Stifel Financial’s Certara CERT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$102K Sell
17,980
-10,864
-38% -$82.9K ﹤0.01% 3530
2025
Q4
$254K Buy
28,844
+468
+2% +$4.82K ﹤0.01% 3250
2025
Q3
$347K Sell
28,376
-796
-3% -$8.71K ﹤0.01% 3028
2025
Q2
$341K Sell
29,172
-1,587
-5% -$18.8K ﹤0.01% 2975
2025
Q1
$305K Buy
30,759
+1,915
+7% +$23.3K ﹤0.01% 2963
2024
Q4
$307K Sell
28,844
-950
-3% -$10.3K ﹤0.01% 2944
2024
Q3
$349K Sell
29,794
-559
-2% -$7.38K ﹤0.01% 2880
2024
Q2
$420K Buy
30,353
+1,650
+6% +$27.1K ﹤0.01% 2734
2024
Q1
$513K Buy
+28,703
New +$495K ﹤0.01% 2592
2023
Q3
Sell
-15,700
Closed -$286K 3298
2023
Q2
$286K Sell
15,700
-124,285
-89% -$2.62M ﹤0.01% 2849
2023
Q1
$3.38M Buy
139,985
+8,082
+6% +$160K ﹤0.01% 1256
2022
Q4
$2.12M Sell
131,903
-13,692
-9% -$199K ﹤0.01% 1485
2022
Q3
$1.93M Sell
145,595
-4,398
-3% -$81.3K ﹤0.01% 1499
2022
Q2
$3.22M Buy
149,993
+1,673
+1% +$33K 0.01% 1202
2022
Q1
$3.19M Sell
148,320
-465
-0.3% -$11.2K ﹤0.01% 1308
2021
Q4
$4.23M Buy
148,785
+139,280
+1,465% +$4.69M 0.01% 1159
2021
Q3
$315K Buy
9,505
+580
+6% +$17.5K ﹤0.01% 2872
2021
Q2
$253K Buy
8,925
+916
+11% +$25.4K ﹤0.01% 3008
2021
Q1
$219K Buy
+8,009
New +$266K ﹤0.01% 2972

Other funds holding CERT