PA
Procyon Advisors’s Burlington BURL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $414K | Sell |
1,779
-1
| -0.1% | -$233 | 0.04% | 310 |
|
2025
Q1 | $424K | Sell |
1,780
-1
| -0.1% | -$238 | 0.03% | 404 |
|
2024
Q4 | $508K | Sell |
1,781
-404
| -18% | -$115K | 0.03% | 322 |
|
2024
Q3 | $576K | Buy |
2,185
+2
| +0.1% | +$527 | 0.04% | 307 |
|
2024
Q2 | $524K | Buy |
2,183
+454
| +26% | +$109K | 0.04% | 305 |
|
2024
Q1 | $401K | Buy |
1,729
+1
| +0.1% | +$232 | 0.03% | 364 |
|
2023
Q4 | $336K | Hold |
1,728
| – | – | 0.03% | 392 |
|
2023
Q3 | $234K | Hold |
1,728
| – | – | 0.02% | 431 |
|
2023
Q2 | $272K | Hold |
1,728
| – | – | 0.03% | 372 |
|
2023
Q1 | $349K | Buy |
1,728
+332
| +24% | +$67.1K | 0.06% | 285 |
|
2022
Q4 | $283K | Buy |
+1,396
| New | +$283K | 0.05% | 304 |
|
2021
Q2 | – | Sell |
-881
| Closed | -$263K | – | 292 |
|
2021
Q1 | $263K | Sell |
881
-200
| -19% | -$59.7K | 0.12% | 191 |
|
2020
Q4 | $283K | Hold |
1,081
| – | – | 0.14% | 167 |
|
2020
Q3 | $223K | Buy |
1,081
+331
| +44% | +$68.3K | 0.12% | 177 |
|
2020
Q2 | $148K | Sell |
750
-156
| -17% | -$30.8K | 0.08% | 226 |
|
2020
Q1 | $144K | Buy |
+906
| New | +$144K | 0.1% | 194 |
|