Stephens Consulting’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $52.9K | Hold |
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|
2025
Q2 | $37K | Hold |
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|
2025
Q1 | $37.3K | Hold |
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|
2024
Q4 | $52.4K | Hold |
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|
2024
Q3 | $75.7K | Hold |
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|
2024
Q2 | $71.3K | Hold |
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|
2024
Q1 | $91.1K | Hold |
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|
2023
Q4 | $86.2K | Hold |
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|
2023
Q3 | $94.8K | Hold |
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|
2023
Q2 | $110K | Hold |
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|
2023
Q1 | $101K | Hold |
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|
2022
Q4 | $91.9K | Hold |
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|
2022
Q3 | $87K | Hold |
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|
2022
Q2 | $90.3K | Hold |
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|
2022
Q1 | $95.8K | Hold |
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|
2021
Q4 | $100K | Buy |
|