Stifel Financial’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-4,542
| Closed | -$212K | – | 3645 |
|
|
2025
Q2 | $212K | Sell |
4,542
-7,248
| -61% | -$303K | ﹤0.01% | 3232 |
|
|
2025
Q1 | $445K | Buy |
11,790
+1,119
| +10% | +$48.9K | ﹤0.01% | 2744 |
|
|
2024
Q4 | $493K | Sell |
10,671
-456
| -4% | -$23.8K | ﹤0.01% | 2685 |
|
|
2024
Q3 | $589K | Sell |
11,127
-12,621
| -53% | -$697K | ﹤0.01% | 2569 |
|
|
2024
Q2 | $1.3M | Buy |
23,748
+3,274
| +16% | +$194K | ﹤0.01% | 1997 |
|
|
2024
Q1 | $1.32M | Buy |
20,474
+9
| +0% | +$528 | ﹤0.01% | 2018 |
|
|
2023
Q4 | $1.18M | Sell |
20,465
-2,219
| -10% | -$115K | ﹤0.01% | 2038 |
|
|
2023
Q3 | $1.31M | Sell |
22,684
-494
| -2% | -$29.4K | ﹤0.01% | 1863 |
|
|
2023
Q2 | $1.39M | Buy |
23,178
+1,408
| +6% | +$69.8K | ﹤0.01% | 1863 |
|
|
2023
Q1 | $1.05M | Buy |
+21,770
| New | +$1.11M | ﹤0.01% | 2011 |
|
|
2020
Q1 | – | Sell |
-8,264
| Closed | -$245K | – | 3069 |
|
|
2019
Q4 | $245K | Sell |
8,264
-438
| -5% | -$12.3K | ﹤0.01% | 2649 |
|
|
2019
Q3 | $235K | Sell |
8,702
-3,596
| -29% | -$98.9K | ﹤0.01% | 2570 |
|
|
2019
Q2 | $384K | Sell |
12,298
-1,979
| -14% | -$60.7K | ﹤0.01% | 2341 |
|
|
2019
Q1 | $453K | Buy |
14,277
+4,087
| +40% | +$130K | ﹤0.01% | 2121 |
|
|
2018
Q4 | $288K | Sell |
10,190
-7,661
| -43% | -$245K | ﹤0.01% | 2255 |
|
|
2018
Q3 | $714K | Sell |
17,851
-13,070
| -42% | -$531K | ﹤0.01% | 1900 |
|
|
2018
Q2 | $1.3M | Sell |
30,921
-19,357
| -38% | -$768K | ﹤0.01% | 1453 |
|
|
2018
Q1 | $1.88M | Buy |
50,278
+15,877
| +46% | +$689K | 0.01% | 1197 |
|
|
2017
Q4 | $1.66M | Buy |
34,401
+378
| +1% | +$17.4K | 0.01% | 1248 |
|
|
2017
Q3 | $1.54M | Sell |
34,023
-51
| -0.1% | -$2.02K | 0.01% | 1258 |
|
|
2017
Q2 | $1.28M | Buy |
34,074
+2,065
| +6% | +$69.9K | ﹤0.01% | 1332 |
|
|
2017
Q1 | $1M | Sell |
32,009
-1,083
| -3% | -$34K | ﹤0.01% | 1449 |
|
|
2016
Q4 | $1.04M | Sell |
33,092
-76,856
| -70% | -$2.13M | ﹤0.01% | 1370 |
|
|
2016
Q3 | $2.79M | Sell |
109,948
-11,305
| -9% | -$264K | 0.01% | 861 |
|
|
2016
Q2 | $2.46M | Sell |
121,253
-9,892
| -8% | -$226K | 0.01% | 914 |
|
|
2016
Q1 | $3.26M | Buy |
131,145
+9,421
| +8% | +$197K | 0.02% | 726 |
|
|
2015
Q4 | $2.25M | Buy |
121,724
+3,292
| +3% | +$65.1K | 0.01% | 914 |
|
|
2015
Q3 | $2.12M | Buy |
118,432
+15,231
| +15% | +$332K | 0.01% | 887 |
|
|
2015
Q2 | $2.3M | Buy |
103,201
+17,279
| +20% | +$456K | 0.01% | 925 |
|
|
2015
Q1 | $2.28M | Sell |
85,922
-32,499
| -27% | -$821K | 0.01% | 887 |
|
|
2014
Q4 | $3.31M | Buy |
118,421
+55,156
| +87% | +$1.58M | 0.02% | 712 |
|
|
2014
Q3 | $2.01M | Buy |
63,265
+6,399
| +11% | +$234K | 0.02% | 760 |
|
|
2014
Q2 | $2.34M | Buy |
56,866
+2,520
| +5% | +$102K | 0.02% | 718 |
|
|
2014
Q1 | $2.41M | Buy |
+54,346
| New | +$2.28M | 0.02% | 687 |
|
Other funds holding TEX
