Stifel Financial’s monday.com MNDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.1M | Buy |
25,756
+2,863
| +13% | +$900K | 0.01% | 995 |
|
|
2025
Q1 | $5.57M | Sell |
22,893
-4,212
| -16% | -$1.02M | 0.01% | 1133 |
|
|
2024
Q4 | $6.38M | Buy |
27,105
+1,199
| +5% | +$282K | 0.01% | 1076 |
|
|
2024
Q3 | $7.2M | Sell |
25,906
-2,142
| -8% | -$595K | 0.01% | 1007 |
|
|
2024
Q2 | $6.75M | Buy |
28,048
+4,856
| +21% | +$1.17M | 0.01% | 973 |
|
|
2024
Q1 | $5.24M | Buy |
+23,192
| New | +$5.24M | 0.01% | 1113 |
|
|
2023
Q4 | – | Sell |
-7,678
| Closed | -$1.22M | – | 3387 |
|
|
2023
Q3 | $1.22M | Buy |
7,678
+1,415
| +23% | +$225K | ﹤0.01% | 1902 |
|
|
2023
Q2 | $1.07M | Buy |
+6,263
| New | +$1.07M | ﹤0.01% | 2043 |
|
|
2022
Q2 | – | Sell |
-2,835
| Closed | -$449K | – | 3416 |
|
|
2022
Q1 | $449K | Buy |
+2,835
| New | +$449K | ﹤0.01% | 2635 |
|