Stifel Financial’s Schrodinger SDGR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $571K | Buy |
28,396
+12,280
| +76% | +$247K | ﹤0.01% | 2699 |
|
2025
Q1 | $318K | Sell |
16,116
-1,390
| -8% | -$27.4K | ﹤0.01% | 2936 |
|
2024
Q4 | $338K | Sell |
17,506
-10,035
| -36% | -$194K | ﹤0.01% | 2905 |
|
2024
Q3 | $511K | Buy |
27,541
+3,020
| +12% | +$56K | ﹤0.01% | 2670 |
|
2024
Q2 | $474K | Buy |
+24,521
| New | +$474K | ﹤0.01% | 2651 |
|
2023
Q3 | – | Sell |
-19,406
| Closed | -$969K | – | 3391 |
|
2023
Q2 | $969K | Buy |
+19,406
| New | +$969K | ﹤0.01% | 2101 |
|
2021
Q4 | – | Sell |
-3,876
| Closed | -$212K | – | 3455 |
|
2021
Q3 | $212K | Buy |
3,876
+1,212
| +45% | +$66.3K | ﹤0.01% | 3104 |
|
2021
Q2 | $201K | Sell |
2,664
-199
| -7% | -$15K | ﹤0.01% | 3134 |
|
2021
Q1 | $218K | Buy |
+2,863
| New | +$218K | ﹤0.01% | 2977 |
|