Stifel Financial’s Clearwater Analytics CWAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $639K | Sell |
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|
2025
Q2 | $2.51M | Buy |
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|
2025
Q1 | $2.83M | Sell |
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|
2024
Q4 | $5.2M | Buy |
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|
2024
Q3 | $4.7M | Buy |
|
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|
2024
Q2 | $3.26M | Sell |
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|
2024
Q1 | $3.2M | Buy |
|
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|
2023
Q4 | $2.82M | Buy |
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|
2023
Q3 | $1.73M | Sell |
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|
2023
Q2 | $1.43M | Sell |
|
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|
2023
Q1 | $1.45M | Buy |
|
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|
2022
Q4 | $1.64M | Sell |
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|
2022
Q3 | $1.52M | Sell |
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|
2022
Q2 | $1.1M | Buy |
|
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|
2022
Q1 | $1.92M | Buy |
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|
2021
Q4 | $1.03M | Buy |
|