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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $226K | Buy |
1,117
+125
| +13% | +$29.5K | ﹤0.01% | 1955 |
|
|
2025
Q4 | $227K | Buy |
992
+35
| +4% | +$9.1K | ﹤0.01% | 1864 |
|
|
2025
Q3 | $297K | Buy |
957
+206
| +27% | +$64.6K | ﹤0.01% | 1659 |
|
|
2025
Q2 | $219K | Sell |
751
-14
| -2% | -$4.23K | ﹤0.01% | 1722 |
|
|
2025
Q1 | $244K | Sell |
765
-207
| -21% | -$70.2K | ﹤0.01% | 1555 |
|
|
2024
Q4 | $331K | Buy |
972
+180
| +23% | +$65.6K | ﹤0.01% | 1351 |
|
|
2024
Q3 | $298K | Sell |
792
-47
| -6% | -$16.3K | ﹤0.01% | 1337 |
|
|
2024
Q2 | $258K | Sell |
839
-92
| -10% | -$33.3K | ﹤0.01% | 1333 |
|
|
2024
Q1 | $375K | Buy |
931
+76
| +9% | +$29.7K | ﹤0.01% | 1169 |
|
|
2023
Q4 | $341K | Buy |
855
+44
| +5% | +$15.4K | ﹤0.01% | 1165 |
|
|
2023
Q3 | $289K | Buy |
811
+85
| +12% | +$30.9K | ﹤0.01% | 1127 |
|
|
2023
Q2 | $272K | Sell |
726
-307
| -30% | -$105K | ﹤0.01% | 1158 |
|
|
2023
Q1 | $354K | Sell |
1,033
-130
| -11% | -$46.1K | 0.01% | 1053 |
|
|
2022
Q4 | $352K | Sell |
1,163
-928
| -44% | -$294K | 0.01% | 1026 |
|
|
2022
Q3 | $665K | Sell |
2,091
-2,726
| -57% | -$973K | 0.01% | 762 |
|
|
2022
Q2 | $1.69M | Buy |
4,817
+444
| +10% | +$176K | 0.03% | 480 |
|
|
2022
Q1 | $1.85M | Sell |
4,373
-51
| -1% | -$23.8K | 0.03% | 499 |
|
|
2021
Q4 | $2.5M | Buy |
4,424
+4,180
| +1,713% | +$2.19M | 0.04% | 431 |
|
|
2021
Q3 | $106K | Sell |
244
-3
| -1% | -$1.42K | ﹤0.01% | 1515 |
|
|
2021
Q2 | $113K | Sell |
247
-113
| -31% | -$47.6K | ﹤0.01% | 2059 |
|
|
2021
Q1 | $124K | Sell |
360
-258
| -42% | -$89.9K | ﹤0.01% | 1513 |
|
|
2020
Q4 | $230K | Buy |
618
+42
| +7% | +$14.6K | 0.01% | 1015 |
|
|
2020
Q3 | $193K | Buy |
576
+164
| +40% | +$50.7K | ﹤0.01% | 959 |
|
|
2020
Q2 | $112K | Buy |
412
+125
| +44% | +$28.9K | ﹤0.01% | 1107 |
|
|
2020
Q1 | $56K | Buy |
287
+18
| +7% | +$3.83K | ﹤0.01% | 1215 |
|
|
2019
Q4 | $57K | Buy |
269
+6
| +2% | +$1.24K | ﹤0.01% | 1344 |
|
|
2019
Q3 | $53K | Buy |
263
+51
| +24% | +$9.83K | ﹤0.01% | 1325 |
|
|
2019
Q2 | $40K | Buy |
+212
| New | +$38.3K | ﹤0.01% | 1423 |
|
|
2018
Q4 | – | Sell |
-213
| Closed | -$36K | – | 1779 |
|
|
2018
Q3 | $36K | Buy |
213
+47
| +28% | +$7.61K | ﹤0.01% | 1321 |
|
|
2018
Q2 | $25K | Hold |
166
| – | – | ﹤0.01% | 1377 |
|
|
2018
Q1 | $24K | Buy |
166
+132
| +388% | +$18.2K | ﹤0.01% | 1268 |
|
|
2017
Q4 | $4K | Buy |
34
+30
| +750% | +$3.65K | ﹤0.01% | 1575 |
|
|
2017
Q3 | $0 | Buy |
+4
| New | +$433 | ﹤0.01% | 1741 |
|
Other funds holding POOL
VCM
VPM
