Independent Financial Group’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.38M | Sell |
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|
2025
Q4 | $1.64M | Buy |
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|
2025
Q3 | $1.43M | Sell |
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|
2025
Q2 | $1.02M | Buy |
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|
2025
Q1 | $982K | Buy |
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|
2024
Q4 | $988K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $658K | Sell |
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|
2023
Q4 | $661K | Buy |
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|
2023
Q3 | $362K | Sell |
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|
2023
Q2 | $443K | Buy |
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|
2023
Q1 | $401K | Sell |
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|
2022
Q4 | $376K | Buy |
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|
2022
Q3 | $222K | Buy |
|