Stifel Financial’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1M | Buy |
215,236
+10,064
| +5% | +$1.03M | 0.02% | 560 |
|
|
2025
Q1 | $17.7M | Sell |
205,172
-64,662
| -24% | -$5.56M | 0.02% | 611 |
|
|
2024
Q4 | $28.4M | Sell |
269,834
-10,127
| -4% | -$1.06M | 0.03% | 457 |
|
|
2024
Q3 | $33.3M | Sell |
279,961
-106,556
| -28% | -$12.7M | 0.03% | 416 |
|
|
2024
Q2 | $34.6M | Sell |
386,517
-75,227
| -16% | -$6.74M | 0.04% | 377 |
|
|
2024
Q1 | $37M | Sell |
461,744
-15,869
| -3% | -$1.27M | 0.04% | 365 |
|
|
2023
Q4 | $33.4M | Sell |
477,613
-5,906
| -1% | -$413K | 0.04% | 368 |
|
|
2023
Q3 | $28.7M | Sell |
483,519
-32,848
| -6% | -$1.95M | 0.04% | 367 |
|
|
2023
Q2 | $29.3M | Sell |
516,367
-91,044
| -15% | -$5.17M | 0.04% | 367 |
|
|
2023
Q1 | $32.1M | Buy |
607,411
+10,303
| +2% | +$545K | 0.05% | 343 |
|
|
2022
Q4 | $29.8M | Buy |
597,108
+46,291
| +8% | +$2.31M | 0.04% | 349 |
|
|
2022
Q3 | $24.2M | Buy |
550,817
+104,550
| +23% | +$4.6M | 0.04% | 375 |
|
|
2022
Q2 | $21.7M | Sell |
446,267
-22,731
| -5% | -$1.11M | 0.03% | 423 |
|
|
2022
Q1 | $26M | Sell |
468,998
-5,312
| -1% | -$294K | 0.04% | 421 |
|
|
2021
Q4 | $24.8M | Buy |
474,310
+89,480
| +23% | +$4.68M | 0.03% | 435 |
|
|
2021
Q3 | $16.7M | Buy |
384,830
+96,031
| +33% | +$4.17M | 0.02% | 532 |
|
|
2021
Q2 | $12.2M | Buy |
288,799
+34,620
| +14% | +$1.47M | 0.02% | 632 |
|
|
2021
Q1 | $9.41M | Sell |
254,179
-41,435
| -14% | -$1.53M | 0.02% | 682 |
|
|
2020
Q4 | $8.71M | Buy |
295,614
+14,278
| +5% | +$421K | 0.02% | 634 |
|
|
2020
Q3 | $7.54M | Sell |
281,336
-8,098
| -3% | -$217K | 0.02% | 617 |
|
|
2020
Q2 | $7.55M | Sell |
289,434
-1,653,661
| -85% | -$43.2M | 0.02% | 586 |
|
|
2020
Q1 | $46.1M | Sell |
1,943,095
-22,356
| -1% | -$530K | 0.13% | 177 |
|
|
2019
Q4 | $62.6M | Sell |
1,965,451
-11,359
| -0.6% | -$362K | 0.13% | 176 |
|
|
2019
Q3 | $63.9M | Buy |
1,976,810
+12,665
| +0.6% | +$410K | 0.16% | 158 |
|
|
2019
Q2 | $61.5M | Buy |
1,964,145
+9,510
| +0.5% | +$298K | 0.16% | 159 |
|
|
2019
Q1 | $69.3M | Buy |
1,954,635
+13,712
| +0.7% | +$486K | 0.2% | 136 |
|
|
2018
Q4 | $62.9M | Buy |
1,940,923
+1,566,863
| +419% | +$50.8M | 0.2% | 129 |
|
|
2018
Q3 | $12.9M | Buy |
374,060
+22,847
| +7% | +$786K | 0.04% | 436 |
|
|
2018
Q2 | $12.4M | Buy |
351,213
+12,368
| +4% | +$435K | 0.04% | 469 |
|
|
2018
Q1 | $11.1M | Buy |
338,845
+50,455
| +17% | +$1.66M | 0.04% | 499 |
|
|
2017
Q4 | $10.9M | Sell |
288,390
-37,235
| -11% | -$1.41M | 0.03% | 493 |
|
|
2017
Q3 | $12.7M | Buy |
325,625
+18,876
| +6% | +$735K | 0.04% | 418 |
|
|
2017
Q2 | $10.5M | Buy |
306,749
+166,346
| +118% | +$5.7M | 0.04% | 451 |
|
|
2017
Q1 | $5.02M | Buy |
140,403
+26,524
| +23% | +$949K | 0.02% | 692 |
|
|
2016
Q4 | $3.68M | Buy |
113,879
+28,348
| +33% | +$917K | 0.02% | 771 |
|
|
2016
Q3 | $3.2M | Buy |
85,531
+39,549
| +86% | +$1.48M | 0.01% | 805 |
|
|
2016
Q2 | $1.83M | Buy |
+45,982
| New | +$1.83M | 0.01% | 1041 |
|
|
2016
Q1 | – | Sell |
-48,657
| Closed | -$1.31M | – | 2311 |
|
|
2015
Q4 | $1.31M | Sell |
48,657
-1,001,573
| -95% | -$27M | 0.01% | 1167 |
|
|
2015
Q3 | $32.6M | Buy |
1,050,230
+180,129
| +21% | +$5.59M | 0.18% | 140 |
|
|
2015
Q2 | $27M | Sell |
870,101
-23,566
| -3% | -$731K | 0.14% | 169 |
|
|
2015
Q1 | $32.6M | Buy |
893,667
+861,309
| +2,662% | +$31.4M | 0.18% | 146 |
|
|
2014
Q4 | $1.25M | Buy |
32,358
+845
| +3% | +$32.7K | 0.01% | 1147 |
|
|
2014
Q3 | $1.03M | Buy |
31,513
+11,696
| +59% | +$382K | 0.01% | 1113 |
|
|
2014
Q2 | $649K | Buy |
19,817
+472
| +2% | +$15.5K | 0.01% | 1343 |
|
|
2014
Q1 | $493K | Buy |
+19,345
| New | +$493K | ﹤0.01% | 1452 |
|