Stifel Financial’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-12,133
| Closed | -$280K | – | 3608 |
|
|
2025
Q2 | $280K | Sell |
12,133
-11,259
| -48% | -$225K | ﹤0.01% | 3088 |
|
|
2025
Q1 | $451K | Buy |
23,392
+2,981
| +15% | +$54.6K | ﹤0.01% | 2734 |
|
|
2024
Q4 | $385K | Sell |
20,411
-697
| -3% | -$15.3K | ﹤0.01% | 2833 |
|
|
2024
Q3 | $493K | Sell |
21,108
-112
| -0.5% | -$2.66K | ﹤0.01% | 2690 |
|
|
2024
Q2 | $493K | Buy |
21,220
+408
| +2% | +$9.52K | ﹤0.01% | 2629 |
|
|
2024
Q1 | $510K | Sell |
20,812
-1,808
| -8% | -$46.9K | ﹤0.01% | 2598 |
|
|
2023
Q4 | $628K | Sell |
22,620
-852
| -4% | -$21.6K | ﹤0.01% | 2443 |
|
|
2023
Q3 | $565K | Buy |
23,472
+1,256
| +6% | +$32.4K | ﹤0.01% | 2432 |
|
|
2023
Q2 | $615K | Buy |
22,216
+1,120
| +5% | +$27.5K | ﹤0.01% | 2397 |
|
|
2023
Q1 | $548K | Sell |
21,096
-6,420
| -23% | -$193K | ﹤0.01% | 2464 |
|
|
2022
Q4 | $910K | Sell |
27,516
-2,764
| -9% | -$96.1K | ﹤0.01% | 2072 |
|
|
2022
Q3 | $937K | Sell |
30,280
-1,452
| -5% | -$47.4K | ﹤0.01% | 2009 |
|
|
2022
Q2 | $925K | Sell |
31,732
-3,364
| -10% | -$101K | ﹤0.01% | 2055 |
|
|
2022
Q1 | $1.17M | Sell |
35,096
-4,512
| -11% | -$133K | ﹤0.01% | 1993 |
|
|
2021
Q4 | $1.37M | Sell |
39,608
-9,264
| -19% | -$267K | ﹤0.01% | 1888 |
|
|
2021
Q3 | $1.21M | Buy |
48,872
+1,112
| +2% | +$27.4K | ﹤0.01% | 1939 |
|
|
2021
Q2 | $1.13M | Sell |
47,760
-812
| -2% | -$18.5K | ﹤0.01% | 2008 |
|
|
2021
Q1 | $1.17M | Sell |
48,572
-4,136
| -8% | -$98.6K | ﹤0.01% | 1886 |
|
|
2020
Q4 | $1.04M | Buy |
52,708
+19,764
| +60% | +$333K | ﹤0.01% | 1817 |
|
|
2020
Q3 | $434K | Buy |
32,944
+2,220
| +7% | +$29.6K | ﹤0.01% | 2171 |
|
|
2020
Q2 | $390K | Buy |
30,724
+3,976
| +15% | +$44.8K | ﹤0.01% | 2199 |
|
|
2020
Q1 | $276K | Buy |
+26,748
| New | +$357K | ﹤0.01% | 2239 |
|
