Robertson Stephens Wealth Management’s Grand Canyon Education LOPE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-5,128
| Closed | -$840K | – | 567 |
|
2024
Q4 | $840K | Sell |
5,128
-3,936
| -43% | -$645K | 0.03% | 275 |
|
2024
Q3 | $1.29M | Buy |
9,064
+204
| +2% | +$28.9K | 0.05% | 249 |
|
2024
Q2 | $1.24M | Buy |
8,860
+227
| +3% | +$31.8K | 0.06% | 195 |
|
2024
Q1 | $1.18M | Sell |
8,633
-1,909
| -18% | -$260K | 0.06% | 213 |
|
2023
Q4 | $1.39M | Buy |
10,542
+48
| +0.5% | +$6.34K | 0.08% | 185 |
|
2023
Q3 | $1.23M | Sell |
10,494
-66
| -0.6% | -$7.71K | 0.08% | 187 |
|
2023
Q2 | $1.09M | Buy |
10,560
+84
| +0.8% | +$8.67K | 0.08% | 181 |
|
2023
Q1 | $1.19M | Buy |
10,476
+254
| +2% | +$28.9K | 0.09% | 180 |
|
2022
Q4 | $1.08M | Buy |
10,222
+271
| +3% | +$28.6K | 0.11% | 167 |
|
2022
Q3 | $818K | Buy |
9,951
+553
| +6% | +$45.5K | 0.09% | 171 |
|
2022
Q2 | $885K | Sell |
9,398
-1,507
| -14% | -$142K | 0.08% | 167 |
|
2022
Q1 | $1.06M | Buy |
10,905
+710
| +7% | +$68.9K | 0.09% | 175 |
|
2021
Q4 | $873K | Buy |
+10,195
| New | +$873K | 0.07% | 195 |
|