Stifel Financial’s TriNet TNET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,253
| Closed | -$295K | – | 3541 |
|
|
2024
Q4 | $295K | Sell |
3,253
-2,658
| -45% | -$246K | ﹤0.01% | 2969 |
|
|
2024
Q3 | $573K | Sell |
5,911
-195
| -3% | -$19.4K | ﹤0.01% | 2592 |
|
|
2024
Q2 | $611K | Buy |
6,106
+4,020
| +193% | +$448K | ﹤0.01% | 2497 |
|
|
2024
Q1 | $276K | Sell |
2,086
-791
| -27% | -$96K | ﹤0.01% | 2958 |
|
|
2023
Q4 | $342K | Buy |
2,877
+411
| +17% | +$47K | ﹤0.01% | 2775 |
|
|
2023
Q3 | $287K | Sell |
2,466
-50
| -2% | -$5.27K | ﹤0.01% | 2817 |
|
|
2023
Q2 | $239K | Sell |
2,516
-1,945
| -44% | -$177K | ﹤0.01% | 2951 |
|
|
2023
Q1 | $360K | Buy |
4,461
+50
| +1% | +$3.91K | ﹤0.01% | 2699 |
|
|
2022
Q4 | $299K | Sell |
4,411
-1,227
| -22% | -$84.6K | ﹤0.01% | 2772 |
|
|
2022
Q3 | $402K | Buy |
5,638
+500
| +10% | +$40.7K | ﹤0.01% | 2562 |
|
|
2022
Q2 | $399K | Sell |
5,138
-249
| -5% | -$20.8K | ﹤0.01% | 2599 |
|
|
2022
Q1 | $530K | Sell |
5,387
-171
| -3% | -$15.1K | ﹤0.01% | 2543 |
|
|
2021
Q4 | $529K | Buy |
5,558
+250
| +5% | +$24.9K | ﹤0.01% | 2559 |
|
|
2021
Q3 | $502K | Hold |
5,308
| – | – | ﹤0.01% | 2572 |
|
|
2021
Q2 | $385K | Sell |
5,308
-25,658
| -83% | -$1.99M | ﹤0.01% | 2733 |
|
|
2021
Q1 | $2.41M | Buy |
30,966
+5,116
| +20% | +$413K | ﹤0.01% | 1406 |
|
|
2020
Q4 | $2.08M | Buy |
25,850
+19,877
| +333% | +$1.47M | ﹤0.01% | 1364 |
|
|
2020
Q3 | $354K | Sell |
5,973
-1,514
| -20% | -$97.2K | ﹤0.01% | 2297 |
|
|
2020
Q2 | $456K | Sell |
7,487
-2,201
| -23% | -$110K | ﹤0.01% | 2100 |
|
|
2020
Q1 | $369K | Sell |
9,688
-2,864
| -23% | -$149K | ﹤0.01% | 2054 |
|
|
2019
Q4 | $713K | Sell |
12,552
-11,913
| -49% | -$663K | ﹤0.01% | 2045 |
|
|
2019
Q3 | $1.52M | Buy |
24,465
+13,098
| +115% | +$893K | ﹤0.01% | 1488 |
|
|
2019
Q2 | $770K | Buy |
11,367
+2,297
| +25% | +$146K | ﹤0.01% | 1965 |
|
|
2019
Q1 | $542K | Buy |
9,070
+3,697
| +69% | +$195K | ﹤0.01% | 2020 |
|
|
2018
Q4 | $222K | Sell |
5,373
-4,651
| -46% | -$214K | ﹤0.01% | 2409 |
|
|
2018
Q3 | $565K | Buy |
10,024
+3,199
| +47% | +$180K | ﹤0.01% | 2028 |
|
|
2018
Q2 | $381K | Buy |
6,825
+784
| +13% | +$41.2K | ﹤0.01% | 2159 |
|
|
2018
Q1 | $279K | Buy |
6,041
+1,335
| +28% | +$59K | ﹤0.01% | 2286 |
|
|
2017
Q4 | $205K | Buy |
+4,706
| New | +$188K | ﹤0.01% | 2429 |
|
|
2017
Q2 | – | Sell |
-13,229
| Closed | -$385K | – | 2617 |
|
|
2017
Q1 | $385K | Buy |
+13,229
| New | +$354K | ﹤0.01% | 1962 |
|
Other funds holding TNET
AG
ACH
Stifel Financial's TNET Position: Q1 2025 in Review
Stifel Financial sold out of TriNet (TNET) in Q1 2025, closing a stake of 3,253 shares — an estimated $295K sold.
Stifel Financial first reported a position in TNET in Q1 2017 and held it in 30 quarters. The position peaked at $2.41M in Q1 2021. 249 funds tracked by Wall St. Rank hold TNET as of Q1 2025.
- Stifel Financial reported no remaining TriNet position as of Q1 2025 after selling out during the quarter.
- Stifel Financial sold 3,253 TriNet shares in Q1 2025, an estimated $295K.
- Stifel Financial first reported a position in TriNet in Q1 2017 and held it in 30 quarters.
- Stifel Financial's TriNet position peaked at $2.41M in Q1 2021.
- 249 funds tracked by Wall St. Rank held TriNet as of Q1 2025.
Based on Stifel Financial's 13F filing for Q1 2025, filed 14 May 2025.