Equitable Trust’s Perion Network PERI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Buy |
98,680
+10,780
| +12% | +$109K | 0.05% | 228 |
|
|
2025
Q1 | $716K | Buy |
87,900
+22,280
| +34% | +$181K | 0.04% | 262 |
|
|
2024
Q4 | $556K | Sell |
65,620
-150
| -0.2% | -$1.27K | 0.03% | 299 |
|
|
2024
Q3 | $518K | Buy |
65,770
+10,535
| +19% | +$83K | 0.03% | 310 |
|
|
2024
Q2 | $461K | Buy |
55,235
+18,806
| +52% | +$157K | 0.03% | 312 |
|
|
2024
Q1 | $819K | Hold |
36,429
| – | – | 0.06% | 228 |
|
|
2023
Q4 | $1.12M | Buy |
36,429
+3,350
| +10% | +$103K | 0.08% | 162 |
|
|
2023
Q3 | $1.01M | Hold |
33,079
| – | – | 0.08% | 164 |
|
|
2023
Q2 | $1.01M | Sell |
33,079
-620
| -2% | -$19K | 0.08% | 166 |
|
|
2023
Q1 | $1.33M | Sell |
33,699
-18,655
| -36% | -$738K | 0.11% | 146 |
|
|
2022
Q4 | $1.32M | Hold |
52,354
| – | – | 0.1% | 155 |
|
|
2022
Q3 | $1.01M | Hold |
52,354
| – | – | 0.08% | 167 |
|
|
2022
Q2 | $952K | Hold |
52,354
| – | – | 0.07% | 185 |
|
|
2022
Q1 | $1.18M | Hold |
52,354
| – | – | 0.08% | 161 |
|
|
2021
Q4 | $1.26M | Buy |
52,354
+95
| +0.2% | +$2.29K | 0.08% | 158 |
|
|
2021
Q3 | $906K | Sell |
52,259
-3,310
| -6% | -$57.4K | 0.06% | 188 |
|
|
2021
Q2 | $1.19M | Hold |
55,569
| – | – | 0.08% | 177 |
|
|
2021
Q1 | $995K | Sell |
55,569
-71,720
| -56% | -$1.28M | 0.07% | 180 |
|
|
2020
Q4 | $1.62M | Sell |
127,289
-17,160
| -12% | -$218K | 0.12% | 141 |
|
|
2020
Q3 | $1.01M | Sell |
144,449
-14,975
| -9% | -$104K | 0.09% | 163 |
|
|
2020
Q2 | $834K | Buy |
159,424
+37,925
| +31% | +$198K | 0.08% | 167 |
|
|
2020
Q1 | $594K | Buy |
121,499
+99,339
| +448% | +$486K | 0.07% | 191 |
|
|
2019
Q4 | $138K | Buy |
+22,160
| New | +$138K | 0.01% | 283 |
|