SWP
POOL icon

Stratos Wealth Partners’s Pool Corp POOL Stock Holding History

Stratos Wealth Partners’s Portfolio POOL Stock Details POOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,706
Closed -$2.7M – 1643
2025
Q3 		$2.7M Buy
8,706
+1,515
+21% +$475K 0.03% 455
2025
Q2 		$2.1M Buy
7,191
+483
+7% +$146K 0.03% 480
2025
Q1 		$2.14M Buy
6,708
+697
+12% +$236K 0.03% 433
2024
Q4 		$2.05M Buy
6,011
+424
+8% +$155K 0.03% 467
2024
Q3 		$2.11M Buy
5,587
+446
+9% +$154K 0.03% 452
2024
Q2 		$1.58M Buy
5,141
+402
+8% +$146K 0.03% 504
2024
Q1 		$1.91M Buy
4,739
+528
+13% +$206K 0.03% 450
2023
Q4 		$1.68M Buy
4,211
+275
+7% +$96.4K 0.03% 462
2023
Q3 		$1.4M Buy
3,936
+3,030
+334% +$1.1M 0.03% 459
2023
Q2 		$340K Buy
906
+226
+33% +$77.3K 0.01% 909
2023
Q1 		$233K Sell
680
-11
-2% -$3.9K 0.01% 975
2022
Q4 		$209K Sell
691
-263
-28% -$83.3K 0.01% 1023
2022
Q3 		$304K Buy
954
+63
+7% +$22.5K 0.01% 864
2022
Q2 		$313K Buy
+891
New +$353K 0.01% 911
2018
Q4 		– Sell
-169
Closed -$28K – 2055
2018
Q3 		$28K Buy
+169
New +$27.4K ﹤0.01% 1714
2018
Q2 		– Sell
-79
Closed -$12K – 2151
2018
Q1 		$12K Hold
79
– – ﹤0.01% 2237
2017
Q4 		$10K Buy
+79
New +$9.6K ﹤0.01% 2164

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