CIBC Private Wealth Group’s SelectQuote SLQT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-178,454
| Closed | -$587K | – | 3293 |
|
|
2025
Q1 | $587K | Sell |
178,454
-29,000
| -14% | -$95.4K | ﹤0.01% | 762 |
|
|
2024
Q4 | $851K | Hold |
207,454
| – | – | ﹤0.01% | 734 |
|
|
2024
Q3 | $450K | Hold |
207,454
| – | – | ﹤0.01% | 902 |
|
|
2024
Q2 | $600K | Buy |
+207,454
| New | +$600K | ﹤0.01% | 773 |
|
|
2022
Q4 | – | Sell |
-661,910
| Closed | -$483K | – | 929 |
|
|
2022
Q3 | $483K | Hold |
661,910
| – | – | ﹤0.01% | 711 |
|
|
2022
Q2 | $1.64M | Hold |
661,910
| – | – | ﹤0.01% | 527 |
|
|
2022
Q1 | $1.85M | Sell |
661,910
-175,000
| -21% | -$488K | ﹤0.01% | 539 |
|
|
2021
Q4 | $7.58M | Sell |
836,910
-520,250
| -38% | -$4.71M | 0.02% | 360 |
|
|
2021
Q3 | $17.5M | Buy |
+1,357,160
| New | +$17.5M | 0.04% | 279 |
|