SI
Stephens Inc’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Buy |
14,424
+134
| +0.9% | +$2.35K | ﹤0.01% | 1085 |
|
|
2025
Q1 | $289K | Buy |
14,290
+1,010
| +8% | +$20.4K | ﹤0.01% | 1004 |
|
|
2024
Q4 | $269K | Sell |
13,280
-833
| -6% | -$16.9K | ﹤0.01% | 1058 |
|
|
2024
Q3 | $323K | Buy |
14,113
+108
| +0.8% | +$2.47K | ﹤0.01% | 997 |
|
|
2024
Q2 | $274K | Buy |
14,005
+545
| +4% | +$10.7K | ﹤0.01% | 1041 |
|
|
2024
Q1 | $252K | Buy |
13,460
+2,009
| +18% | +$37.7K | ﹤0.01% | 1066 |
|
|
2023
Q4 | $227K | Sell |
11,451
-1,073
| -9% | -$21.2K | ﹤0.01% | 1033 |
|
|
2023
Q3 | $230K | Buy |
12,524
+1,165
| +10% | +$21.4K | ﹤0.01% | 990 |
|
|
2023
Q2 | $228K | Sell |
11,359
-136
| -1% | -$2.73K | ﹤0.01% | 1011 |
|
|
2023
Q1 | $253K | Buy |
11,495
+737
| +7% | +$16.2K | ﹤0.01% | 947 |
|
|
2022
Q4 | $270K | Buy |
10,758
+203
| +2% | +$5.09K | 0.01% | 891 |
|
|
2022
Q3 | $242K | Buy |
10,555
+177
| +2% | +$4.06K | 0.01% | 968 |
|
|
2022
Q2 | $269K | Sell |
10,378
-3,201
| -24% | -$83K | 0.01% | 960 |
|
|
2022
Q1 | $466K | Sell |
13,579
-4,418
| -25% | -$152K | 0.01% | 836 |
|
|
2021
Q4 | $650K | Sell |
17,997
-21,892
| -55% | -$791K | 0.01% | 767 |
|
|
2021
Q3 | $1.34M | Sell |
39,889
-1,179
| -3% | -$39.5K | 0.02% | 563 |
|
|
2021
Q2 | $1.37M | Sell |
41,068
-1,873
| -4% | -$62.3K | 0.02% | 569 |
|
|
2021
Q1 | $1.36M | Sell |
42,941
-1,884
| -4% | -$59.8K | 0.02% | 546 |
|
|
2020
Q4 | $1.36M | Sell |
44,825
-1,167
| -3% | -$35.3K | 0.02% | 520 |
|
|
2020
Q3 | $1.25M | Sell |
45,992
-259
| -0.6% | -$7.03K | 0.02% | 496 |
|
|
2020
Q2 | $1.28M | Buy |
46,251
+1,058
| +2% | +$29.2K | 0.03% | 458 |
|
|
2020
Q1 | $1.08M | Buy |
45,193
+1,509
| +3% | +$36K | 0.03% | 451 |
|
|
2019
Q4 | $1.51M | Buy |
43,684
+454
| +1% | +$15.7K | 0.03% | 467 |
|
|
2019
Q3 | $1.54M | Sell |
43,230
-581
| -1% | -$20.7K | 0.03% | 458 |
|
|
2019
Q2 | $1.4M | Buy |
43,811
+850
| +2% | +$27.2K | 0.03% | 487 |
|
|
2019
Q1 | $1.35M | Buy |
42,961
+3,680
| +9% | +$115K | 0.03% | 496 |
|
|
2018
Q4 | $1.1M | Sell |
39,281
-2,395
| -6% | -$66.9K | 0.03% | 502 |
|
|
2018
Q3 | $1.1M | Buy |
41,676
+732
| +2% | +$19.3K | 0.03% | 547 |
|
|
2018
Q2 | $1.06M | Buy |
40,944
+1,993
| +5% | +$51.5K | 0.03% | 456 |
|
|
2018
Q1 | $905K | Sell |
38,951
-3,305
| -8% | -$76.8K | 0.03% | 414 |
|
|
2017
Q4 | $1.1M | Buy |
42,256
+1,990
| +5% | +$51.9K | 0.04% | 355 |
|
|
2017
Q3 | $1.12M | Sell |
40,266
-1,569
| -4% | -$43.7K | 0.04% | 361 |
|
|
2017
Q2 | $1.34M | Buy |
41,835
+821
| +2% | +$26.2K | 0.05% | 372 |
|
|
2017
Q1 | $1.28M | Sell |
41,014
-1,641
| -4% | -$51.3K | 0.05% | 365 |
|
|
2016
Q4 | $1.27M | Buy |
42,655
+398
| +0.9% | -$111K | 0.05% | 339 |
|
|
2016
Q3 | $1.6M | Sell |
42,257
-7,563
| -15% | -$287K | 0.07% | 283 |
|
|
2016
Q2 | $1.76M | Sell |
49,820
-17,509
| -26% | -$620K | 0.08% | 266 |
|
|
2016
Q1 | $2.19M | Sell |
67,329
-144,178
| -68% | -$4.7M | 0.11% | 202 |
|
|
2015
Q4 | $8.09M | Buy |
211,507
+7,592
| +4% | +$290K | 0.41% | 50 |
|
|
2015
Q3 | $7.6M | Buy |
203,915
+5,770
| +3% | +$215K | 0.4% | 45 |
|
|
2015
Q2 | $7.23M | Buy |
198,145
+6,577
| +3% | +$240K | 0.33% | 55 |
|
|
2015
Q1 | $8.28M | Buy |
191,568
+20,614
| +12% | +$891K | 0.38% | 45 |
|
|
2014
Q4 | $7.53M | Buy |
170,954
+15,913
| +10% | +$701K | 0.36% | 49 |
|
|
2014
Q3 | $6.16M | Buy |
155,041
+47,184
| +44% | +$1.87M | 0.3% | 60 |
|
|
2014
Q2 | $4.46M | Buy |
107,857
+6,369
| +6% | +$264K | 0.22% | 101 |
|
|
2014
Q1 | $3.94M | Buy |
101,488
+41,456
| +69% | +$1.61M | 0.21% | 110 |
|
|
2013
Q4 | $2.18M | Sell |
60,032
-113
| -0.2% | -$4.1K | 0.11% | 196 |
|
|
2013
Q3 | $2.46M | Sell |
60,145
-4,852
| -7% | -$199K | 0.13% | 165 |
|
|
2013
Q2 | $2.95M | Buy |
+64,997
| New | +$2.95M | 0.16% | 118 |
|