Copeland Capital Management’s Tiptree Inc TIPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.8K | Buy |
2,704
+380
| +16% | +$8.96K | ﹤0.01% | 185 |
|
|
2025
Q1 | $56K | Sell |
2,324
-584
| -20% | -$14.1K | ﹤0.01% | 178 |
|
|
2024
Q4 | $60.7K | Buy |
2,908
+44
| +2% | +$918 | ﹤0.01% | 177 |
|
|
2024
Q3 | $56K | Buy |
+2,864
| New | +$56K | ﹤0.01% | 175 |
|
|
2024
Q2 | – | Sell |
-1,938
| Closed | -$33.5K | – | 242 |
|
|
2024
Q1 | $33.5K | Buy |
+1,938
| New | +$33.5K | ﹤0.01% | 175 |
|