Sigma Planning Corp’s Pool Corp POOL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,193	Closed	-$680K	–	1370
2025 Q3	$680K	Buy	2,193 +278	+15%	+$87.1K	0.02%	690
2025 Q2	$558K	Sell	1,915 -212	-10%	-$64.1K	0.02%	735
2025 Q1	$677K	Buy	2,127 +107	+5%	+$36.3K	0.02%	621
2024 Q4	$689K	Buy	2,020 +167	+9%	+$60.9K	0.02%	612
2024 Q3	$698K	Buy	1,853 +280	+18%	+$96.9K	0.02%	622
2024 Q2	$483K	Buy	1,573 +179	+13%	+$64.8K	0.02%	733
2024 Q1	$563K	Buy	1,394 +753	+117%	+$294K	0.02%	720
2023 Q4	$256K	Sell	641 -802	-56%	-$281K	0.02%	682
2023 Q3	$514K	Sell	1,443 -118	-8%	-$42.9K	0.02%	706
2023 Q2	$585K	Sell	1,561 -196	-11%	-$67K	0.02%	670
2023 Q1	$602K	Buy	1,757 +86	+5%	+$30.5K	0.02%	726
2022 Q4	$505K	Sell	1,671 -23	-1%	-$7.29K	0.02%	760
2022 Q3	$539K	Buy	1,694 +73	+5%	+$26K	0.02%	700
2022 Q2	$569K	Buy	1,621 +198	+14%	+$78.5K	0.02%	705
2022 Q1	$602K	Buy	1,423 +923	+185%	+$431K	0.02%	770
2021 Q4	$283K	Sell	500 -1	-0.2%	-$524	0.01%	1111
2021 Q3	$218K	Sell	501 -10	-2%	-$4.74K	0.01%	1226
2021 Q2	$234K	Buy	+511	New	+$215K	0.01%	1209
2016 Q2	–	Sell	-2,883	Closed	-$253K	–	747
2016 Q1	$253K	Buy	+2,883	New	+$232K	0.03%	514

Other funds holding POOL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return