Stifel Financial’s Personalis PSNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Buy |
50,000
+10,000
| +25% | +$65.6K | ﹤0.01% | 2997 |
|
|
2025
Q1 | $140K | Buy |
40,000
+15,000
| +60% | +$52.7K | ﹤0.01% | 3250 |
|
|
2024
Q4 | $145K | Buy |
25,000
+5,000
| +25% | +$28.9K | ﹤0.01% | 3214 |
|
|
2024
Q3 | $108K | Sell |
20,000
-10,000
| -33% | -$53.8K | ﹤0.01% | 3232 |
|
|
2024
Q2 | $35.1K | Buy |
+30,000
| New | +$35.1K | ﹤0.01% | 3300 |
|