Curi RMB Capital’s Iovance Biotherapeutics IOVA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$42.4K	Buy	+12,092	New	+$38.7K	﹤0.01%	864
2025 Q2	–	Sell	-157,696	Closed	-$525K	–	671
2025 Q1	$525K	Buy	157,696 +49,059	+45%	+$253K	0.01%	381
2024 Q4	$804K	Hold	108,637	–	–	0.02%	360
2024 Q3	$1.02M	Buy	108,637 +36,117	+50%	+$342K	0.02%	337
2024 Q2	$582K	Sell	72,520 -250	-0.3%	-$2.68K	0.01%	399
2024 Q1	$1.08M	Buy	72,770 +1,953	+3%	+$22.7K	0.02%	337
2023 Q4	$576K	Buy	70,817 +1,000	+1%	+$5.23K	0.02%	372
2023 Q3	$318K	Buy	69,817 +35,026	+101%	+$229K	0.01%	425
2023 Q2	$245K	Hold	34,791	–	–	0.01%	461
2023 Q1	$213K	Hold	34,791	–	–	0.01%	470
2022 Q4	$222K	Hold	34,791	–	–	0.01%	447
2022 Q3	$333K	Hold	34,791	–	–	0.01%	398
2022 Q2	$384K	Hold	34,791	–	–	0.01%	384
2022 Q1	$579K	Buy	34,791 +7,453	+27%	+$115K	0.02%	318
2021 Q4	$522K	Hold	27,338	–	–	0.02%	353
2021 Q3	$674K	Hold	27,338	–	–	0.02%	316
2021 Q2	$711K	Hold	27,338	–	–	0.02%	318
2021 Q1	$866K	Hold	27,338	–	–	0.03%	282
2020 Q4	$1.27M	Hold	27,338	–	–	0.05%	281
2020 Q3	$900K	Sell	27,338 -3,468	-11%	-$106K	0.04%	314
2020 Q2	$846K	Buy	30,806 +125	+0.4%	+$4.11K	0.04%	320
2020 Q1	$918K	Sell	30,681 -12	-0%	-$318	0.05%	304
2019 Q4	$850K	Buy	30,693 +5,487	+22%	+$125K	0.03%	380
2019 Q3	$459K	Buy	+25,206	New	+$557K	0.02%	493