Stifel Financial’s Clearwater Analytics CWAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Buy |
114,250
+8,718
| +8% | +$191K | ﹤0.01% | 1675 |
|
|
2025
Q1 | $2.83M | Sell |
105,532
-83,584
| -44% | -$2.24M | ﹤0.01% | 1520 |
|
|
2024
Q4 | $5.2M | Buy |
189,116
+2,889
| +2% | +$79.5K | 0.01% | 1192 |
|
|
2024
Q3 | $4.7M | Buy |
186,227
+10,378
| +6% | +$262K | ﹤0.01% | 1244 |
|
|
2024
Q2 | $3.26M | Sell |
175,849
-5,171
| -3% | -$95.8K | ﹤0.01% | 1396 |
|
|
2024
Q1 | $3.2M | Buy |
181,020
+40,032
| +28% | +$708K | ﹤0.01% | 1401 |
|
|
2023
Q4 | $2.82M | Buy |
140,988
+51,357
| +57% | +$1.03M | ﹤0.01% | 1440 |
|
|
2023
Q3 | $1.73M | Sell |
89,631
-278
| -0.3% | -$5.38K | ﹤0.01% | 1687 |
|
|
2023
Q2 | $1.43M | Sell |
89,909
-853
| -0.9% | -$13.5K | ﹤0.01% | 1844 |
|
|
2023
Q1 | $1.45M | Buy |
90,762
+3,095
| +4% | +$49.4K | ﹤0.01% | 1777 |
|
|
2022
Q4 | $1.64M | Sell |
87,667
-2,847
| -3% | -$53.4K | ﹤0.01% | 1666 |
|
|
2022
Q3 | $1.52M | Sell |
90,514
-1,146
| -1% | -$19.2K | ﹤0.01% | 1653 |
|
|
2022
Q2 | $1.1M | Buy |
91,660
+135
| +0.1% | +$1.63K | ﹤0.01% | 1924 |
|
|
2022
Q1 | $1.92M | Buy |
91,525
+46,493
| +103% | +$976K | ﹤0.01% | 1641 |
|
|
2021
Q4 | $1.03M | Buy |
+45,032
| New | +$1.03M | ﹤0.01% | 2101 |
|