I know it's hard to troubleshoot a problem without the details of a specific situation, and I don't have notes on numbers or symbols, so for right now, I'm mostly just wondering if there is a known problem with accurate calculation of purchase limits on any given holding.
It seems like when I try to max out a holding by buying additional shares after its value has dropped, I'm restricted from doing so even when the additional purchases wouldn't put me over $25K at the current valuation. (I'm less certain that the purchases wouldn't put me over the 25% of portfolio line, but am sure that in at least a couple of cases like this, that wouldn't have been the problem, either). It's like the $25K limit is based on the price at which I originally purchased the stock, not its current, lower valuation.
Anyone else run into this? I'll take notes so I can give a specific example to follow up.