Stifel Financial’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-33,215
| Closed | -$2.08M | – | 3521 |
|
|
2024
Q3 | $2.08M | Sell |
33,215
-3,707
| -10% | -$232K | ﹤0.01% | 1743 |
|
|
2024
Q2 | $2.31M | Buy |
36,922
+5,983
| +19% | +$374K | ﹤0.01% | 1624 |
|
|
2024
Q1 | $1.79M | Buy |
30,939
+2,985
| +11% | +$173K | ﹤0.01% | 1796 |
|
|
2023
Q4 | $1.38M | Buy |
27,954
+2,368
| +9% | +$117K | ﹤0.01% | 1929 |
|
|
2023
Q3 | $1.13M | Buy |
25,586
+539
| +2% | +$23.7K | ﹤0.01% | 1977 |
|
|
2023
Q2 | $1.49M | Buy |
25,047
+2,199
| +10% | +$131K | ﹤0.01% | 1817 |
|
|
2023
Q1 | $1.34M | Sell |
22,848
-3,492
| -13% | -$205K | ﹤0.01% | 1832 |
|
|
2022
Q4 | $1.63M | Buy |
26,340
+3,395
| +15% | +$209K | ﹤0.01% | 1675 |
|
|
2022
Q3 | $1.02M | Buy |
22,945
+3,732
| +19% | +$166K | ﹤0.01% | 1960 |
|
|
2022
Q2 | $1.01M | Sell |
19,213
-2
| -0% | -$106 | ﹤0.01% | 1989 |
|
|
2022
Q1 | $1.43M | Sell |
19,215
-436
| -2% | -$32.4K | ﹤0.01% | 1874 |
|
|
2021
Q4 | $1.56M | Buy |
19,651
+6
| +0% | +$476 | ﹤0.01% | 1805 |
|
|
2021
Q3 | $1.58M | Sell |
19,645
-8,628
| -31% | -$693K | ﹤0.01% | 1738 |
|
|
2021
Q2 | $2.15M | Sell |
28,273
-3,117
| -10% | -$236K | ﹤0.01% | 1559 |
|
|
2021
Q1 | $2.27M | Sell |
31,390
-2,947
| -9% | -$213K | ﹤0.01% | 1447 |
|
|
2020
Q4 | $2.83M | Sell |
34,337
-2,079
| -6% | -$171K | 0.01% | 1174 |
|
|
2020
Q3 | $2.81M | Buy |
36,416
+2,141
| +6% | +$165K | 0.01% | 1047 |
|
|
2020
Q2 | $2.52M | Buy |
34,275
+185
| +0.5% | +$13.6K | 0.01% | 1039 |
|
|
2020
Q1 | $1.83M | Buy |
34,090
+465
| +1% | +$25K | 0.01% | 1080 |
|
|
2019
Q4 | $2.34M | Buy |
33,625
+3,048
| +10% | +$212K | ﹤0.01% | 1241 |
|
|
2019
Q3 | $1.74M | Buy |
30,577
+615
| +2% | +$34.9K | ﹤0.01% | 1410 |
|
|
2019
Q2 | $2.05M | Buy |
29,962
+1,554
| +5% | +$106K | 0.01% | 1315 |
|
|
2019
Q1 | $1.86M | Sell |
28,408
-402
| -1% | -$26.3K | 0.01% | 1282 |
|
|
2018
Q4 | $1.42M | Sell |
28,810
-1,030
| -3% | -$50.7K | ﹤0.01% | 1340 |
|
|
2018
Q3 | $1.82M | Buy |
29,840
+5,097
| +21% | +$310K | 0.01% | 1313 |
|
|
2018
Q2 | $1.35M | Buy |
24,743
+1,785
| +8% | +$97.7K | ﹤0.01% | 1436 |
|
|
2018
Q1 | $1.32M | Buy |
22,958
+5,432
| +31% | +$311K | ﹤0.01% | 1397 |
|
|
2017
Q4 | $873K | Sell |
17,526
-1,382
| -7% | -$68.8K | ﹤0.01% | 1598 |
|
|
2017
Q3 | $965K | Sell |
18,908
-1,520
| -7% | -$77.6K | ﹤0.01% | 1503 |
|
|
2017
Q2 | $810K | Buy |
20,428
+868
| +4% | +$34.4K | ﹤0.01% | 1572 |
|
|
2017
Q1 | $631K | Buy |
19,560
+2,723
| +16% | +$87.8K | ﹤0.01% | 1683 |
|
|
2016
Q4 | $593K | Hold |
16,837
| – | – | ﹤0.01% | 1688 |
|
|
2016
Q3 | $613K | Sell |
16,837
-2,554
| -13% | -$93K | ﹤0.01% | 1610 |
|
|
2016
Q2 | $646K | Buy |
19,391
+1,223
| +7% | +$40.7K | ﹤0.01% | 1610 |
|
|
2016
Q1 | $494K | Buy |
18,168
+3,200
| +21% | +$87K | ﹤0.01% | 1586 |
|
|
2015
Q4 | $447K | Buy |
+14,968
| New | +$447K | ﹤0.01% | 1724 |
|
|
2015
Q3 | – | Sell |
-69,944
| Closed | -$2.83M | – | 2503 |
|
|
2015
Q2 | $2.83M | Sell |
69,944
-248,621
| -78% | -$10.1M | 0.01% | 809 |
|
|
2015
Q1 | $17.9M | Sell |
318,565
-3,849
| -1% | -$216K | 0.1% | 246 |
|
|
2014
Q4 | $23.1M | Buy |
322,414
+53,412
| +20% | +$3.82M | 0.13% | 197 |
|
|
2014
Q3 | $12.1M | Buy |
269,002
+6,795
| +3% | +$306K | 0.11% | 242 |
|
|
2014
Q2 | $12.8M | Buy |
262,207
+92,945
| +55% | +$4.55M | 0.12% | 236 |
|
|
2014
Q1 | $6.8M | Buy |
+169,262
| New | +$6.8M | 0.07% | 354 |
|