U.S. Capital Wealth Advisors’s Popular Inc BPOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Sell |
2,599
-100
| -4% | -$11K | 0.01% | 728 |
|
|
2025
Q1 | $249K | Buy |
2,699
+7
| +0.3% | +$647 | 0.01% | 748 |
|
|
2024
Q4 | $253K | Sell |
2,692
-1,922
| -42% | -$181K | 0.01% | 720 |
|
|
2024
Q3 | $463K | Sell |
4,614
-941
| -17% | -$94.4K | 0.02% | 491 |
|
|
2024
Q2 | $491K | Sell |
5,555
-1,416
| -20% | -$125K | 0.02% | 462 |
|
|
2024
Q1 | $614K | Sell |
6,971
-5,230
| -43% | -$461K | 0.02% | 425 |
|
|
2023
Q4 | $1M | Sell |
12,201
-1,997
| -14% | -$164K | 0.04% | 331 |
|
|
2023
Q3 | $895K | Sell |
14,198
-1,064
| -7% | -$67K | 0.04% | 331 |
|
|
2023
Q2 | $924K | Sell |
15,262
-1,812
| -11% | -$110K | 0.04% | 342 |
|
|
2023
Q1 | $980K | Sell |
17,074
-725
| -4% | -$41.6K | 0.05% | 302 |
|
|
2022
Q4 | $1.18M | Sell |
17,799
-2,548
| -13% | -$169K | 0.05% | 302 |
|
|
2022
Q3 | $1.47M | Sell |
20,347
-2,741
| -12% | -$197K | 0.07% | 254 |
|
|
2022
Q2 | $1.78M | Sell |
23,088
-270
| -1% | -$20.8K | 0.08% | 234 |
|
|
2022
Q1 | $1.91M | Sell |
23,358
-1,642
| -7% | -$134K | 0.07% | 260 |
|
|
2021
Q4 | $2.05M | Sell |
25,000
-32
| -0.1% | -$2.63K | 0.08% | 251 |
|
|
2021
Q3 | $1.94M | Buy |
+25,032
| New | +$1.94M | 0.08% | 251 |
|