Allworth Financial’s Tiptree Inc TIPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $684 | Buy |
29
+11
| +61% | +$259 | ﹤0.01% | 4051 |
|
|
2025
Q1 | $408 | Sell |
18
-6
| -25% | -$136 | ﹤0.01% | 3727 |
|
|
2024
Q4 | $481 | Buy |
24
+6
| +33% | +$120 | ﹤0.01% | 3608 |
|
|
2024
Q3 | $353 | Hold |
18
| – | – | ﹤0.01% | 3501 |
|
|
2024
Q2 | $317 | Hold |
18
| – | – | ﹤0.01% | 3484 |
|
|
2024
Q1 | $312 | Buy |
+18
| New | +$312 | ﹤0.01% | 3389 |
|