Stifel Financial’s Fate Therapeutics FATE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,250
| Closed | -$8.89K | – | 3502 |
|
|
2025
Q1 | $8.89K | Sell |
11,250
-2,925
| -21% | -$2.31K | ﹤0.01% | 3435 |
|
|
2024
Q4 | $23.4K | Sell |
14,175
-9,921
| -41% | -$16.4K | ﹤0.01% | 3348 |
|
|
2024
Q3 | $84.3K | Sell |
24,096
-17,391
| -42% | -$60.9K | ﹤0.01% | 3263 |
|
|
2024
Q2 | $136K | Sell |
41,487
-2,303
| -5% | -$7.55K | ﹤0.01% | 3165 |
|
|
2024
Q1 | $321K | Sell |
43,790
-160
| -0.4% | -$1.17K | ﹤0.01% | 2872 |
|
|
2023
Q4 | $164K | Sell |
43,950
-20,179
| -31% | -$75.5K | ﹤0.01% | 3093 |
|
|
2023
Q3 | $136K | Sell |
64,129
-5,143
| -7% | -$10.9K | ﹤0.01% | 3060 |
|
|
2023
Q2 | $330K | Buy |
69,272
+16,937
| +32% | +$80.6K | ﹤0.01% | 2761 |
|
|
2023
Q1 | $298K | Sell |
52,335
-1,530
| -3% | -$8.72K | ﹤0.01% | 2817 |
|
|
2022
Q4 | $544K | Buy |
53,865
+11,210
| +26% | +$113K | ﹤0.01% | 2419 |
|
|
2022
Q3 | $956K | Sell |
42,655
-3,821
| -8% | -$85.6K | ﹤0.01% | 1996 |
|
|
2022
Q2 | $1.15M | Buy |
46,476
+1,404
| +3% | +$34.8K | ﹤0.01% | 1895 |
|
|
2022
Q1 | $1.75M | Buy |
45,072
+5,430
| +14% | +$210K | ﹤0.01% | 1714 |
|
|
2021
Q4 | $2.32M | Buy |
39,642
+13,932
| +54% | +$815K | ﹤0.01% | 1506 |
|
|
2021
Q3 | $1.52M | Buy |
25,710
+13,820
| +116% | +$819K | ﹤0.01% | 1766 |
|
|
2021
Q2 | $1.03M | Buy |
11,890
+3,194
| +37% | +$277K | ﹤0.01% | 2072 |
|
|
2021
Q1 | $717K | Buy |
8,696
+1,057
| +14% | +$87.2K | ﹤0.01% | 2229 |
|
|
2020
Q4 | $695K | Sell |
7,639
-329
| -4% | -$29.9K | ﹤0.01% | 2109 |
|
|
2020
Q3 | $318K | Buy |
7,968
+418
| +6% | +$16.7K | ﹤0.01% | 2359 |
|
|
2020
Q2 | $259K | Buy |
+7,550
| New | +$259K | ﹤0.01% | 2442 |
|