JFS Wealth Advisors’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6K | Hold |
1,606
| – | – | ﹤0.01% | 767 |
|
|
2025
Q1 | $12.5K | Sell |
1,606
-217
| -12% | -$1.68K | ﹤0.01% | 807 |
|
|
2024
Q4 | $14.7K | Buy |
1,823
+493
| +37% | +$3.97K | ﹤0.01% | 733 |
|
|
2024
Q3 | $10.1K | Buy |
1,330
+471
| +55% | +$3.57K | ﹤0.01% | 851 |
|
|
2024
Q2 | $5.3K | Sell |
859
-369
| -30% | -$2.28K | ﹤0.01% | 1044 |
|
|
2024
Q1 | $6.77K | Buy |
1,228
+369
| +43% | +$2.03K | ﹤0.01% | 969 |
|
|
2023
Q4 | $5.41K | Sell |
859
-263
| -23% | -$1.66K | ﹤0.01% | 1022 |
|
|
2023
Q3 | $5.45K | Buy |
1,122
+397
| +55% | +$1.93K | ﹤0.01% | 960 |
|
|
2023
Q2 | $3.95K | Sell |
725
-212
| -23% | -$1.16K | ﹤0.01% | 1107 |
|
|
2023
Q1 | $5.48K | Buy |
937
+184
| +24% | +$1.08K | ﹤0.01% | 950 |
|
|
2022
Q4 | $4.4K | Sell |
753
-1,255
| -63% | -$7.33K | ﹤0.01% | 1042 |
|
|
2022
Q3 | $12K | Buy |
2,008
+194
| +11% | +$1.16K | ﹤0.01% | 675 |
|
|
2022
Q2 | $13K | Buy |
1,814
+272
| +18% | +$1.95K | ﹤0.01% | 691 |
|
|
2022
Q1 | $14K | Hold |
1,542
| – | – | ﹤0.01% | 691 |
|
|
2021
Q4 | $17K | Buy |
1,542
+413
| +37% | +$4.55K | ﹤0.01% | 599 |
|
|
2021
Q3 | $13K | Hold |
1,129
| – | – | ﹤0.01% | 603 |
|
|
2021
Q2 | $14K | Hold |
1,129
| – | – | ﹤0.01% | 410 |
|
|
2021
Q1 | $15K | Hold |
1,129
| – | – | ﹤0.01% | 371 |
|
|
2020
Q4 | $13K | Buy |
+1,129
| New | +$13K | ﹤0.01% | 389 |
|
|
2018
Q4 | – | Sell |
-1,250
| Closed | -$11K | – | 483 |
|
|
2018
Q3 | $11K | Sell |
1,250
-3,855
| -76% | -$33.9K | ﹤0.01% | 395 |
|
|
2018
Q2 | $39K | Sell |
5,105
-576
| -10% | -$4.4K | 0.01% | 255 |
|
|
2018
Q1 | $36K | Buy |
5,681
+1,936
| +52% | +$12.3K | 0.01% | 270 |
|
|
2017
Q4 | $25K | Sell |
3,745
-3,336
| -47% | -$22.3K | 0.01% | 305 |
|
|
2017
Q3 | $41K | Buy |
7,081
+261
| +4% | +$1.51K | 0.01% | 259 |
|
|
2017
Q2 | $49K | Sell |
6,820
-109
| -2% | -$783 | 0.01% | 219 |
|
|
2017
Q1 | $40K | Hold |
6,929
| – | – | 0.01% | 241 |
|
|
2016
Q4 | $40K | Buy |
6,929
+374
| +6% | +$2.16K | 0.01% | 241 |
|
|
2016
Q3 | $47K | Hold |
6,555
| – | – | 0.01% | 246 |
|
|
2016
Q2 | $50K | Buy |
6,555
+2,155
| +49% | +$16.4K | 0.01% | 256 |
|
|
2016
Q1 | $44K | Hold |
4,400
| – | – | 0.01% | 246 |
|
|
2015
Q4 | $42K | Hold |
4,400
| – | – | 0.01% | 262 |
|
|
2015
Q3 | $43K | Buy |
4,400
+2,570
| +140% | +$25.1K | 0.02% | 223 |
|
|
2015
Q2 | $19K | Buy |
1,830
+100
| +6% | +$1.04K | 0.01% | 284 |
|
|
2015
Q1 | $22K | Sell |
1,730
-5,555
| -76% | -$70.6K | 0.01% | 263 |
|
|
2014
Q4 | $88K | Sell |
7,285
-700
| -9% | -$8.46K | 0.01% | 134 |
|
|
2014
Q3 | $101K | Buy |
7,985
+560
| +8% | +$7.08K | 0.02% | 126 |
|
|
2014
Q2 | $90K | Buy |
+7,425
| New | +$90K | 0.02% | 135 |
|