IFP Advisors’s Yelp YELP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-264
| Closed | -$9.78K | – | 2510 |
|
|
2025
Q1 | $9.78K | Hold |
264
| – | – | ﹤0.01% | 2586 |
|
|
2024
Q4 | $10.2K | Buy |
264
+217
| +462% | +$8.4K | ﹤0.01% | 2520 |
|
|
2024
Q3 | $1.65K | Buy |
47
+17
| +57% | +$596 | ﹤0.01% | 2969 |
|
|
2024
Q2 | $1.11K | Hold |
30
| – | – | ﹤0.01% | 2966 |
|
|
2024
Q1 | $1.18K | Buy |
+30
| New | +$1.18K | ﹤0.01% | 2825 |
|
|
2023
Q1 | – | Sell |
-867
| Closed | -$37K | – | 4475 |
|
|
2022
Q4 | $37K | Buy |
867
+486
| +128% | +$20.7K | ﹤0.01% | 2452 |
|
|
2022
Q3 | $18K | Buy |
381
+33
| +9% | +$1.56K | ﹤0.01% | 3212 |
|
|
2022
Q2 | $17K | Hold |
348
| – | – | ﹤0.01% | 3012 |
|
|
2022
Q1 | $17K | Buy |
+348
| New | +$17K | ﹤0.01% | 3012 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4676 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4473 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4341 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4149 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3989 |
|
|
2020
Q2 | – | Sell |
-34
| Closed | -$1K | – | 3808 |
|
|
2020
Q1 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 2599 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3679 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3692 |
|
|
2019
Q1 | – | Sell |
-11
| Closed | – | – | 3468 |
|
|
2018
Q4 | $0 | Sell |
11
-1,264
| -99% | – | ﹤0.01% | 3851 |
|
|
2018
Q3 | $63K | Buy |
1,275
+1,125
| +750% | +$55.6K | ﹤0.01% | 1759 |
|
|
2018
Q2 | $6K | Sell |
150
-250
| -63% | -$10K | ﹤0.01% | 3150 |
|
|
2018
Q1 | $17K | Hold |
400
| – | – | ﹤0.01% | 2500 |
|
|
2017
Q4 | $17K | Sell |
400
-300
| -43% | -$12.8K | ﹤0.01% | 2498 |
|
|
2017
Q3 | $30K | Buy |
700
+300
| +75% | +$12.9K | ﹤0.01% | 2318 |
|
|
2017
Q2 | $12K | Buy |
400
+205
| +105% | +$6.15K | ﹤0.01% | 2887 |
|
|
2017
Q1 | $6K | Sell |
195
-1,085
| -85% | -$33.4K | ﹤0.01% | 3193 |
|
|
2016
Q4 | $49K | Sell |
1,280
-350
| -21% | -$13.4K | ﹤0.01% | 1888 |
|
|
2016
Q3 | $68K | Sell |
1,630
-474
| -23% | -$19.8K | ﹤0.01% | 1608 |
|
|
2016
Q2 | $64K | Buy |
+2,104
| New | +$64K | ﹤0.01% | 1615 |
|
|
2016
Q1 | – | Sell |
-605
| Closed | -$17K | – | 3496 |
|
|
2015
Q4 | $17K | Buy |
+605
| New | +$17K | ﹤0.01% | 2258 |
|