
|
|
2020
Q1 | $43K | Buy |
434
+76
| +21% | +$7.53K | ﹤0.01% | 1191 |
|
|
2019
Q4 | $36K | Sell |
358
-550
| -61% | -$55.3K | ﹤0.01% | 1389 |
|
|
2019
Q3 | $97K | Buy |
+908
| New | +$97K | 0.01% | 1075 |
|
|
2019
Q1 | $132K | Sell |
1,017
-1,901
| -65% | -$247K | 0.02% | 595 |
|
|
2018
Q4 | $251K | Buy |
2,918
+335
| +13% | +$28.8K | 0.02% | 777 |
|
|
2018
Q3 | $223K | Buy |
2,583
+191
| +8% | +$16.5K | 0.01% | 1017 |
|
|
2018
Q2 | $134K | Sell |
2,392
-583
| -20% | -$32.7K | 0.01% | 1308 |
|
|
2018
Q1 | $70K | Hold |
2,975
| – | – | ﹤0.01% | 1606 |
|
|
2017
Q4 | $70K | Sell |
2,975
-2,200
| -43% | -$51.8K | ﹤0.01% | 1603 |
|
|
2017
Q3 | $154K | Hold |
5,175
| – | – | 0.01% | 1299 |
|
|
2017
Q2 | $151K | Buy |
5,175
+469
| +10% | +$13.7K | 0.01% | 1282 |
|
|
2017
Q1 | $136K | Buy |
4,706
+3,113
| +195% | +$90K | 0.01% | 1317 |
|
|
2016
Q4 | $46K | Buy |
1,593
+1,478
| +1,285% | +$42.7K | ﹤0.01% | 1926 |
|
|
2016
Q3 | $7K | Buy |
115
+50
| +77% | +$3.04K | ﹤0.01% | 3063 |
|
|
2016
Q2 | $2K | Sell |
65
-952
| -94% | -$29.3K | ﹤0.01% | 3495 |
|
|
2016
Q1 | $132K | Buy |
+1,017
| New | +$132K | 0.02% | 595 |
|