Advisory Services Network’s Tiptree Inc TIPT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$166K	Buy	+9,786	New	+$167K	﹤0.01%	1924
2025 Q4	–	Sell	-9,786	Closed	-$188K	–	4035
2025 Q3	$188K	Sell	9,786 -2,621	-21%	-$58.4K	﹤0.01%	1726
2025 Q2	$258K	Sell	12,407 -2	-0%	-$45	﹤0.01%	1507
2025 Q1	$299K	Buy	+12,409	New	+$264K	0.01%	1299
2024 Q1	–	Sell	-6,014	Closed	-$114K	–	3473
2023 Q4	$114K	Buy	+6,014	New	+$104K	﹤0.01%	1567
2023 Q3	–	Sell	-15,100	Closed	-$227K	–	1541
2023 Q2	$227K	Sell	15,100 -7,273	-33%	-$101K	0.01%	1248
2023 Q1	$326K	Sell	22,373 -4,947	-18%	-$75.3K	0.01%	1099
2022 Q4	$378K	Sell	27,320 -446	-2%	-$5.74K	0.01%	986
2022 Q3	$299K	Buy	27,766 +4	+0%	+$46	0.01%	1027
2022 Q2	$295K	Buy	27,762 +9,205	+50%	+$103K	0.01%	1081
2022 Q1	$238K	Sell	18,557 -596	-3%	-$7.67K	0.01%	1262
2021 Q4	$265K	Buy	+19,153	New	+$268K	0.01%	1178