Steward Partners Investment Advisory’s Intrepid Potash IPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9K | Buy |
333
+83
| +33% | +$2.97K | ﹤0.01% | 3134 |
|
|
2025
Q1 | $7.35K | Hold |
250
| – | – | ﹤0.01% | 3239 |
|
|
2024
Q4 | $5.48K | Hold |
250
| – | – | ﹤0.01% | 3332 |
|
|
2024
Q3 | $6K | Hold |
250
| – | – | ﹤0.01% | 3125 |
|
|
2024
Q2 | $5.86K | Hold |
250
| – | – | ﹤0.01% | 2992 |
|
|
2024
Q1 | $5.22K | Hold |
250
| – | – | ﹤0.01% | 3033 |
|
|
2023
Q4 | $5.97K | Hold |
250
| – | – | ﹤0.01% | 2897 |
|
|
2023
Q3 | $6.29K | Sell |
250
-416
| -62% | -$10.5K | ﹤0.01% | 2747 |
|
|
2023
Q2 | $15.1K | Hold |
666
| – | – | ﹤0.01% | 2424 |
|
|
2023
Q1 | $18.4K | Hold |
666
| – | – | ﹤0.01% | 2279 |
|
|
2022
Q4 | $19.2K | Hold |
666
| – | – | ﹤0.01% | 2247 |
|
|
2022
Q3 | $26K | Hold |
666
| – | – | ﹤0.01% | 2091 |
|
|
2022
Q2 | $30K | Sell |
666
-200
| -23% | -$9.01K | ﹤0.01% | 2034 |
|
|
2022
Q1 | $71K | Buy |
866
+416
| +92% | +$34.1K | ﹤0.01% | 1746 |
|
|
2021
Q4 | $19K | Buy |
450
+200
| +80% | +$8.44K | ﹤0.01% | 2343 |
|
|
2021
Q3 | $8K | Hold |
250
| – | – | ﹤0.01% | 2677 |
|
|
2021
Q2 | $8K | Hold |
250
| – | – | ﹤0.01% | 6313 |
|
|
2021
Q1 | $8.14K | Hold |
250
| – | – | ﹤0.01% | 2865 |
|
|
2020
Q4 | $6K | Hold |
250
| – | – | ﹤0.01% | 2464 |
|
|
2020
Q3 | $2K | Sell |
250
-20
| -7% | -$160 | ﹤0.01% | 2576 |
|
|
2020
Q2 | $3K | Hold |
270
| – | – | ﹤0.01% | 2388 |
|
|
2020
Q1 | $2K | Hold |
270
| – | – | ﹤0.01% | 2287 |
|
|
2019
Q4 | $7K | Hold |
270
| – | – | ﹤0.01% | 2146 |
|
|
2019
Q3 | $8K | Hold |
270
| – | – | ﹤0.01% | 2090 |
|
|
2019
Q2 | $9K | Buy |
+270
| New | +$9K | ﹤0.01% | 2023 |
|
|
2018
Q4 | – | Sell |
-250
| Closed | -$9K | – | 1441 |
|
|
2018
Q3 | $9K | Sell |
250
-100
| -29% | -$3.6K | ﹤0.01% | 1921 |
|
|
2018
Q2 | $14K | Buy |
350
+100
| +40% | +$4K | ﹤0.01% | 1612 |
|
|
2018
Q1 | $9K | Hold |
250
| – | – | ﹤0.01% | 1609 |
|
|
2017
Q4 | $11K | Hold |
250
| – | – | ﹤0.01% | 1322 |
|
|
2017
Q3 | $10K | Buy |
250
+150
| +150% | +$6K | ﹤0.01% | 1106 |
|
|
2017
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 1421 |
|
|
2017
Q1 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 1413 |
|