Stifel Financial’s Clarus CLAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $114K | Buy |
41,765
+2,459
| +6% | +$8.07K | ﹤0.01% | 3522 |
|
|
2025
Q4 | $132K | Sell |
39,306
-472,356
| -92% | -$1.61M | ﹤0.01% | 3453 |
|
|
2025
Q3 | $1.79M | Buy |
511,662
+9,379
| +2% | +$33.9K | ﹤0.01% | 1990 |
|
|
2025
Q2 | $1.74M | Buy |
502,283
+21,241
| +4% | +$71.9K | ﹤0.01% | 1947 |
|
|
2025
Q1 | $1.8M | Buy |
481,042
+164,211
| +52% | +$736K | ﹤0.01% | 1836 |
|
|
2024
Q4 | $1.43M | Buy |
316,831
+17,602
| +6% | +$79K | ﹤0.01% | 2016 |
|
|
2024
Q3 | $1.35M | Buy |
299,229
+36,517
| +14% | +$184K | ﹤0.01% | 2024 |
|
|
2024
Q2 | $1.77M | Buy |
262,712
+10,414
| +4% | +$68.7K | ﹤0.01% | 1802 |
|
|
2024
Q1 | $1.7M | Buy |
252,298
+67,956
| +37% | +$419K | ﹤0.01% | 1843 |
|
|
2023
Q4 | $1.27M | Buy |
184,342
+21,414
| +13% | +$126K | ﹤0.01% | 1989 |
|
|
2023
Q3 | $1.23M | Buy |
162,928
+14,879
| +10% | +$119K | ﹤0.01% | 1899 |
|
|
2023
Q2 | $1.35M | Buy |
148,049
+34,366
| +30% | +$303K | ﹤0.01% | 1881 |
|
|
2023
Q1 | $1.07M | Buy |
113,683
+36,412
| +47% | +$342K | ﹤0.01% | 2000 |
|
|
2022
Q4 | $606K | Buy |
77,271
+21,575
| +39% | +$210K | ﹤0.01% | 2364 |
|
|
2022
Q3 | $750K | Buy |
55,696
+11,221
| +25% | +$218K | ﹤0.01% | 2162 |
|
|
2022
Q2 | $845K | Buy |
44,475
+27,827
| +167% | +$581K | ﹤0.01% | 2123 |
|
|
2022
Q1 | $379K | Sell |
16,648
-3,757
| -18% | -$87K | ﹤0.01% | 2734 |
|
|
2021
Q4 | $566K | Buy |
20,405
+352
| +2% | +$9.72K | ﹤0.01% | 2524 |
|
|
2021
Q3 | $514K | Buy |
20,053
+1,118
| +6% | +$30.9K | ﹤0.01% | 2556 |
|
|
2021
Q2 | $487K | Sell |
18,935
-13,789
| -42% | -$294K | ﹤0.01% | 2599 |
|
|
2021
Q1 | $558K | Buy |
32,724
+593
| +2% | +$10.1K | ﹤0.01% | 2410 |
|
|
2020
Q4 | $495K | Buy |
32,131
+14,017
| +77% | +$213K | ﹤0.01% | 2318 |
|
|
2020
Q3 | $256K | Buy |
+18,114
| New | +$226K | ﹤0.01% | 2492 |
|
|
2020
Q2 | – | Sell |
-13,703
| Closed | -$134K | – | 2864 |
|
|
2020
Q1 | $134K | Sell |
13,703
-458
| -3% | -$5.52K | ﹤0.01% | 2531 |
|
|
2019
Q4 | $190K | Sell |
14,161
-2,023
| -13% | -$25K | ﹤0.01% | 2781 |
|
|
2019
Q3 | $189K | Sell |
16,184
-6,480
| -29% | -$80.4K | ﹤0.01% | 2668 |
|
|
2019
Q2 | $324K | Sell |
22,664
-19,487
| -46% | -$260K | ﹤0.01% | 2457 |
|
|
2019
Q1 | $536K | Buy |
42,151
+205
| +0.5% | +$2.31K | ﹤0.01% | 2026 |
|
|
2018
Q4 | $421K | Sell |
41,946
-2,935
| -7% | -$30.7K | ﹤0.01% | 2033 |
|
|
2018
Q3 | $495K | Buy |
44,881
+19,408
| +76% | +$187K | ﹤0.01% | 2097 |
|
|
2018
Q2 | $208K | Buy |
25,473
+4,382
| +21% | +$31.6K | ﹤0.01% | 2531 |
|
|
2018
Q1 | $142K | Hold |
21,091
| – | – | ﹤0.01% | 2529 |
|
|
2017
Q4 | $165K | Hold |
21,091
| – | – | ﹤0.01% | 2479 |
|
|
2017
Q3 | $158K | Buy |
21,091
+100
| +0.5% | +$687 | ﹤0.01% | 2422 |
|
|
2017
Q2 | $139K | Buy |
20,991
+402
| +2% | +$2.36K | ﹤0.01% | 2416 |
|
|
2017
Q1 | $112K | Buy |
+20,589
| New | +$115K | ﹤0.01% | 2417 |
|
Other funds holding CLAR
GF
VCM
PL
PCM
PLC