EverSource Wealth Advisors’s Tiptree Inc TIPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.95K | Buy |
422
+319
| +310% | +$7.52K | ﹤0.01% | 2800 |
|
|
2025
Q1 | $2.48K | Buy |
103
+13
| +14% | +$313 | ﹤0.01% | 2833 |
|
|
2024
Q4 | $1.88K | Buy |
90
+26
| +41% | +$542 | ﹤0.01% | 2737 |
|
|
2024
Q3 | $1.25K | Hold |
64
| – | – | ﹤0.01% | 2670 |
|
|
2024
Q2 | $1.26K | Hold |
64
| – | – | ﹤0.01% | 2684 |
|
|
2024
Q1 | $1.02K | Hold |
64
| – | – | ﹤0.01% | 2574 |
|
|
2023
Q4 | $1.21K | Hold |
64
| – | – | ﹤0.01% | 2332 |
|
|
2023
Q3 | $1.07K | Sell |
64
-9
| -12% | -$151 | ﹤0.01% | 2174 |
|
|
2023
Q2 | $1.1K | Buy |
+73
| New | +$1.1K | ﹤0.01% | 2192 |
|