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Holding Period. Share. What is a 'Holding Period'. A holding period is the real or expected period of time during which an investment is attributable to a particular investor. In a long position, the holding period refers to the time between an asset's purchase and its sale.
1 If the issuer of the securities is not subject to the reporting requirements, then you must hold the securities for at least one year. 2  The relevant holding period begins when the securities were bought and fully paid for. 3  The holding period only applies to restricted securities.