Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.2K | Sell |
3,441
-395
| -10% | -$9.67K | ﹤0.01% | 2211 |
|
|
2025
Q1 | $104K | Buy |
3,836
+175
| +5% | +$4.75K | ﹤0.01% | 1989 |
|
|
2024
Q4 | $103K | Buy |
3,661
+295
| +9% | +$8.27K | ﹤0.01% | 1969 |
|
|
2024
Q3 | $106K | Buy |
3,366
+699
| +26% | +$22.1K | ﹤0.01% | 1845 |
|
|
2024
Q2 | $77.6K | Sell |
2,667
-937
| -26% | -$27.3K | ﹤0.01% | 1894 |
|
|
2024
Q1 | $118K | Buy |
3,604
+900
| +33% | +$29.4K | ﹤0.01% | 1682 |
|
|
2023
Q4 | $88.3K | Buy |
2,704
+44
| +2% | +$1.44K | ﹤0.01% | 1747 |
|
|
2023
Q3 | $76.2K | Buy |
2,660
+497
| +23% | +$14.2K | ﹤0.01% | 1706 |
|
|
2023
Q2 | $83.4K | Sell |
2,163
-229
| -10% | -$8.84K | ﹤0.01% | 1674 |
|
|
2023
Q1 | $89.1K | Buy |
2,392
+575
| +32% | +$21.4K | ﹤0.01% | 1635 |
|
|
2022
Q4 | $60.5K | Sell |
1,817
-652
| -26% | -$21.7K | ﹤0.01% | 1757 |
|
|
2022
Q3 | $63K | Buy |
2,469
+694
| +39% | +$17.7K | ﹤0.01% | 1683 |
|
|
2022
Q2 | $49K | Buy |
1,775
+569
| +47% | +$15.7K | ﹤0.01% | 1822 |
|
|
2022
Q1 | $43K | Buy |
1,206
+864
| +253% | +$30.8K | ﹤0.01% | 1992 |
|
|
2021
Q4 | $13K | Hold |
342
| – | – | ﹤0.01% | 2500 |
|
|
2021
Q3 | $13K | Sell |
342
-1,000
| -75% | -$38K | ﹤0.01% | 2508 |
|
|
2021
Q2 | $44K | Buy |
1,342
+325
| +32% | +$10.7K | ﹤0.01% | 3618 |
|
|
2021
Q1 | $29.7K | Sell |
1,017
-75
| -7% | -$2.19K | ﹤0.01% | 2271 |
|
|
2020
Q4 | $26K | Buy |
1,092
+38
| +4% | +$905 | ﹤0.01% | 1966 |
|
|
2020
Q3 | $18K | Sell |
1,054
-84
| -7% | -$1.44K | ﹤0.01% | 1931 |
|
|
2020
Q2 | $20K | Buy |
1,138
+121
| +12% | +$2.13K | ﹤0.01% | 1774 |
|
|
2020
Q1 | $16K | Sell |
1,017
-2
| -0.2% | -$31 | ﹤0.01% | 1689 |
|
|
2019
Q4 | $23K | Sell |
1,019
-201
| -16% | -$4.54K | ﹤0.01% | 1729 |
|
|
2019
Q3 | $26K | Buy |
1,220
+200
| +20% | +$4.26K | ﹤0.01% | 1634 |
|
|
2019
Q2 | $23K | Buy |
+1,020
| New | +$23K | ﹤0.01% | 1659 |
|
|
2018
Q4 | – | Sell |
-1,158
| Closed | -$26K | – | 1439 |
|
|
2018
Q3 | $26K | Sell |
1,158
-48
| -4% | -$1.08K | ﹤0.01% | 1443 |
|
|
2018
Q2 | $28K | Buy |
1,206
+1,000
| +485% | +$23.2K | ﹤0.01% | 1329 |
|
|
2018
Q1 | $4K | Sell |
206
-231
| -53% | -$4.49K | ﹤0.01% | 1850 |
|
|
2017
Q4 | $8K | Buy |
437
+89
| +26% | +$1.63K | ﹤0.01% | 1406 |
|
|
2017
Q3 | $7K | Buy |
348
+19
| +6% | +$382 | ﹤0.01% | 1205 |
|
|
2017
Q2 | $8K | Sell |
329
-3,324
| -91% | -$80.8K | ﹤0.01% | 1106 |
|
|
2017
Q1 | $89K | Buy |
+3,653
| New | +$89K | 0.01% | 451 |
|