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RIA Advisory Group’s Polaris PII Stock Holding History

RIA Advisory Group’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,701
Closed -$271K – 159
2024
Q4 		$271K Buy
4,701
+49
+1% +$2.82K 0.09% 115
2024
Q3 		$387K Buy
+4,652
New +$387K 0.14% 80