Stifel Financial’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $654K | Buy |
78,076
+30,169
| +63% | +$252K | ﹤0.01% | 2701 |
|
|
2025
Q4 | $343K | Buy |
47,907
+15,632
| +48% | +$111K | ﹤0.01% | 3070 |
|
|
2025
Q3 | $230K | Buy |
32,275
+5,835
| +22% | +$38.5K | ﹤0.01% | 3267 |
|
|
2025
Q2 | $174K | Buy |
26,440
+6,624
| +33% | +$40.4K | ﹤0.01% | 3285 |
|
|
2025
Q1 | $106K | Sell |
19,816
-2,108
| -10% | -$10.6K | ﹤0.01% | 3292 |
|
|
2024
Q4 | $96K | Buy |
21,924
+5,888
| +37% | +$30.3K | ﹤0.01% | 3248 |
|
|
2024
Q3 | $94.1K | Hold |
16,036
| – | – | ﹤0.01% | 3250 |
|
|
2024
Q2 | $82.7K | Sell |
16,036
-5,134
| -24% | -$28.1K | ﹤0.01% | 3237 |
|
|
2024
Q1 | $129K | Sell |
21,170
-397
| -2% | -$2.39K | ﹤0.01% | 3159 |
|
|
2023
Q4 | $132K | Buy |
21,567
+8,633
| +67% | +$45.8K | ﹤0.01% | 3129 |
|
|
2023
Q3 | $61.3K | Buy |
12,934
+885
| +7% | +$4.41K | ﹤0.01% | 3168 |
|
|
2023
Q2 | $62.7K | Sell |
12,049
-4,267
| -26% | -$20.2K | ﹤0.01% | 3220 |
|
|
2023
Q1 | $70.1K | Sell |
16,316
-174,205
| -91% | -$739K | ﹤0.01% | 3214 |
|
|
2022
Q4 | $792K | Sell |
190,521
-10,325
| -5% | -$46.9K | ﹤0.01% | 2174 |
|
|
2022
Q3 | $917K | Sell |
200,846
-3,163
| -2% | -$13.5K | ﹤0.01% | 2028 |
|
|
2022
Q2 | $771K | Buy |
204,009
+175,643
| +619% | +$780K | ﹤0.01% | 2186 |
|
|
2022
Q1 | $143K | Buy |
28,366
+2,987
| +12% | +$12.6K | ﹤0.01% | 3208 |
|
|
2021
Q4 | $84K | Sell |
25,379
-351
| -1% | -$1.26K | ﹤0.01% | 3275 |
|
|
2021
Q3 | $99K | Hold |
25,730
| – | – | ﹤0.01% | 3245 |
|
|
2021
Q2 | $112K | Buy |
25,730
+1,184
| +5% | +$4.77K | ﹤0.01% | 3226 |
|
|
2021
Q1 | $89K | Sell |
24,546
-1,590
| -6% | -$6K | ﹤0.01% | 3130 |
|
|
2020
Q4 | $115K | Sell |
26,136
-3,125
| -11% | -$11.7K | ﹤0.01% | 2922 |
|
|
2020
Q3 | $85K | Buy |
29,261
+3,158
| +12% | +$10.7K | ﹤0.01% | 2771 |
|
|
2020
Q2 | $89K | Sell |
26,103
-97,543
| -79% | -$316K | ﹤0.01% | 2732 |
|
|
2020
Q1 | $411K | Sell |
123,646
-56
| -0% | -$287 | ﹤0.01% | 1987 |
|
|
2019
Q4 | $823K | Buy |
123,702
+657
| +0.5% | +$4.12K | ﹤0.01% | 1962 |
|
|
2019
Q3 | $750K | Sell |
123,045
-213,033
| -63% | -$1.38M | ﹤0.01% | 1939 |
|
|
2019
Q2 | $2.3M | Buy |
336,078
+33,297
| +11% | +$210K | 0.01% | 1248 |
|
|
2019
Q1 | $1.94M | Sell |
302,781
-46,209
| -13% | -$327K | 0.01% | 1259 |
|
|
2018
Q4 | $2.32M | Sell |
348,990
-51,843
| -13% | -$333K | 0.01% | 1091 |
|
|
2018
Q3 | $2.13M | Sell |
400,833
-2,614
| -0.6% | -$14K | 0.01% | 1228 |
|
|
2018
Q2 | $2.03M | Sell |
403,447
-15,036
| -4% | -$93.4K | 0.01% | 1205 |
|
|
2018
Q1 | $3.16M | Buy |
418,483
+208
| +0% | +$1.56K | 0.01% | 969 |
|
|
2017
Q4 | $2.64M | Buy |
418,275
+2,235
| +0.5% | +$14.3K | 0.01% | 1032 |
|
|
2017
Q3 | $2.76M | Buy |
416,040
+3,298
| +0.8% | +$20.1K | 0.01% | 977 |
|
|
2017
Q2 | $2.21M | Buy |
412,742
+45,136
| +12% | +$253K | 0.01% | 1057 |
|
|
2017
Q1 | $2.15M | Buy |
367,606
+56,642
| +18% | +$336K | 0.01% | 1057 |
|
|
2016
Q4 | $1.55M | Sell |
310,964
-3,923
| -1% | -$20.1K | 0.01% | 1146 |
|
|
2016
Q3 | $1.52M | Buy |
314,887
+10,912
| +4% | +$51.6K | 0.01% | 1120 |
|
|
2016
Q2 | $1.27M | Buy |
303,975
+5,939
| +2% | +$22.9K | 0.01% | 1213 |
|
|
2016
Q1 | $1.13M | Buy |
298,036
+34,654
| +13% | +$106K | 0.01% | 1180 |
|
|
2015
Q4 | $756K | Sell |
263,382
-20,701
| -7% | -$65.7K | ﹤0.01% | 1440 |
|
|
2015
Q3 | $831K | Buy |
284,083
+1,644
| +0.6% | +$5.84K | ﹤0.01% | 1296 |
|
|
2015
Q2 | $1.24M | Buy |
282,439
+3,220
| +1% | +$15.1K | 0.01% | 1253 |
|
|
2015
Q1 | $1.24M | Sell |
279,219
-49,873
| -15% | -$243K | 0.01% | 1178 |
|
|
2014
Q4 | $1.72M | Buy |
+329,092
| New | +$1.85M | 0.01% | 990 |
|
Other funds holding ITUB
OAG
WGI
