HighTower Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.4M | Sell |
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|
2025
Q1 | $40.5M | Sell |
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|
2024
Q4 | $45.1M | Sell |
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|
2024
Q3 | $44.9M | Sell |
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|
2024
Q2 | $41M | Sell |
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|
2024
Q1 | $47.2M | Sell |
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|
2023
Q4 | $50.8M | Buy |
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|
2023
Q3 | $45.2M | Buy |
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|
2023
Q2 | $34.4M | Buy |
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|
2023
Q1 | $35.2M | Sell |
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|
2022
Q4 | $34.6M | Buy |
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|
2022
Q3 | $33.9M | Buy |
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|
2022
Q2 | $31.7M | Sell |
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|
2022
Q1 | $36M | Buy |
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|
2021
Q4 | $39.8M | Buy |
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|
2021
Q3 | $28.7M | Buy |
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|
2021
Q2 | $1.28M | Sell |
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|
2021
Q1 | $1.33M | Sell |
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|
2020
Q4 | $2.06M | Buy |
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|
2020
Q3 | $1.98M | Buy |
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|
2020
Q2 | $1.8M | Buy |
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|
2020
Q1 | $1.04M | Buy |
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|
2019
Q4 | $934K | Buy |
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|
2019
Q3 | $772K | Buy |
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|
2019
Q2 | $869K | Buy |
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|
2019
Q1 | $626K | Buy |
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|
2018
Q4 | $492K | Sell |
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|
2018
Q3 | $594K | Buy |
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|
2018
Q2 | $435K | Sell |
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|
2018
Q1 | $679K | Sell |
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|
2017
Q4 | $1M | Sell |
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|
2017
Q3 | $1.05M | Buy |
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|
2017
Q2 | $850K | Sell |
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|
2017
Q1 | $888K | Buy |
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|
2016
Q4 | $836K | Buy |
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|
2016
Q3 | $667K | Buy |
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|
2016
Q2 | $504K | Sell |
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|
2016
Q1 | $1.6M | Sell |
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|
2015
Q4 | $1.93M | Buy |
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|
2015
Q3 | $1.08M | Buy |
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|
2015
Q2 | $1.05M | Buy |
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|
2015
Q1 | $496K | Buy |
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|
2014
Q4 | $349K | Buy |
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|
2014
Q3 | $208K | Sell |
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|
2014
Q2 | $259K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $293K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $383K | Buy |
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