Stifel Financial’s Certara CERT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Sell |
29,172
-1,587
| -5% | -$18.6K | ﹤0.01% | 2975 |
|
|
2025
Q1 | $305K | Buy |
30,759
+1,915
| +7% | +$19K | ﹤0.01% | 2963 |
|
|
2024
Q4 | $307K | Sell |
28,844
-950
| -3% | -$10.1K | ﹤0.01% | 2944 |
|
|
2024
Q3 | $349K | Sell |
29,794
-559
| -2% | -$6.55K | ﹤0.01% | 2880 |
|
|
2024
Q2 | $420K | Buy |
30,353
+1,650
| +6% | +$22.9K | ﹤0.01% | 2734 |
|
|
2024
Q1 | $513K | Buy |
+28,703
| New | +$513K | ﹤0.01% | 2592 |
|
|
2023
Q3 | – | Sell |
-15,700
| Closed | -$286K | – | 3298 |
|
|
2023
Q2 | $286K | Sell |
15,700
-124,285
| -89% | -$2.26M | ﹤0.01% | 2849 |
|
|
2023
Q1 | $3.38M | Buy |
139,985
+8,082
| +6% | +$195K | ﹤0.01% | 1256 |
|
|
2022
Q4 | $2.12M | Sell |
131,903
-13,692
| -9% | -$220K | ﹤0.01% | 1485 |
|
|
2022
Q3 | $1.93M | Sell |
145,595
-4,398
| -3% | -$58.4K | ﹤0.01% | 1499 |
|
|
2022
Q2 | $3.22M | Buy |
149,993
+1,673
| +1% | +$35.9K | 0.01% | 1202 |
|
|
2022
Q1 | $3.19M | Sell |
148,320
-465
| -0.3% | -$9.99K | ﹤0.01% | 1308 |
|
|
2021
Q4 | $4.23M | Buy |
148,785
+139,280
| +1,465% | +$3.96M | 0.01% | 1159 |
|
|
2021
Q3 | $315K | Buy |
9,505
+580
| +6% | +$19.2K | ﹤0.01% | 2872 |
|
|
2021
Q2 | $253K | Buy |
8,925
+916
| +11% | +$26K | ﹤0.01% | 3008 |
|
|
2021
Q1 | $219K | Buy |
+8,009
| New | +$219K | ﹤0.01% | 2972 |
|