Segall Bryant & Hamill’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.73M | Buy |
170,399
+3,820
| +2% | +$106K | 0.07% | 320 |
|
|
2025
Q1 | $4.32M | Buy |
166,579
+15,631
| +10% | +$405K | 0.07% | 330 |
|
|
2024
Q4 | $4.02M | Sell |
150,948
-46,561
| -24% | -$1.24M | 0.06% | 365 |
|
|
2024
Q3 | $6.55M | Sell |
197,509
-43,202
| -18% | -$1.43M | 0.09% | 289 |
|
|
2024
Q2 | $4.5M | Buy |
+240,711
| New | +$4.5M | 0.08% | 308 |
|