Stifel Financial’s Casella Waste Systems CWST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.73M Buy
32,331
+1,054
+3% +$122K ﹤0.01% 1420
2025
Q1
$3.49M Sell
31,277
-3,748
-11% -$418K ﹤0.01% 1392
2024
Q4
$3.71M Buy
35,025
+3,462
+11% +$366K ﹤0.01% 1372
2024
Q3
$3.14M Buy
31,563
+5,888
+23% +$586K ﹤0.01% 1491
2024
Q2
$2.55M Sell
25,675
-370
-1% -$36.7K ﹤0.01% 1559
2024
Q1
$2.58M Buy
26,045
+340
+1% +$33.6K ﹤0.01% 1544
2023
Q4
$2.2M Sell
25,705
-2,044
-7% -$175K ﹤0.01% 1605
2023
Q3
$2.12M Buy
27,749
+8,711
+46% +$665K ﹤0.01% 1555
2023
Q2
$1.72M Buy
19,038
+2,286
+14% +$207K ﹤0.01% 1733
2023
Q1
$1.38M Sell
16,752
-1,311
-7% -$108K ﹤0.01% 1808
2022
Q4
$1.43M Buy
18,063
+248
+1% +$19.7K ﹤0.01% 1752
2022
Q3
$1.36M Sell
17,815
-271
-1% -$20.7K ﹤0.01% 1745
2022
Q2
$1.31M Sell
18,086
-458
-2% -$33.3K ﹤0.01% 1800
2022
Q1
$1.63M Buy
18,544
+44
+0.2% +$3.86K ﹤0.01% 1774
2021
Q4
$1.58M Buy
18,500
+251
+1% +$21.5K ﹤0.01% 1794
2021
Q3
$1.39M Sell
18,249
-1,834
-9% -$139K ﹤0.01% 1839
2021
Q2
$1.27M Sell
20,083
-1,470
-7% -$93.2K ﹤0.01% 1916
2021
Q1
$1.37M Buy
21,553
+1,030
+5% +$65.5K ﹤0.01% 1785
2020
Q4
$1.27M Sell
20,523
-431
-2% -$26.7K ﹤0.01% 1675
2020
Q3
$1.17M Sell
20,954
-1,238
-6% -$69.2K ﹤0.01% 1524
2020
Q2
$1.16M Sell
22,192
-1,204
-5% -$62.7K ﹤0.01% 1457
2020
Q1
$935K Buy
23,396
+14,270
+156% +$570K ﹤0.01% 1476
2019
Q4
$419K Sell
9,126
-442
-5% -$20.3K ﹤0.01% 2367
2019
Q3
$414K Sell
9,568
-21,321
-69% -$923K ﹤0.01% 2268
2019
Q2
$1.23M Buy
30,889
+1,909
+7% +$75.9K ﹤0.01% 1675
2019
Q1
$1.03M Buy
28,980
+19,514
+206% +$695K ﹤0.01% 1631
2018
Q4
$272K Sell
9,466
-318
-3% -$9.14K ﹤0.01% 2290
2018
Q3
$304K Buy
9,784
+1,391
+17% +$43.2K ﹤0.01% 2355
2018
Q2
$214K Buy
+8,393
New +$214K ﹤0.01% 2516
2014
Q3
Sell
-28,278
Closed -$142K 2192
2014
Q2
$142K Sell
28,278
-805
-3% -$4.04K ﹤0.01% 2052
2014
Q1
$149K Buy
+29,083
New +$149K ﹤0.01% 1960