Johnson Financial Group Inc (Wisconsin)’s Polaris PII Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio PII Stock Details PII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-8	Closed	-$627	–	1017
2024 Q2	$627	Buy	+8	New	+$627	﹤0.01%	790
2023 Q3	–	Sell	-70	Closed	-$8.47K	–	687
2023 Q2	$8.47K	Hold	70	–	–	﹤0.01%	553
2023 Q1	$7.74K	Hold	70	–	–	﹤0.01%	533
2022 Q4	$7.07K	Hold	70	–	–	﹤0.01%	519
2022 Q3	$7K	Hold	70	–	–	﹤0.01%	513
2022 Q2	$7K	Hold	70	–	–	﹤0.01%	556
2022 Q1	$7K	Hold	70	–	–	﹤0.01%	601
2021 Q4	$8K	Hold	70	–	–	﹤0.01%	624
2021 Q3	$8K	Hold	70	–	–	﹤0.01%	557
2021 Q2	$10K	Hold	70	–	–	﹤0.01%	564
2021 Q1	$9K	Hold	70	–	–	﹤0.01%	556
2020 Q4	$7K	Hold	70	–	–	﹤0.01%	456
2020 Q3	$7K	Sell	70 -14	-17%	-$1.4K	﹤0.01%	392
2020 Q2	$7K	Sell	84 -7	-8%	-$583	﹤0.01%	387
2020 Q1	$5K	Buy	91 +56	+160%	+$3.08K	﹤0.01%	413
2019 Q4	$4K	Hold	35	–	–	﹤0.01%	474
2019 Q3	$3K	Hold	35	–	–	﹤0.01%	510
2019 Q2	$3K	Hold	35	–	–	﹤0.01%	513
2019 Q1	$3K	Hold	35	–	–	﹤0.01%	489
2018 Q4	$3K	Hold	35	–	–	﹤0.01%	488
2018 Q3	$4K	Hold	35	–	–	﹤0.01%	489
2018 Q2	$4K	Hold	35	–	–	﹤0.01%	497
2018 Q1	$4K	Hold	35	–	–	﹤0.01%	509
2017 Q4	$4K	Hold	35	–	–	﹤0.01%	535
2017 Q3	$4K	Hold	35	–	–	﹤0.01%	510
2017 Q2	$3K	Hold	35	–	–	﹤0.01%	527
2017 Q1	$3K	Hold	35	–	–	﹤0.01%	621
2016 Q4	$3K	Sell	35 -3	-8%	-$257	﹤0.01%	627
2016 Q3	$3K	Hold	38	–	–	﹤0.01%	669
2016 Q2	$3K	Sell	38 -16	-30%	-$1.26K	﹤0.01%	719
2016 Q1	$5K	Hold	54	–	–	﹤0.01%	652
2015 Q4	$5K	Hold	54	–	–	﹤0.01%	686
2015 Q3	$6K	Hold	54	–	–	﹤0.01%	698
2015 Q2	$8K	Buy	54 +16	+42%	+$2.37K	﹤0.01%	703
2015 Q1	$5K	Hold	38	–	–	﹤0.01%	735
2014 Q4	$6K	Hold	38	–	–	﹤0.01%	687
2014 Q3	$6K	Hold	38	–	–	﹤0.01%	656
2014 Q2	$5K	Hold	38	–	–	﹤0.01%	643
2014 Q1	$5K	Hold	38	–	–	﹤0.01%	636
2013 Q4	$6K	Buy	+38	New	+$6K	﹤0.01%	614