Corient Private Wealth’s SelectQuote SLQT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Buy |
145,896
+72,948
| +100% | +$174K | ﹤0.01% | 1997 |
|
|
2025
Q1 | $244K | Sell |
72,948
-41,700
| -36% | -$139K | ﹤0.01% | 1957 |
|
|
2024
Q4 | $426K | Sell |
114,648
-3,745
| -3% | -$13.9K | ﹤0.01% | 1703 |
|
|
2024
Q3 | $257K | Buy |
118,393
+1,310
| +1% | +$2.84K | ﹤0.01% | 2062 |
|
|
2024
Q2 | $323K | Buy |
117,083
+19,083
| +19% | +$52.7K | ﹤0.01% | 1853 |
|
|
2024
Q1 | $196K | Hold |
98,000
| – | – | ﹤0.01% | 2103 |
|
|
2023
Q4 | $134K | Buy |
98,000
+27,227
| +38% | +$37.3K | ﹤0.01% | 2125 |
|
|
2023
Q3 | $82.8K | Hold |
70,773
| – | – | ﹤0.01% | 2043 |
|
|
2023
Q2 | $138K | Hold |
70,773
| – | – | ﹤0.01% | 1927 |
|
|
2023
Q1 | $154K | Buy |
70,773
+140
| +0.2% | +$304 | ﹤0.01% | 1822 |
|
|
2022
Q4 | $48K | Buy |
+70,633
| New | +$48K | ﹤0.01% | 1624 |
|