Stephens Inc’s Unity U Stock Holding History

Stephens Inc’s Portfolio U Stock Details U Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$474K	Buy
2025 Q2	$275K	Buy
2022 Q3	–	Sell
2022 Q2	$156K	Buy
2022 Q1	$364K	Sell
2021 Q4	$602K	Buy
2021 Q3	$483K	Buy
2021 Q2	$95K	Buy
2021 Q1	$5K	Buy
2020 Q4	$4K	Hold
2020 Q3	$2K	Buy