Charles Schwab’s Tiptree Inc TIPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.67M | Buy |
|
|||||
|
2025
Q2 | $4.29M | Sell |
|
|||||
|
2025
Q1 | $4.42M | Sell |
|
|||||
|
2024
Q4 | $3.86M | Buy |
|
|||||
|
2024
Q3 | $3.59M | Buy |
|
|||||
|
2024
Q2 | $1.14M | Buy |
|
|||||
|
2024
Q1 | $1.09M | Sell |
|
|||||
|
2023
Q4 | $1.23M | Sell |
|
|||||
|
2023
Q3 | $1.11M | Buy |
|
|||||
|
2023
Q2 | $968K | Sell |
|
|||||
|
2023
Q1 | $955K | Buy |
|
|||||
|
2022
Q4 | $877K | Buy |
|
|||||
|
2022
Q3 | $668K | Buy |
|
|||||
|
2022
Q2 | $636K | Sell |
|
|||||
|
2022
Q1 | $774K | Buy |
|
|||||
|
2021
Q4 | $802K | Buy |
|
|||||
|
2021
Q3 | $559K | Hold |
|
|||||
|
2021
Q2 | $519K | Sell |
|
|||||
|
2021
Q1 | $552K | Buy |
|
|||||
|
2020
Q4 | $286K | Hold |
|
|||||
|
2020
Q3 | $282K | Sell |
|
|||||
|
2020
Q2 | $392K | Hold |
|
|||||
|
2020
Q1 | $317K | Hold |
|
|||||
|
2019
Q4 | $495K | Hold |
|
|||||
|
2019
Q3 | $442K | Hold |
|
|||||
|
2019
Q2 | $383K | Hold |
|
|||||
|
2019
Q1 | $385K | Buy |
|
|||||
|
2018
Q4 | $322K | Hold |
|
|||||
|
2018
Q3 | $377K | Buy |
|
|||||
|
2018
Q2 | $315K | Hold |
|
|||||
|
2018
Q1 | $295K | Hold |
|
|||||
|
2017
Q4 | $276K | Sell |
|
|||||
|
2017
Q3 | $349K | Hold |
|
|||||
|
2017
Q2 | $394K | Hold |
|
|||||
|
2017
Q1 | $408K | Hold |
|
|||||
|
2016
Q4 | $344K | Hold |
|
|||||
|
2016
Q3 | $332K | Hold |
|
|||||
|
2016
Q2 | $306K | Hold |
|
|||||
|
2016
Q1 | $319K | Buy |
|
|||||
|
2015
Q4 | $231K | Hold |
|
|||||
|
2015
Q3 | $240K | Hold |
|
|||||
|
2015
Q2 | $272K | Buy |
|
|||||
|
2015
Q1 | $83K | Hold |
|
|||||
|
2014
Q4 | $102K | Hold |
|
|||||
|
2014
Q3 | $104K | Hold |
|
|||||
|
2014
Q2 | $109K | Buy |
|