Ownership history in Sigma Planning Corp · 29 quarters on record
This page tracks every 13F SEC filing in which Sigma Planning Corp reported a position in FIDELITY (FCOR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 4,590 | +284 | +6.6% | 0.01% | $220K | $47.11 |
| 2025 Q1 | REDUCED | 4,306 | -1,023 | -19.2% | 0.01% | $202K | $45.08 |
| 2024 Q4 | ADDED | 5,329 | +456 | +9.4% | 0.01% | $247K | $44.02 |
| 2024 Q3 | REDUCED | 4,873 | -165 | -3.3% | 0.01% | $236K | $45.35 |
| 2024 Q2 | REDUCED | 5,038 | -177 | -3.4% | 0.01% | $232K | $42.75 |
| 2024 Q1 | REDUCED | 5,215 | -162 | -3.0% | 0.01% | $243K | $42.70 |
| 2023 Q3 | ADDED | 5,377 | +29 | +0.5% | 0.01% | $235K | $39.32 |
| 2023 Q2 | REDUCED | 5,348 | -702 | -11.6% | 0.01% | $245K | $40.74 |
| 2021 Q4 | REDUCED | 6,050 | -2,751 | -31.3% | 0.01% | $333K | $46.63 |
| 2021 Q3 | REDUCED | 8,801 | -1,231 | -12.3% | 0.01% | $487K | $46.66 |
As of 2025 Q4 — sorted by position size