Stephens Inc’s Terex TEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-82,630
| Closed | -$4M | – | 1283 |
|
|
2023
Q1 | $4M | Buy |
+82,630
| New | +$4M | 0.08% | 265 |
|
|
2014
Q3 | – | Sell |
-10,099
| Closed | -$415K | – | 865 |
|
|
2014
Q2 | $415K | Buy |
10,099
+48
| +0.5% | +$1.97K | 0.02% | 542 |
|
|
2014
Q1 | $445K | Buy |
10,051
+146
| +1% | +$6.46K | 0.02% | 498 |
|
|
2013
Q4 | $416K | Buy |
9,905
+70
| +0.7% | +$2.94K | 0.02% | 560 |
|
|
2013
Q3 | $330K | Hold |
9,835
| – | – | 0.02% | 573 |
|
|
2013
Q2 | $259K | Buy |
+9,835
| New | +$259K | 0.01% | 570 |
|