Stifel Financial’s Montrose Environmental MEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $658K | Sell |
30,047
-3,421
| -10% | -$74.9K | ﹤0.01% | 2598 |
|
|
2025
Q1 | $477K | Sell |
33,468
-2,561
| -7% | -$36.5K | ﹤0.01% | 2710 |
|
|
2024
Q4 | $668K | Buy |
36,029
+12,508
| +53% | +$232K | ﹤0.01% | 2508 |
|
|
2024
Q3 | $619K | Buy |
23,521
+8,703
| +59% | +$229K | ﹤0.01% | 2541 |
|
|
2024
Q2 | $660K | Sell |
14,818
-1,079
| -7% | -$48.1K | ﹤0.01% | 2437 |
|
|
2024
Q1 | $623K | Sell |
15,897
-881
| -5% | -$34.5K | ﹤0.01% | 2479 |
|
|
2023
Q4 | $539K | Buy |
16,778
+2,583
| +18% | +$83K | ﹤0.01% | 2523 |
|
|
2023
Q3 | $415K | Buy |
14,195
+1,221
| +9% | +$35.7K | ﹤0.01% | 2598 |
|
|
2023
Q2 | $546K | Sell |
12,974
-2,609
| -17% | -$110K | ﹤0.01% | 2465 |
|
|
2023
Q1 | $556K | Buy |
15,583
+3,120
| +25% | +$111K | ﹤0.01% | 2457 |
|
|
2022
Q4 | $553K | Sell |
12,463
-109
| -0.9% | -$4.84K | ﹤0.01% | 2413 |
|
|
2022
Q3 | $423K | Buy |
12,572
+497
| +4% | +$16.7K | ﹤0.01% | 2528 |
|
|
2022
Q2 | $408K | Buy |
12,075
+3,828
| +46% | +$129K | ﹤0.01% | 2584 |
|
|
2022
Q1 | $437K | Sell |
8,247
-716
| -8% | -$37.9K | ﹤0.01% | 2648 |
|
|
2021
Q4 | $632K | Sell |
8,963
-5,565
| -38% | -$392K | ﹤0.01% | 2453 |
|
|
2021
Q3 | $897K | Sell |
14,528
-3,588
| -20% | -$222K | ﹤0.01% | 2181 |
|
|
2021
Q2 | $972K | Sell |
18,116
-284
| -2% | -$15.2K | ﹤0.01% | 2127 |
|
|
2021
Q1 | $923K | Buy |
18,400
+10,149
| +123% | +$509K | ﹤0.01% | 2041 |
|
|
2020
Q4 | $255K | Buy |
+8,251
| New | +$255K | ﹤0.01% | 2687 |
|