Stifel Financial’s Gates Industrial GTES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.41M | Buy |
147,853
+3,929
| +3% | +$90.5K | ﹤0.01% | 1474 |
|
|
2025
Q1 | $2.65M | Sell |
143,924
-5,189
| -3% | -$95.5K | ﹤0.01% | 1569 |
|
|
2024
Q4 | $3.07M | Buy |
149,113
+9,775
| +7% | +$201K | ﹤0.01% | 1507 |
|
|
2024
Q3 | $2.45M | Buy |
139,338
+40,027
| +40% | +$702K | ﹤0.01% | 1648 |
|
|
2024
Q2 | $1.57M | Buy |
99,311
+87,081
| +712% | +$1.38M | ﹤0.01% | 1889 |
|
|
2024
Q1 | $217K | Buy |
12,230
+2,109
| +21% | +$37.4K | ﹤0.01% | 3063 |
|
|
2023
Q4 | $136K | Buy |
+10,121
| New | +$136K | ﹤0.01% | 3125 |
|
|
2022
Q2 | – | Sell |
-13,226
| Closed | -$199K | – | 3384 |
|
|
2022
Q1 | $199K | Buy |
13,226
+321
| +2% | +$4.83K | ﹤0.01% | 3130 |
|
|
2021
Q4 | $206K | Buy |
12,905
+78
| +0.6% | +$1.25K | ﹤0.01% | 3138 |
|
|
2021
Q3 | $209K | Buy |
12,827
+1,578
| +14% | +$25.7K | ﹤0.01% | 3113 |
|
|
2021
Q2 | $203K | Buy |
+11,249
| New | +$203K | ﹤0.01% | 3130 |
|
|
2020
Q3 | – | Sell |
-23,339
| Closed | -$240K | – | 2920 |
|
|
2020
Q2 | $240K | Buy |
+23,339
| New | +$240K | ﹤0.01% | 2498 |
|
|
2018
Q2 | – | Sell |
-138,265
| Closed | -$2.43M | – | 2743 |
|
|
2018
Q1 | $2.43M | Buy |
+138,265
| New | +$2.43M | 0.01% | 1061 |
|