Loudon Investment Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-23,417
| Closed | -$1.95M | – | 99 |
|
|
2024
Q3 | $1.95M | Sell |
23,417
-2,535
| -10% | -$211K | 1.07% | 32 |
|
|
2024
Q2 | $2.03M | Buy |
25,952
+255
| +1% | +$20K | 1.2% | 30 |
|
|
2024
Q1 | $2.57M | Sell |
25,697
-1,800
| -7% | -$180K | 1.48% | 24 |
|
|
2023
Q4 | $2.61M | Sell |
27,497
-379
| -1% | -$35.9K | 1.61% | 23 |
|
|
2023
Q3 | $2.9M | Sell |
27,876
-293
| -1% | -$30.5K | 2% | 17 |
|
|
2023
Q2 | $3.41M | Sell |
28,169
-2,468
| -8% | -$298K | 2.25% | 15 |
|
|
2023
Q1 | $3.39M | Sell |
30,637
-30
| -0.1% | -$3.32K | 2.35% | 13 |
|
|
2022
Q4 | $3.1M | Sell |
30,667
-922
| -3% | -$93.1K | 2.24% | 13 |
|
|
2022
Q3 | $3.02M | Hold |
31,589
| – | – | 2.4% | 12 |
|
|
2022
Q2 | $3.14M | Buy |
31,589
+1,545
| +5% | +$153K | 2.35% | 13 |
|
|
2022
Q1 | $3.16M | Buy |
30,044
+2,723
| +10% | +$287K | 2.08% | 16 |
|
|
2021
Q4 | $3M | Sell |
27,321
-192
| -0.7% | -$21.1K | 1.92% | 16 |
|
|
2021
Q3 | $3.29M | Sell |
27,513
-637
| -2% | -$76.2K | 2.34% | 13 |
|
|
2021
Q2 | $3.86M | Sell |
28,150
-342
| -1% | -$46.8K | 2.63% | 11 |
|
|
2021
Q1 | $3.8M | Sell |
28,492
-38
| -0.1% | -$5.07K | 2.73% | 12 |
|
|
2020
Q4 | $2.72M | Sell |
28,530
-450
| -2% | -$42.9K | 2.12% | 16 |
|
|
2020
Q3 | $2.73M | Sell |
28,980
-925
| -3% | -$87.3K | 2.31% | 16 |
|
|
2020
Q2 | $2.77M | Buy |
29,905
+1,040
| +4% | +$96.3K | 2.39% | 13 |
|
|
2020
Q1 | $1.39M | Buy |
28,865
+3,005
| +12% | +$145K | 1.45% | 21 |
|
|
2019
Q4 | $2.63M | Hold |
25,860
| – | – | 2.05% | 14 |
|
|
2019
Q3 | $2.28M | Buy |
25,860
+1,825
| +8% | +$161K | 1.92% | 16 |
|
|
2019
Q2 | $2.19M | Buy |
24,035
+3,000
| +14% | +$274K | 1.86% | 17 |
|
|
2019
Q1 | $1.78M | Buy |
21,035
+6,495
| +45% | +$548K | 1.56% | 21 |
|
|
2018
Q4 | $1.12M | Buy |
14,540
+700
| +5% | +$53.7K | 1.06% | 32 |
|
|
2018
Q3 | $1.4M | Sell |
13,840
-820
| -6% | -$82.8K | 1.12% | 33 |
|
|
2018
Q2 | $1.79M | Sell |
14,660
-160
| -1% | -$19.5K | 1.44% | 28 |
|
|
2018
Q1 | $1.7M | Sell |
14,820
-215
| -1% | -$24.6K | 1.35% | 29 |
|
|
2017
Q4 | $1.86M | Sell |
15,035
-557
| -4% | -$69.1K | 1.41% | 27 |
|
|
2017
Q3 | $1.63M | Buy |
15,592
+295
| +2% | +$30.9K | 1.28% | 30 |
|
|
2017
Q2 | $1.41M | Buy |
15,297
+895
| +6% | +$82.6K | 1.07% | 36 |
|
|
2017
Q1 | $1.21M | Buy |
14,402
+4,460
| +45% | +$374K | 0.92% | 38 |
|
|
2016
Q4 | $819K | Sell |
9,942
-2,040
| -17% | -$168K | 0.64% | 41 |
|
|
2016
Q3 | $928K | Buy |
11,982
+6,893
| +135% | +$534K | 0.72% | 42 |
|
|
2016
Q2 | $416K | Buy |
+5,089
| New | +$416K | 0.33% | 58 |
|