Conestoga Capital Advisors’s i3 Verticals IIIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Hold |
69,772
| – | – | 0.03% | 66 |
|
|
2025
Q1 | $1.72M | Hold |
69,772
| – | – | 0.03% | 70 |
|
|
2024
Q4 | $1.61M | Sell |
69,772
-230
| -0.3% | -$5.3K | 0.02% | 75 |
|
|
2024
Q3 | $1.49M | Hold |
70,002
| – | – | 0.02% | 73 |
|
|
2024
Q2 | $1.55M | Sell |
70,002
-220
| -0.3% | -$4.86K | 0.02% | 75 |
|
|
2024
Q1 | $1.61M | Buy |
70,222
+640
| +0.9% | +$14.7K | 0.02% | 75 |
|
|
2023
Q4 | $1.47M | Buy |
69,582
+2,780
| +4% | +$58.9K | 0.02% | 77 |
|
|
2023
Q3 | $1.41M | Hold |
66,802
| – | – | 0.02% | 70 |
|
|
2023
Q2 | $1.53M | Hold |
66,802
| – | – | 0.02% | 71 |
|
|
2023
Q1 | $1.64M | Hold |
66,802
| – | – | 0.03% | 70 |
|
|
2022
Q4 | $1.63M | Hold |
66,802
| – | – | 0.03% | 70 |
|
|
2022
Q3 | $1.34M | Hold |
66,802
| – | – | 0.03% | 77 |
|
|
2022
Q2 | $1.67M | Sell |
66,802
-493
| -0.7% | -$12.3K | 0.03% | 76 |
|
|
2022
Q1 | $1.88M | Sell |
67,295
-26,980
| -29% | -$752K | 0.03% | 75 |
|
|
2021
Q4 | $2.15M | Buy |
94,275
+27,075
| +40% | +$617K | 0.03% | 78 |
|
|
2021
Q3 | $1.63M | Buy |
67,200
+8,325
| +14% | +$202K | 0.02% | 89 |
|
|
2021
Q2 | $1.78M | Buy |
58,875
+1,175
| +2% | +$35.5K | 0.03% | 86 |
|
|
2021
Q1 | $1.8M | Buy |
+57,700
| New | +$1.8M | 0.03% | 84 |
|