Steward Partners Investment Advisory’s Tiptree Inc TIPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.9K | Sell |
2,285
-25
| -1% | -$589 | ﹤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% | +$12.7K | ﹤0.01% | 2296 |
|
|
2024
Q2 | $26.3K | Buy |
1,594
+76
| +5% | +$1.25K | ﹤0.01% | 2403 |
|
|
2024
Q1 | $26.2K | Buy |
1,518
+31
| +2% | +$536 | ﹤0.01% | 2402 |
|
|
2023
Q4 | $28.2K | Buy |
1,487
+136
| +10% | +$2.58K | ﹤0.01% | 2229 |
|
|
2023
Q3 | $22.6K | Buy |
1,351
+277
| +26% | +$4.64K | ﹤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% | +$1.52K | ﹤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 | +$12K | ﹤0.01% | 2599 |
|