Stifel Financial’s Accolade, Inc. Common Stock ACCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-32,185
| Closed | -$225K | – | 3605 |
|
|
2025
Q1 | $225K | Sell |
32,185
-345,036
| -91% | -$2.41M | ﹤0.01% | 3130 |
|
|
2024
Q4 | $1.29M | Buy |
377,221
+45,095
| +14% | +$154K | ﹤0.01% | 2081 |
|
|
2024
Q3 | $1.28M | Buy |
332,126
+57,239
| +21% | +$220K | ﹤0.01% | 2055 |
|
|
2024
Q2 | $984K | Buy |
274,887
+97,275
| +55% | +$348K | ﹤0.01% | 2173 |
|
|
2024
Q1 | $1.86M | Buy |
177,612
+32,875
| +23% | +$345K | ﹤0.01% | 1771 |
|
|
2023
Q4 | $1.74M | Buy |
144,737
+14,335
| +11% | +$172K | ﹤0.01% | 1772 |
|
|
2023
Q3 | $1.38M | Buy |
130,402
+6,621
| +5% | +$70.1K | ﹤0.01% | 1836 |
|
|
2023
Q2 | $1.67M | Buy |
123,781
+4,111
| +3% | +$55.4K | ﹤0.01% | 1755 |
|
|
2023
Q1 | $1.72M | Buy |
119,670
+20,434
| +21% | +$294K | ﹤0.01% | 1678 |
|
|
2022
Q4 | $773K | Buy |
99,236
+7,275
| +8% | +$56.7K | ﹤0.01% | 2188 |
|
|
2022
Q3 | $1.05M | Sell |
91,961
-28,952
| -24% | -$331K | ﹤0.01% | 1945 |
|
|
2022
Q2 | $895K | Buy |
120,913
+45,616
| +61% | +$338K | ﹤0.01% | 2087 |
|
|
2022
Q1 | $1.32M | Buy |
75,297
+31,007
| +70% | +$544K | ﹤0.01% | 1918 |
|
|
2021
Q4 | $1.17M | Buy |
44,290
+18,580
| +72% | +$490K | ﹤0.01% | 2007 |
|
|
2021
Q3 | $1.08M | Buy |
25,710
+11,736
| +84% | +$495K | ﹤0.01% | 2032 |
|
|
2021
Q2 | $759K | Buy |
13,974
+6,931
| +98% | +$376K | ﹤0.01% | 2307 |
|
|
2021
Q1 | $320K | Buy |
+7,043
| New | +$320K | ﹤0.01% | 2746 |
|