AssetMark Inc’s Stewart Information Services STC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.29K	Hold	21	–	–	﹤0.01%	2976
2025 Q4	$1.48K	Buy	21 +11	+110%	+$792	﹤0.01%	2844
2025 Q3	$733	Hold	10	–	–	﹤0.01%	2856
2025 Q2	$651	Hold	10	–	–	﹤0.01%	2693
2025 Q1	$714	Buy	10 +5	+100%	+$338	﹤0.01%	2351
2024 Q4	$337	Hold	5	–	–	﹤0.01%	2423
2024 Q3	$374	Sell	5 -15	-75%	-$1.06K	﹤0.01%	2116
2024 Q2	$1.24K	Buy	+20	New	+$1.25K	﹤0.01%	1826
2024 Q1	–	Sell	-45	Closed	-$2.64K	–	2107
2023 Q4	$2.64K	Sell	45 -350	-89%	-$16.6K	﹤0.01%	1511
2023 Q3	$17.3K	Sell	395 -93	-19%	-$4.21K	﹤0.01%	1256
2023 Q2	$20.1K	Buy	488 +2	+0.4%	+$85	﹤0.01%	1206
2023 Q1	$19.6K	Buy	486 +51	+12%	+$2.23K	﹤0.01%	1188
2022 Q4	$18.6K	Buy	435 +3	+0.7%	+$126	﹤0.01%	1214
2022 Q3	$19K	Buy	432 +21	+5%	+$1.07K	﹤0.01%	1137
2022 Q2	$20K	Buy	411 +205	+100%	+$11K	﹤0.01%	1125
2022 Q1	$12K	Sell	206 -9	-4%	-$625	﹤0.01%	1167
2021 Q4	$17K	Sell	215 -12	-5%	-$882	﹤0.01%	1084
2021 Q3	$14K	Hold	227	–	–	﹤0.01%	1003
2021 Q2	$13K	Buy	+227	New	+$13.2K	﹤0.01%	956
2018 Q1	–	Sell	-7	Closed	–	–	1941
2017 Q4	$0	Buy	+7	New	+$276	﹤0.01%	2109