Stifel Financial’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $807K | Sell |
5,663
-3,117
| -36% | -$444K | ﹤0.01% | 2478 |
|
|
2025
Q1 | $1.34M | Buy |
8,780
+2,843
| +48% | +$435K | ﹤0.01% | 2036 |
|
|
2024
Q4 | $888K | Buy |
5,937
+185
| +3% | +$27.7K | ﹤0.01% | 2326 |
|
|
2024
Q3 | $943K | Buy |
5,752
+53
| +0.9% | +$8.69K | ﹤0.01% | 2266 |
|
|
2024
Q2 | $790K | Sell |
5,699
-65
| -1% | -$9.01K | ﹤0.01% | 2324 |
|
|
2024
Q1 | $796K | Sell |
5,764
-49
| -0.8% | -$6.76K | ﹤0.01% | 2331 |
|
|
2023
Q4 | $609K | Sell |
5,813
-1,172
| -17% | -$123K | ﹤0.01% | 2462 |
|
|
2023
Q3 | $660K | Sell |
6,985
-119
| -2% | -$11.2K | ﹤0.01% | 2336 |
|
|
2023
Q2 | $714K | Sell |
7,104
-107
| -1% | -$10.8K | ﹤0.01% | 2299 |
|
|
2023
Q1 | $585K | Sell |
7,211
-351
| -5% | -$28.5K | ﹤0.01% | 2426 |
|
|
2022
Q4 | $565K | Sell |
7,562
-50,158
| -87% | -$3.75M | ﹤0.01% | 2401 |
|
|
2022
Q3 | $4.78M | Sell |
57,720
-551
| -0.9% | -$45.6K | 0.01% | 980 |
|
|
2022
Q2 | $4.66M | Buy |
58,271
+49,150
| +539% | +$3.93M | 0.01% | 1006 |
|
|
2022
Q1 | $1.03M | Sell |
9,121
-146
| -2% | -$16.5K | ﹤0.01% | 2092 |
|
|
2021
Q4 | $1.06M | Sell |
9,267
-21
| -0.2% | -$2.39K | ﹤0.01% | 2083 |
|
|
2021
Q3 | $1.08M | Sell |
9,288
-300
| -3% | -$34.9K | ﹤0.01% | 2036 |
|
|
2021
Q2 | $1.15M | Sell |
9,588
-4,312
| -31% | -$519K | ﹤0.01% | 1987 |
|
|
2021
Q1 | $1.5M | Sell |
13,900
-849
| -6% | -$91.6K | ﹤0.01% | 1702 |
|
|
2020
Q4 | $1.73M | Sell |
14,749
-959
| -6% | -$113K | ﹤0.01% | 1476 |
|
|
2020
Q3 | $1.35M | Sell |
15,708
-485
| -3% | -$41.6K | ﹤0.01% | 1437 |
|
|
2020
Q2 | $1.28M | Sell |
16,193
-486
| -3% | -$38.4K | ﹤0.01% | 1402 |
|
|
2020
Q1 | $1.27M | Buy |
16,679
+2,492
| +18% | +$190K | ﹤0.01% | 1282 |
|
|
2019
Q4 | $1.07M | Buy |
14,187
+1,856
| +15% | +$140K | ﹤0.01% | 1778 |
|
|
2019
Q3 | $705K | Buy |
12,331
+1,194
| +11% | +$68.3K | ﹤0.01% | 1972 |
|
|
2019
Q2 | $629K | Buy |
11,137
+445
| +4% | +$25.1K | ﹤0.01% | 2082 |
|
|
2019
Q1 | $579K | Buy |
10,692
+2,867
| +37% | +$155K | ﹤0.01% | 1978 |
|
|
2018
Q4 | $402K | Sell |
7,825
-141,680
| -95% | -$7.28M | ﹤0.01% | 2062 |
|
|
2018
Q3 | $10.8M | Sell |
149,505
-9,661
| -6% | -$696K | 0.03% | 507 |
|
|
2018
Q2 | $11.1M | Buy |
159,166
+4,220
| +3% | +$293K | 0.03% | 505 |
|
|
2018
Q1 | $10.2M | Buy |
154,946
+4,681
| +3% | +$309K | 0.03% | 526 |
|
|
2017
Q4 | $10.9M | Sell |
150,265
-5,087
| -3% | -$368K | 0.03% | 495 |
|
|
2017
Q3 | $9.23M | Buy |
155,352
+2,488
| +2% | +$148K | 0.03% | 539 |
|
|
2017
Q2 | $9.89M | Buy |
152,864
+1,877
| +1% | +$121K | 0.04% | 483 |
|
|
2017
Q1 | $10.3M | Sell |
150,987
-12,484
| -8% | -$850K | 0.04% | 453 |
|
|
2016
Q4 | $10.5M | Buy |
163,471
+1,091
| +0.7% | +$70.1K | 0.04% | 398 |
|
|
2016
Q3 | $10.7M | Sell |
162,380
-624
| -0.4% | -$41.3K | 0.05% | 359 |
|
|
2016
Q2 | $12.6M | Buy |
163,004
+7,448
| +5% | +$576K | 0.06% | 317 |
|
|
2016
Q1 | $11.4M | Sell |
155,556
-7,284
| -4% | -$535K | 0.06% | 299 |
|
|
2015
Q4 | $11.4M | Sell |
162,840
-12,840
| -7% | -$895K | 0.06% | 322 |
|
|
2015
Q3 | $12.7M | Buy |
175,680
+113,832
| +184% | +$8.23M | 0.07% | 293 |
|
|
2015
Q2 | $4.92M | Buy |
61,848
+1,058
| +2% | +$84.1K | 0.03% | 583 |
|
|
2015
Q1 | $4.94M | Sell |
60,790
-38,697
| -39% | -$3.15M | 0.03% | 623 |
|
|
2014
Q4 | $7.54M | Buy |
99,487
+85,533
| +613% | +$6.48M | 0.04% | 476 |
|
|
2014
Q3 | $1.02M | Buy |
13,954
+377
| +3% | +$27.6K | 0.01% | 1118 |
|
|
2014
Q2 | $982K | Buy |
13,577
+405
| +3% | +$29.3K | 0.01% | 1131 |
|
|
2014
Q1 | $907K | Buy |
+13,172
| New | +$907K | 0.01% | 1131 |
|