Sowell Financial Services’s Interpublic Group of Companies IPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,854
| Closed | -$419K | – | 544 |
|
|
2024
Q1 | $419K | Buy |
12,854
+936
| +8% | +$30.5K | 0.02% | 476 |
|
|
2023
Q4 | $389K | Buy |
11,918
+1,904
| +19% | +$62.1K | 0.02% | 463 |
|
|
2023
Q3 | $287K | Buy |
+10,014
| New | +$287K | 0.02% | 465 |
|
|
2023
Q2 | – | Sell |
-7,381
| Closed | -$275K | – | 681 |
|
|
2023
Q1 | $275K | Sell |
7,381
-6,290
| -46% | -$234K | 0.02% | 588 |
|
|
2022
Q4 | $455K | Buy |
13,671
+1,966
| +17% | +$65.4K | 0.03% | 440 |
|
|
2022
Q3 | $300K | Sell |
11,705
-1,620
| -12% | -$41.5K | 0.03% | 370 |
|
|
2022
Q2 | $367K | Buy |
+13,325
| New | +$367K | 0.03% | 242 |
|
|
2021
Q3 | – | Sell |
-15,230
| Closed | -$495K | – | 519 |
|
|
2021
Q2 | $495K | Sell |
15,230
-7,795
| -34% | -$253K | 0.03% | 418 |
|
|
2021
Q1 | $758K | Buy |
23,025
+9,860
| +75% | +$325K | 0.03% | 496 |
|
|
2020
Q4 | $310K | Buy |
13,165
+815
| +7% | +$19.2K | 0.01% | 682 |
|
|
2020
Q3 | $206K | Sell |
12,350
-1,039
| -8% | -$17.3K | 0.01% | 715 |
|
|
2020
Q2 | $230K | Sell |
13,389
-114
| -0.8% | -$1.96K | 0.01% | 672 |
|
|
2020
Q1 | $219K | Sell |
13,503
-1,404
| -9% | -$22.8K | 0.02% | 624 |
|
|
2019
Q4 | $344K | Buy |
14,907
+12,843
| +622% | +$296K | 0.03% | 560 |
|
|
2019
Q3 | $45K | Buy |
+2,064
| New | +$45K | ﹤0.01% | 1029 |
|