Stifel Financial’s Montrose Environmental MEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$658K Sell
2025
Q1
$477K Sell
2024
Q4
$668K Buy
2024
Q3
$619K Buy
2024
Q2
$660K Sell
2024
Q1
$623K Sell
2023
Q4
$539K Buy
2023
Q3
$415K Buy
2023
Q2
$546K Sell
2023
Q1
$556K Buy
2022
Q4
$553K Sell
2022
Q3
$423K Buy
2022
Q2
$408K Buy
2022
Q1
$437K Sell
2021
Q4
$632K Sell
2021
Q3
$897K Sell
2021
Q2
$972K Sell
2021
Q1
$923K Buy
2020
Q4
$255K Buy