Stifel Financial’s ReposiTrak TRAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $801K | Buy |
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|
2025
Q2 | $371K | Sell |
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|
2025
Q1 | $388K | Hold |
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|
2024
Q4 | $424K | Sell |
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|
2024
Q3 | $443K | Buy |
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|
2024
Q2 | $222K | Sell |
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|
2024
Q1 | $319K | Sell |
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|
2023
Q4 | $238K | Sell |
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|
2023
Q3 | $263K | Sell |
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|
2023
Q2 | $424K | Sell |
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|
2023
Q1 | $344K | Buy |
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|
2022
Q4 | $177K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $64K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $60K | Buy |
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