Stifel Financial’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.9M | Sell |
49,284
-10,315
| -17% | -$4.17M | 0.02% | 596 |
|
|
2025
Q1 | $25M | Buy |
59,599
+4,144
| +7% | +$1.74M | 0.03% | 497 |
|
|
2024
Q4 | $26.9M | Buy |
55,455
+7,544
| +16% | +$3.65M | 0.03% | 471 |
|
|
2024
Q3 | $24.3M | Buy |
47,911
+5,759
| +14% | +$2.92M | 0.03% | 505 |
|
|
2024
Q2 | $18.9M | Buy |
42,152
+1,467
| +4% | +$659K | 0.02% | 569 |
|
|
2024
Q1 | $19.4M | Buy |
40,685
+2,261
| +6% | +$1.08M | 0.02% | 563 |
|
|
2023
Q4 | $17.3M | Buy |
38,424
+4,607
| +14% | +$2.08M | 0.02% | 572 |
|
|
2023
Q3 | $11.6M | Buy |
33,817
+8,319
| +33% | +$2.86M | 0.02% | 659 |
|
|
2023
Q2 | $8.93M | Sell |
25,498
-560
| -2% | -$196K | 0.01% | 761 |
|
|
2023
Q1 | $8.49M | Sell |
26,058
-191
| -0.7% | -$62.2K | 0.01% | 754 |
|
|
2022
Q4 | $8.82M | Buy |
26,249
+286
| +1% | +$96.1K | 0.01% | 708 |
|
|
2022
Q3 | $7.18M | Buy |
25,963
+763
| +3% | +$211K | 0.01% | 772 |
|
|
2022
Q2 | $6.09M | Buy |
25,200
+2,839
| +13% | +$687K | 0.01% | 869 |
|
|
2022
Q1 | $6.65M | Sell |
22,361
-1,956
| -8% | -$582K | 0.01% | 911 |
|
|
2021
Q4 | $8.13M | Buy |
24,317
+878
| +4% | +$294K | 0.01% | 837 |
|
|
2021
Q3 | $7.12M | Sell |
23,439
-7,262
| -24% | -$2.21M | 0.01% | 861 |
|
|
2021
Q2 | $7.44M | Sell |
30,701
-468
| -2% | -$113K | 0.01% | 820 |
|
|
2021
Q1 | $5.69M | Sell |
31,169
-928
| -3% | -$169K | 0.01% | 887 |
|
|
2020
Q4 | $5.14M | Buy |
32,097
+2,054
| +7% | +$329K | 0.01% | 868 |
|
|
2020
Q3 | $3.75M | Buy |
30,043
+597
| +2% | +$74.6K | 0.01% | 894 |
|
|
2020
Q2 | $3.57M | Buy |
29,446
+1,384
| +5% | +$168K | 0.01% | 878 |
|
|
2020
Q1 | $2.78M | Buy |
28,062
+19,293
| +220% | +$1.91M | 0.01% | 890 |
|
|
2019
Q4 | $1.34M | Buy |
8,769
+92
| +1% | +$14.1K | ﹤0.01% | 1618 |
|
|
2019
Q3 | $1.22M | Buy |
+8,677
| New | +$1.22M | ﹤0.01% | 1628 |
|
|
2018
Q4 | – | Sell |
-1,555
| Closed | -$249K | – | 2745 |
|
|
2018
Q3 | $249K | Sell |
1,555
-3,302
| -68% | -$529K | ﹤0.01% | 2467 |
|
|
2018
Q2 | $647K | Sell |
4,857
-2,717
| -36% | -$362K | ﹤0.01% | 1883 |
|
|
2018
Q1 | $895K | Sell |
7,574
-117
| -2% | -$13.8K | ﹤0.01% | 1650 |
|
|
2017
Q4 | $951K | Sell |
7,691
-3,707
| -33% | -$458K | ﹤0.01% | 1562 |
|
|
2017
Q3 | $1.41M | Buy |
11,398
+1,721
| +18% | +$213K | ﹤0.01% | 1303 |
|
|
2017
Q2 | $1.19M | Sell |
9,677
-176
| -2% | -$21.6K | ﹤0.01% | 1388 |
|
|
2017
Q1 | $1.07M | Sell |
9,853
-350
| -3% | -$37.9K | ﹤0.01% | 1423 |
|
|
2016
Q4 | $1.04M | Sell |
10,203
-2,115
| -17% | -$215K | ﹤0.01% | 1375 |
|
|
2016
Q3 | $1.09M | Sell |
12,318
-3,155
| -20% | -$280K | ﹤0.01% | 1272 |
|
|
2016
Q2 | $1.51M | Sell |
15,473
-299
| -2% | -$29.2K | 0.01% | 1137 |
|
|
2016
Q1 | $1.41M | Sell |
15,772
-2,753
| -15% | -$246K | 0.01% | 1078 |
|
|
2015
Q4 | $1.68M | Buy |
18,525
+1,207
| +7% | +$110K | 0.01% | 1043 |
|
|
2015
Q3 | $1.45M | Buy |
17,318
+203
| +1% | +$17K | 0.01% | 1058 |
|
|
2015
Q2 | $1.45M | Buy |
17,115
+8,610
| +101% | +$727K | 0.01% | 1169 |
|
|
2015
Q1 | $713K | Sell |
8,505
-4,518
| -35% | -$379K | ﹤0.01% | 1443 |
|
|
2014
Q4 | $1.1M | Buy |
13,023
+439
| +3% | +$36.9K | 0.01% | 1212 |
|
|
2014
Q3 | $925K | Sell |
12,584
-137
| -1% | -$10.1K | 0.01% | 1173 |
|
|
2014
Q2 | $897K | Sell |
12,721
-1,305
| -9% | -$92K | 0.01% | 1178 |
|
|
2014
Q1 | $974K | Buy |
+14,026
| New | +$974K | 0.01% | 1094 |
|