SFMG Wealth Advisors’s International Paper IP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $333K | Buy |
7,104
+1
| +0% | +$47 | 0.03% | 196 |
|
2025
Q1 | $379K | Buy |
7,103
+100
| +1% | +$5.34K | 0.03% | 173 |
|
2024
Q4 | $377K | Hold |
7,003
| – | – | 0.03% | 178 |
|
2024
Q3 | $342K | Sell |
7,003
-330
| -5% | -$16.1K | 0.03% | 185 |
|
2024
Q2 | $316K | Sell |
7,333
-3,332
| -31% | -$144K | 0.03% | 189 |
|
2024
Q1 | $416K | Sell |
10,665
-3,498
| -25% | -$136K | 0.04% | 163 |
|
2023
Q4 | $512K | Hold |
14,163
| – | – | 0.05% | 136 |
|
2023
Q3 | $502K | Sell |
14,163
-656
| -4% | -$23.3K | 0.05% | 128 |
|
2023
Q2 | $471K | Sell |
14,819
-3,061
| -17% | -$97.4K | 0.05% | 134 |
|
2023
Q1 | $645K | Sell |
17,880
-342
| -2% | -$12.3K | 0.07% | 111 |
|
2022
Q4 | $631K | Buy |
18,222
+342
| +2% | +$11.8K | 0.07% | 115 |
|
2022
Q3 | $563K | Sell |
17,880
-101
| -0.6% | -$3.18K | 0.07% | 116 |
|
2022
Q2 | $752K | Hold |
17,981
| – | – | 0.09% | 101 |
|
2022
Q1 | $830K | Sell |
17,981
-425
| -2% | -$19.6K | 0.08% | 103 |
|
2021
Q4 | $865K | Sell |
18,406
-1,766
| -9% | -$83K | 0.08% | 107 |
|
2021
Q3 | $1.07M | Buy |
20,172
+371
| +2% | +$19.6K | 0.12% | 89 |
|
2021
Q2 | $1.15M | Sell |
19,801
-1,295
| -6% | -$75.2K | 0.13% | 84 |
|
2021
Q1 | $1.08M | Buy |
21,096
+119
| +0.6% | +$6.09K | 0.13% | 85 |
|
2020
Q4 | $988K | Buy |
20,977
+8,598
| +69% | +$405K | 0.13% | 81 |
|
2020
Q3 | $475K | Sell |
12,379
-1,011
| -8% | -$38.8K | 0.07% | 109 |
|
2020
Q2 | $446K | Hold |
13,390
| – | – | 0.06% | 102 |
|
2020
Q1 | $395K | Sell |
13,390
-788
| -6% | -$23.2K | 0.06% | 87 |
|
2019
Q4 | $618K | Hold |
14,178
| – | – | 0.08% | 90 |
|
2019
Q3 | $561K | Hold |
14,178
| – | – | 0.08% | 83 |
|
2019
Q2 | $608K | Sell |
14,178
-534
| -4% | -$22.9K | 0.08% | 72 |
|
2019
Q1 | $645K | Sell |
14,712
-361
| -2% | -$15.8K | 0.09% | 62 |
|
2018
Q4 | $576K | Sell |
15,073
-466
| -3% | -$17.8K | 0.09% | 64 |
|
2018
Q3 | $670K | Sell |
15,539
-702
| -4% | -$30.3K | 0.1% | 53 |
|
2018
Q2 | $801K | Sell |
16,241
-823
| -5% | -$40.6K | 0.13% | 55 |
|
2018
Q1 | $863K | Buy |
17,064
+44
| +0.3% | +$2.23K | 0.15% | 48 |
|
2017
Q4 | $934K | Hold |
17,020
| – | – | 0.16% | 46 |
|
2017
Q3 | $916K | Hold |
17,020
| – | – | 0.18% | 42 |
|
2017
Q2 | $912K | Buy |
17,020
+4,045
| +31% | +$217K | 0.19% | 43 |
|
2017
Q1 | $624K | Sell |
12,975
-483
| -4% | -$23.2K | 0.13% | 51 |
|
2016
Q4 | $676K | Sell |
13,458
-316
| -2% | -$15.9K | 0.14% | 55 |
|
2016
Q3 | $626K | Buy |
13,774
+316
| +2% | +$14.4K | 0.14% | 56 |
|
2016
Q2 | $540K | Sell |
13,458
-2,640
| -16% | -$106K | 0.12% | 63 |
|
2016
Q1 | $626K | Sell |
16,098
-771
| -5% | -$30K | 0.14% | 54 |
|
2015
Q4 | $602K | Sell |
16,869
-24
| -0.1% | -$856 | 0.14% | 68 |
|
2015
Q3 | $605K | Buy |
16,893
+13
| +0.1% | +$466 | 0.15% | 64 |
|
2015
Q2 | $761K | Sell |
16,880
-11,069
| -40% | -$499K | 0.17% | 63 |
|
2015
Q1 | $1.47M | Buy |
27,949
+10,808
| +63% | +$568K | 0.12% | 66 |
|
2014
Q4 | $870K | Sell |
17,141
-56
| -0.3% | -$2.84K | 0.19% | 63 |
|
2014
Q3 | $777K | Buy |
17,197
+288
| +2% | +$13K | 0.24% | 35 |
|
2014
Q2 | $797K | Hold |
16,909
| – | – | 0.27% | 30 |
|
2014
Q1 | $724K | Hold |
16,909
| – | – | 0.24% | 31 |
|
2013
Q4 | $774K | Sell |
16,909
-352
| -2% | -$16.1K | 0.27% | 32 |
|
2013
Q3 | $722K | Sell |
17,261
-535
| -3% | -$22.4K | 0.29% | 30 |
|
2013
Q2 | $736K | Buy |
+17,796
| New | +$736K | 0.29% | 28 |
|