Cerity Partners’s Navient NAVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-31,908
| Closed | -$496K | – | 2565 |
|
|
2024
Q4 | $496K | Sell |
31,908
-6,415
| -17% | -$99.7K | ﹤0.01% | 1766 |
|
|
2024
Q3 | $597K | Buy |
38,323
+17,349
| +83% | +$270K | ﹤0.01% | 1673 |
|
|
2024
Q2 | $305K | Sell |
20,974
-12,646
| -38% | -$184K | ﹤0.01% | 1807 |
|
|
2024
Q1 | $585K | Buy |
+33,620
| New | +$585K | ﹤0.01% | 1529 |
|