Steward Partners Investment Advisory’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Sell |
|
|||||
|
2025
Q1 | $244K | Sell |
|
|||||
|
2024
Q4 | $331K | Buy |
|
|||||
|
2024
Q3 | $298K | Sell |
|
|||||
|
2024
Q2 | $258K | Sell |
|
|||||
|
2024
Q1 | $375K | Buy |
|
|||||
|
2023
Q4 | $341K | Buy |
|
|||||
|
2023
Q3 | $289K | Buy |
|
|||||
|
2023
Q2 | $272K | Sell |
|
|||||
|
2023
Q1 | $354K | Sell |
|
|||||
|
2022
Q4 | $352K | Sell |
|
|||||
|
2022
Q3 | $665K | Sell |
|
|||||
|
2022
Q2 | $1.69M | Buy |
|
|||||
|
2022
Q1 | $1.85M | Sell |
|
|||||
|
2021
Q4 | $2.5M | Buy |
|
|||||
|
2021
Q3 | $106K | Sell |
|
|||||
|
2021
Q2 | $113K | Sell |
|
|||||
|
2021
Q1 | $124K | Sell |
|
|||||
|
2020
Q4 | $230K | Buy |
|
|||||
|
2020
Q3 | $193K | Buy |
|
|||||
|
2020
Q2 | $112K | Buy |
|
|||||
|
2020
Q1 | $56K | Buy |
|
|||||
|
2019
Q4 | $57K | Buy |
|
|||||
|
2019
Q3 | $53K | Buy |
|
|||||
|
2019
Q2 | $40K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $36K | Buy |
|
|||||
|
2018
Q2 | $25K | Hold |
|
|||||
|
2018
Q1 | $24K | Buy |
|
|||||
|
2017
Q4 | $4K | Buy |
|
|||||
|
2017
Q3 | $0 | Buy |
|