EverSource Wealth Advisors’s Tiptree Inc TIPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9.95K Buy
2025
Q1
$2.48K Buy
2024
Q4
$1.88K Buy
2024
Q3
$1.25K Hold
2024
Q2
$1.26K Hold
2024
Q1
$1.02K Hold
2023
Q4
$1.21K Hold
2023
Q3
$1.07K Sell
2023
Q2
$1.1K Buy