Lantz Financial’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Sell |
6,638
-8,280
| -56% | -$337K | 0.07% | 193 |
|
|
2025
Q1 | $611K | Sell |
14,918
-698
| -4% | -$28.6K | 0.17% | 130 |
|
|
2024
Q4 | $900K | Buy |
15,616
+1,746
| +13% | +$101K | 0.24% | 99 |
|
|
2024
Q3 | $1.15M | Sell |
13,870
-570
| -4% | -$47.4K | 0.31% | 84 |
|
|
2024
Q2 | $1.13M | Sell |
14,440
-344
| -2% | -$26.9K | 0.35% | 79 |
|
|
2024
Q1 | $1.48M | Buy |
14,784
+114
| +0.8% | +$11.4K | 0.48% | 64 |
|
|
2023
Q4 | $1.39M | Buy |
14,670
+519
| +4% | +$49.2K | 0.5% | 63 |
|
|
2023
Q3 | $1.47M | Sell |
14,151
-436
| -3% | -$45.4K | 0.59% | 49 |
|
|
2023
Q2 | $1.76M | Sell |
14,587
-43
| -0.3% | -$5.2K | 0.69% | 42 |
|
|
2023
Q1 | $1.62M | Sell |
14,630
-55
| -0.4% | -$6.09K | 0.67% | 45 |
|
|
2022
Q4 | $1.48M | Buy |
14,685
+544
| +4% | +$54.9K | 0.67% | 43 |
|
|
2022
Q3 | $1.35M | Buy |
14,141
+28
| +0.2% | +$2.68K | 0.7% | 40 |
|
|
2022
Q2 | $1.4M | Buy |
14,113
+100
| +0.7% | +$9.93K | 0.63% | 49 |
|
|
2022
Q1 | $1.48M | Buy |
14,013
+343
| +3% | +$36.1K | 0.6% | 48 |
|
|
2021
Q4 | $1.5M | Buy |
13,670
+400
| +3% | +$44K | 0.69% | 44 |
|
|
2021
Q3 | $1.59M | Buy |
13,270
+220
| +2% | +$26.3K | 0.81% | 34 |
|
|
2021
Q2 | $1.79M | Sell |
13,050
-49
| -0.4% | -$6.71K | 0.92% | 27 |
|
|
2021
Q1 | $1.75M | Sell |
13,099
-237
| -2% | -$31.6K | 1% | 26 |
|
|
2020
Q4 | $1.27M | Sell |
13,336
-98
| -0.7% | -$9.34K | 0.79% | 37 |
|
|
2020
Q3 | $1.27M | Sell |
13,434
-144
| -1% | -$13.6K | 0.85% | 37 |
|
|
2020
Q2 | $1.26M | Sell |
13,578
-548
| -4% | -$50.7K | 0.9% | 35 |
|
|
2020
Q1 | $680K | Sell |
14,126
-294
| -2% | -$14.2K | 0.53% | 57 |
|
|
2019
Q4 | $1.47M | Buy |
14,420
+138
| +1% | +$14K | 0.87% | 38 |
|
|
2019
Q3 | $1.21M | Buy |
14,282
+187
| +1% | +$15.9K | 0.82% | 42 |
|
|
2019
Q2 | $1.23M | Buy |
14,095
+355
| +3% | +$31.1K | 0.84% | 42 |
|
|
2019
Q1 | $1.16M | Buy |
+13,740
| New | +$1.16M | 0.84% | 46 |
|