SNS Financial Group’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Sell |
8,660
-200
| -2% | -$8.13K | 0.03% | 143 |
|
|
2025
Q1 | $363K | Sell |
8,860
-100
| -1% | -$4.09K | 0.04% | 138 |
|
|
2024
Q4 | $516K | Sell |
8,960
-100
| -1% | -$5.76K | 0.05% | 108 |
|
|
2024
Q3 | $754K | Hold |
9,060
| – | – | 0.08% | 104 |
|
|
2024
Q2 | $709K | Sell |
9,060
-100
| -1% | -$7.83K | 0.08% | 99 |
|
|
2024
Q1 | $917K | Hold |
9,160
| – | – | 0.1% | 86 |
|
|
2023
Q4 | $868K | Sell |
9,160
-100
| -1% | -$9.48K | 0.1% | 87 |
|
|
2023
Q3 | $964K | Hold |
9,260
| – | – | 0.13% | 78 |
|
|
2023
Q2 | $1.12M | Sell |
9,260
-100
| -1% | -$12.1K | 0.15% | 76 |
|
|
2023
Q1 | $1.04M | Hold |
9,360
| – | – | 0.14% | 81 |
|
|
2022
Q4 | $945K | Sell |
9,360
-100
| -1% | -$10.1K | 0.13% | 85 |
|
|
2022
Q3 | $905K | Hold |
9,460
| – | – | 0.13% | 83 |
|
|
2022
Q2 | $939K | Sell |
9,460
-100
| -1% | -$9.93K | 0.12% | 85 |
|
|
2022
Q1 | $1.01M | Hold |
9,560
| – | – | 0.11% | 88 |
|
|
2021
Q4 | $1.05M | Hold |
9,560
| – | – | 0.11% | 88 |
|
|
2021
Q3 | $1.14M | Hold |
9,560
| – | – | 0.14% | 85 |
|
|
2021
Q2 | $1.31M | Hold |
9,560
| – | – | 0.17% | 79 |
|
|
2021
Q1 | $1.28M | Buy |
+9,560
| New | +$1.28M | 0.17% | 75 |
|
|
2020
Q1 | – | Sell |
-9,560
| Closed | -$972K | – | 188 |
|
|
2019
Q4 | $972K | Sell |
9,560
-200
| -2% | -$20.3K | 0.17% | 77 |
|
|
2019
Q3 | $859K | Buy |
9,760
+60
| +0.6% | +$5.28K | 0.16% | 82 |
|
|
2019
Q2 | $885K | Sell |
9,700
-620
| -6% | -$56.6K | 0.17% | 83 |
|
|
2019
Q1 | $871K | Hold |
10,320
| – | – | 0.19% | 77 |
|
|
2018
Q4 | $791K | Hold |
10,320
| – | – | 0.2% | 82 |
|
|
2018
Q3 | $1.04M | Hold |
10,320
| – | – | 0.25% | 65 |
|
|
2018
Q2 | $1.26M | Sell |
10,320
-100
| -1% | -$12.2K | 0.33% | 55 |
|
|
2018
Q1 | $1.19M | Sell |
10,420
-100
| -1% | -$11.4K | 0.32% | 56 |
|
|
2017
Q4 | $1.3M | Buy |
10,520
+36
| +0.3% | +$4.46K | 0.31% | 59 |
|
|
2017
Q3 | $1.1M | Sell |
10,484
-200
| -2% | -$20.9K | 0.28% | 69 |
|
|
2017
Q2 | $985K | Hold |
10,684
| – | – | 0.26% | 75 |
|
|
2017
Q1 | $895K | Sell |
10,684
-1,194
| -10% | -$100K | 0.23% | 77 |
|
|
2016
Q4 | $979K | Buy |
+11,878
| New | +$979K | 0.29% | 70 |
|