Atria Wealth Solutions’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 | – | Sell |
-17,780
| Closed | -$428K | – | 1881 |
|
|
2025
Q1 | $428K | Sell |
17,780
-900
| -5% | -$21.7K | 0.01% | 1265 |
|
|
2024
Q4 | $390K | Buy |
18,680
+1,000
| +6% | +$20.9K | ﹤0.01% | 1380 |
|
|
2024
Q3 | $346K | Buy |
17,680
+300
| +2% | +$5.87K | ﹤0.01% | 1420 |
|
|
2024
Q2 | $287K | Sell |
17,380
-2,000
| -10% | -$33K | ﹤0.01% | 1518 |
|
|
2024
Q1 | $335K | Hold |
19,380
| – | – | ﹤0.01% | 1479 |
|
|
2023
Q4 | $367K | Buy |
+19,380
| New | +$367K | ﹤0.01% | 1350 |
|