Stifel Financial’s Penumbra PEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $752K | Sell |
2,931
-78
| -3% | -$20K | ﹤0.01% | 2526 |
|
|
2025
Q1 | $805K | Buy |
3,009
+4
| +0.1% | +$1.07K | ﹤0.01% | 2368 |
|
|
2024
Q4 | $714K | Buy |
3,005
+23
| +0.8% | +$5.46K | ﹤0.01% | 2465 |
|
|
2024
Q3 | $579K | Sell |
2,982
-399
| -12% | -$77.5K | ﹤0.01% | 2583 |
|
|
2024
Q2 | $609K | Buy |
+3,381
| New | +$609K | ﹤0.01% | 2501 |
|
|
2023
Q4 | – | Sell |
-1,749
| Closed | -$423K | – | 3398 |
|
|
2023
Q3 | $423K | Buy |
1,749
+453
| +35% | +$110K | ﹤0.01% | 2589 |
|
|
2023
Q2 | $446K | Buy |
1,296
+152
| +13% | +$52.3K | ﹤0.01% | 2592 |
|
|
2023
Q1 | $319K | Buy |
+1,144
| New | +$319K | ﹤0.01% | 2771 |
|
|
2017
Q4 | – | Sell |
-13,513
| Closed | -$1.22M | – | 2710 |
|
|
2017
Q3 | $1.22M | Sell |
13,513
-2,713
| -17% | -$245K | ﹤0.01% | 1383 |
|
|
2017
Q2 | $1.42M | Buy |
16,226
+340
| +2% | +$29.8K | 0.01% | 1265 |
|
|
2017
Q1 | $1.32M | Buy |
+15,886
| New | +$1.32M | 0.01% | 1296 |
|