Stifel Financial’s BILL Holdings BILL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13,420
| Closed | -$616K | – | 3476 |
|
|
2025
Q1 | $616K | Buy |
13,420
+6,836
| +104% | +$314K | ﹤0.01% | 2551 |
|
|
2024
Q4 | $558K | Buy |
+6,584
| New | +$558K | ﹤0.01% | 2607 |
|
|
2024
Q1 | – | Sell |
-22,800
| Closed | -$1.86M | – | 3344 |
|
|
2023
Q4 | $1.86M | Sell |
22,800
-2,368
| -9% | -$193K | ﹤0.01% | 1724 |
|
|
2023
Q3 | $2.73M | Sell |
25,168
-15,846
| -39% | -$1.72M | ﹤0.01% | 1390 |
|
|
2023
Q2 | $4.79M | Sell |
41,014
-1,951
| -5% | -$228K | 0.01% | 1065 |
|
|
2023
Q1 | $3.49M | Sell |
42,965
-1,535
| -3% | -$125K | 0.01% | 1236 |
|
|
2022
Q4 | $4.85M | Sell |
44,500
-5,400
| -11% | -$588K | 0.01% | 1003 |
|
|
2022
Q3 | $6.61M | Sell |
49,900
-2,451
| -5% | -$324K | 0.01% | 806 |
|
|
2022
Q2 | $5.76M | Sell |
52,351
-572
| -1% | -$62.9K | 0.01% | 906 |
|
|
2022
Q1 | $12M | Buy |
52,923
+12,801
| +32% | +$2.9M | 0.02% | 646 |
|
|
2021
Q4 | $10M | Sell |
40,122
-234
| -0.6% | -$58.3K | 0.01% | 744 |
|
|
2021
Q3 | $10.8M | Sell |
40,356
-13,430
| -25% | -$3.59M | 0.02% | 695 |
|
|
2021
Q2 | $9.85M | Buy |
53,786
+146
| +0.3% | +$26.7K | 0.01% | 713 |
|
|
2021
Q1 | $7.81M | Buy |
53,640
+10,523
| +24% | +$1.53M | 0.01% | 761 |
|
|
2020
Q4 | $5.89M | Buy |
43,117
+602
| +1% | +$82.2K | 0.01% | 811 |
|
|
2020
Q3 | $4.27M | Buy |
42,515
+867
| +2% | +$87K | 0.01% | 847 |
|
|
2020
Q2 | $3.76M | Buy |
+41,648
| New | +$3.76M | 0.01% | 844 |
|