Sigma Planning Corp’s Imperial Oil IMO Stock Holding History

Sigma Planning Corp’s Portfolio IMO Stock Details IMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$208K	Buy	+1,588	New	+$178K	0.01%	1227
2025 Q3	–	Sell	-3,208	Closed	-$255K	–	1341
2025 Q2	$255K	Sell	3,208 -1,969	-38%	-$141K	0.01%	1055
2025 Q1	$374K	Sell	5,177 -1,159	-18%	-$79.6K	0.01%	848
2024 Q4	$390K	Sell	6,336 -1,441	-19%	-$104K	0.01%	828
2024 Q3	$548K	Sell	7,777 -82	-1%	-$5.8K	0.02%	710
2024 Q2	$536K	Sell	7,859 -48	-0.6%	-$3.31K	0.02%	693
2024 Q1	$547K	Buy	+7,907	New	+$483K	0.02%	729
2023 Q4	–	Sell	-8,450	Closed	-$520K	–	1016
2023 Q3	$520K	Buy	8,450 +246	+3%	+$13.5K	0.02%	699
2023 Q2	$420K	Sell	8,204 -259	-3%	-$12.9K	0.02%	804
2023 Q1	$430K	Sell	8,463 -196	-2%	-$9.78K	0.01%	867
2022 Q4	$422K	Sell	8,659 -529	-6%	-$27.3K	0.02%	837
2022 Q3	$398K	Buy	9,188 +32	+0.3%	+$1.46K	0.02%	824
2022 Q2	$431K	Buy	+9,156	New	+$468K	0.02%	815

Other funds holding IMO

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return