Stephens Inc’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $211K | Sell |
1,334
-142
| -10% | -$26.1K | ﹤0.01% | 1189 |
|
|
2025
Q4 | $372K | Buy |
1,476
+28
| +2% | +$6.74K | ﹤0.01% | 955 |
|
|
2025
Q3 | $381K | Sell |
1,448
-693
| -32% | -$202K | ﹤0.01% | 946 |
|
|
2025
Q2 | $865K | Buy |
2,141
+658
| +44% | +$275K | 0.01% | 663 |
|
|
2025
Q1 | $622K | Sell |
1,483
-74
| -5% | -$36.5K | 0.01% | 739 |
|
|
2024
Q4 | $754K | Sell |
1,557
-741
| -32% | -$382K | 0.01% | 682 |
|
|
2024
Q3 | $1.16M | Sell |
2,298
-315
| -12% | -$151K | 0.02% | 564 |
|
|
2024
Q2 | $1.17M | Sell |
2,613
-125
| -5% | -$55.6K | 0.02% | 543 |
|
|
2024
Q1 | $1.31M | Sell |
2,738
-128
| -4% | -$58.9K | 0.02% | 515 |
|
|
2023
Q4 | $1.29M | Sell |
2,866
-290
| -9% | -$116K | 0.02% | 486 |
|
|
2023
Q3 | $1.08M | Sell |
3,156
-6,243
| -66% | -$2.18M | 0.02% | 496 |
|
|
2023
Q2 | $3.29M | Sell |
9,399
-3,980
| -30% | -$1.3M | 0.06% | 301 |
|
|
2023
Q1 | $4.36M | Sell |
13,379
-595
| -4% | -$197K | 0.08% | 245 |
|
|
2022
Q4 | $4.7M | Sell |
13,974
-855
| -6% | -$276K | 0.1% | 213 |
|
|
2022
Q3 | $4.1M | Sell |
14,829
-2,724
| -16% | -$764K | 0.09% | 238 |
|
|
2022
Q2 | $4.25M | Sell |
17,553
-4,377
| -20% | -$1.16M | 0.09% | 247 |
|
|
2022
Q1 | $6.52M | Sell |
21,930
-3,374
| -13% | -$977K | 0.11% | 206 |
|
|
2021
Q4 | $8.46M | Buy |
25,304
+298
| +1% | +$95.8K | 0.13% | 175 |
|
|
2021
Q3 | $7.6M | Sell |
25,006
-2,186
| -8% | -$634K | 0.12% | 185 |
|
|
2021
Q2 | $6.59M | Sell |
27,192
-7,544
| -22% | -$1.65M | 0.1% | 222 |
|
|
2021
Q1 | $6.34M | Buy |
34,736
+860
| +3% | +$150K | 0.1% | 204 |
|
|
2020
Q4 | $5.43M | Buy |
33,876
+1,806
| +6% | +$260K | 0.1% | 223 |
|
|
2020
Q3 | $4.01M | Buy |
32,070
+975
| +3% | +$124K | 0.08% | 248 |
|
|
2020
Q2 | $3.77M | Buy |
31,095
+188
| +0.6% | +$21.7K | 0.08% | 245 |
|
|
2020
Q1 | $3.08M | Buy |
30,907
+6,770
| +28% | +$928K | 0.08% | 255 |
|
|
2019
Q4 | $3.72M | Sell |
24,137
-274
| -1% | -$41.8K | 0.08% | 275 |
|
|
2019
Q3 | $3.49M | Buy |
24,411
+2,156
| +10% | +$313K | 0.08% | 276 |
|
|
2019
Q2 | $3.58M | Buy |
22,255
+497
| +2% | +$77.7K | 0.08% | 270 |
|
|
2019
Q1 | $3.3M | Buy |
21,758
+4,647
| +27% | +$645K | 0.08% | 291 |
|
|
2018
Q4 | $2.19M | Sell |
17,111
-5,022
| -23% | -$724K | 0.06% | 335 |
|
|
2018
Q3 | $3.51M | Buy |
+22,133
| New | +$3.21M | 0.09% | 285 |
|
|
2017
Q3 | – | Sell |
-14,201
| Closed | -$1.75M | – | 786 |
|
|
2017
Q2 | $1.75M | Buy |
14,201
+5,140
| +57% | +$597K | 0.06% | 318 |
|
|
2017
Q1 | $978K | Buy |
9,061
+96
| +1% | +$9.89K | 0.04% | 426 |
|
|
2016
Q4 | $906K | Sell |
8,965
-57
| -0.6% | -$5.51K | 0.04% | 385 |
|
|
2016
Q3 | $798K | Sell |
9,022
-233
| -3% | -$21.9K | 0.03% | 411 |
|
|
2016
Q2 | $902K | Buy |
9,255
+96
| +1% | +$9.12K | 0.04% | 374 |
|
|
2016
Q1 | $818K | Buy |
9,159
+340
| +4% | +$28.7K | 0.04% | 365 |
|
|
2015
Q4 | $800K | Buy |
8,819
+395
| +5% | +$35K | 0.04% | 363 |
|
|
2015
Q3 | $707K | Buy |
8,424
+114
| +1% | +$9.93K | 0.04% | 375 |
|
|
2015
Q2 | $713K | Buy |
8,310
+357
| +4% | +$30.6K | 0.03% | 424 |
|
|
2015
Q1 | $667K | Buy |
7,953
+566
| +8% | +$46.7K | 0.03% | 447 |
|
|
2014
Q4 | $622K | Sell |
7,387
-334
| -4% | -$27.1K | 0.03% | 459 |
|
|
2014
Q3 | $567K | Sell |
7,721
-2,163
| -22% | -$157K | 0.03% | 462 |
|
|
2014
Q2 | $697K | Buy |
9,884
+5
| +0.1% | +$348 | 0.04% | 407 |
|
|
2014
Q1 | $686K | Buy |
9,879
+157
| +2% | +$10.9K | 0.04% | 399 |
|
|
2013
Q4 | $691K | Buy |
9,722
+2,575
| +36% | +$163K | 0.03% | 420 |
|
|
2013
Q3 | $429K | Sell |
7,147
-1,215
| -15% | -$71.5K | 0.02% | 510 |
|
|
2013
Q2 | $477K | Buy |
+8,362
| New | +$475K | 0.03% | 440 |
|
Other funds holding IT
IFP
VCM
VPM
