Steward Partners Investment Advisory’s Ionis Pharmaceuticals IONS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.2K | Buy |
1,221
+131
| +12% | +$5.18K | ﹤0.01% | 2503 |
|
|
2025
Q1 | $32.9K | Sell |
1,090
-1,984
| -65% | -$59.9K | ﹤0.01% | 2587 |
|
|
2024
Q4 | $107K | Buy |
3,074
+1,019
| +50% | +$35.6K | ﹤0.01% | 1937 |
|
|
2024
Q3 | $82.3K | Buy |
2,055
+1,426
| +227% | +$57.1K | ﹤0.01% | 1978 |
|
|
2024
Q2 | $30K | Sell |
629
-94
| -13% | -$4.48K | ﹤0.01% | 2346 |
|
|
2024
Q1 | $31.3K | Buy |
723
+242
| +50% | +$10.5K | ﹤0.01% | 2322 |
|
|
2023
Q4 | $24.3K | Sell |
481
-25
| -5% | -$1.27K | ﹤0.01% | 2313 |
|
|
2023
Q3 | $23K | Buy |
506
+240
| +90% | +$10.9K | ﹤0.01% | 2236 |
|
|
2023
Q2 | $10.9K | Sell |
266
-58
| -18% | -$2.38K | ﹤0.01% | 2539 |
|
|
2023
Q1 | $11.6K | Buy |
324
+11
| +4% | +$393 | ﹤0.01% | 2489 |
|
|
2022
Q4 | $11.8K | Sell |
313
-23
| -7% | -$869 | ﹤0.01% | 2477 |
|
|
2022
Q3 | $15K | Sell |
336
-26
| -7% | -$1.16K | ﹤0.01% | 2348 |
|
|
2022
Q2 | $13K | Hold |
362
| – | – | ﹤0.01% | 2414 |
|
|
2022
Q1 | $13K | Sell |
362
-343
| -49% | -$12.3K | ﹤0.01% | 2552 |
|
|
2021
Q4 | $21K | Sell |
705
-2,651
| -79% | -$79K | ﹤0.01% | 2302 |
|
|
2021
Q3 | $113K | Buy |
3,356
+244
| +8% | +$8.22K | ﹤0.01% | 1499 |
|
|
2021
Q2 | $124K | Sell |
3,112
-4,230
| -58% | -$169K | ﹤0.01% | 1959 |
|
|
2021
Q1 | $330K | Buy |
7,342
+1,955
| +36% | +$87.9K | 0.01% | 1052 |
|
|
2020
Q4 | $305K | Buy |
5,387
+235
| +5% | +$13.3K | 0.01% | 907 |
|
|
2020
Q3 | $244K | Buy |
5,152
+165
| +3% | +$7.81K | 0.01% | 881 |
|
|
2020
Q2 | $294K | Buy |
4,987
+1,240
| +33% | +$73.1K | 0.01% | 759 |
|
|
2020
Q1 | $177K | Hold |
3,747
| – | – | 0.01% | 825 |
|
|
2019
Q4 | $226K | Hold |
3,747
| – | – | 0.01% | 847 |
|
|
2019
Q3 | $224K | Buy |
3,747
+575
| +18% | +$34.4K | 0.01% | 812 |
|
|
2019
Q2 | $203K | Sell |
3,172
-168
| -5% | -$10.8K | 0.01% | 812 |
|
|
2019
Q1 | $271K | Buy |
+3,340
| New | +$271K | 0.01% | 666 |
|
|
2018
Q4 | – | Sell |
-3,366
| Closed | -$174K | – | 1436 |
|
|
2018
Q3 | $174K | Sell |
3,366
-125
| -4% | -$6.46K | 0.01% | 760 |
|
|
2018
Q2 | $145K | Buy |
3,491
+54
| +2% | +$2.24K | 0.01% | 740 |
|
|
2018
Q1 | $151K | Sell |
3,437
-1,761
| -34% | -$77.4K | 0.01% | 677 |
|
|
2017
Q4 | $261K | Buy |
5,198
+3,223
| +163% | +$162K | 0.02% | 474 |
|
|
2017
Q3 | $100K | Hold |
1,975
| – | – | 0.01% | 542 |
|
|
2017
Q2 | $100K | Buy |
1,975
+1,690
| +593% | +$85.6K | 0.01% | 496 |
|
|
2017
Q1 | $11K | Buy |
+285
| New | +$11K | ﹤0.01% | 919 |
|