Clearstead Advisors’s Tyler Technologies TYL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$80.8K	Buy	236 +51	+28%	+$19K	﹤0.01%	1186
2025 Q4	$84K	Buy	185 +88	+91%	+$41.9K	﹤0.01%	1175
2025 Q3	$50.7K	Sell	97 -95	-49%	-$53.3K	﹤0.01%	1276
2025 Q2	$114K	Sell	192 -49	-20%	-$27.8K	﹤0.01%	1030
2025 Q1	$140K	Sell	241 -34	-12%	-$20.2K	﹤0.01%	912
2024 Q4	$159K	Sell	275 -156	-36%	-$94.3K	﹤0.01%	911
2024 Q3	$252K	Sell	431 -32	-7%	-$18K	﹤0.01%	778
2024 Q2	$233K	Buy	+463	New	+$213K	﹤0.01%	770
2023 Q2	–	Sell	-1	Closed	-$355	–	1442
2023 Q1	$355	Sell	1 -31	-97%	-$10.1K	﹤0.01%	1324
2022 Q4	$10.3K	Hold	32	–	–	﹤0.01%	901
2022 Q3	$11K	Sell	32 -8	-20%	-$2.98K	﹤0.01%	880
2022 Q2	$13K	Buy	40 +32	+400%	+$11.7K	﹤0.01%	889
2022 Q1	$4K	Buy	8 +5	+167%	+$2.25K	﹤0.01%	1124
2021 Q4	$2K	Hold	3	–	–	﹤0.01%	1137
2021 Q3	$1K	Hold	3	–	–	﹤0.01%	1250
2021 Q2	$1K	Sell	3 -14	-82%	-$5.95K	﹤0.01%	1204
2021 Q1	$7K	Buy	+17	New	+$7.34K	﹤0.01%	834