Steward Partners Investment Advisory’s Tiptree Inc TIPT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18K	Sell	1,064 -382	-26%	-$6.54K	﹤0.01%	3283
2025 Q4	$26.4K	Sell	1,446 -819	-36%	-$14.9K	﹤0.01%	3016
2025 Q3	$43.4K	Sell	2,265 -20	-0.9%	-$445	﹤0.01%	2680
2025 Q2	$53.9K	Sell	2,285 -25	-1%	-$558	﹤0.01%	2438
2025 Q1	$55.6K	Hold	2,310	–	–	﹤0.01%	2329
2024 Q4	$48.2K	Buy	2,310 +65	+3%	+$1.36K	﹤0.01%	2358
2024 Q3	$43.9K	Buy	2,245 +651	+41%	+$12.1K	﹤0.01%	2296
2024 Q2	$26.3K	Buy	1,594 +76	+5%	+$1.27K	﹤0.01%	2403
2024 Q1	$26.2K	Buy	1,518 +31	+2%	+$556	﹤0.01%	2402
2023 Q4	$28.2K	Buy	1,487 +136	+10%	+$2.35K	﹤0.01%	2229
2023 Q3	$22.6K	Buy	1,351 +277	+26%	+$4.4K	﹤0.01%	2243
2023 Q2	$16.1K	Hold	1,074	–	–	﹤0.01%	2389
2023 Q1	$15.6K	Hold	1,074	–	–	﹤0.01%	2358
2022 Q4	$14.9K	Buy	1,074 +110	+11%	+$1.42K	﹤0.01%	2386
2022 Q3	$10K	Hold	964	–	–	﹤0.01%	2549
2022 Q2	$10K	Hold	964	–	–	﹤0.01%	2526
2022 Q1	$12K	Buy	+964	New	+$12.4K	﹤0.01%	2599