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
2025
Q2
$53.9K Sell
2025
Q1
$55.6K Hold
2024
Q4
$48.2K Buy
2024
Q3
$43.9K Buy
2024
Q2
$26.3K Buy
2024
Q1
$26.2K Buy
2023
Q4
$28.2K Buy
2023
Q3
$22.6K Buy
2023
Q2
$16.1K Hold
2023
Q1
$15.6K Hold
2022
Q4
$14.9K Buy
2022
Q3
$10K Hold
2022
Q2
$10K Hold
2022
Q1
$12K Buy