Stifel Financial’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Sell |
91,582
-17,310
| -16% | -$419K | ﹤0.01% | 1773 |
|
|
2025
Q1 | $2.13M | Buy |
108,892
+28,646
| +36% | +$561K | ﹤0.01% | 1719 |
|
|
2024
Q4 | $1.8M | Sell |
80,246
-125,039
| -61% | -$2.81M | ﹤0.01% | 1849 |
|
|
2024
Q3 | $4.64M | Sell |
205,285
-27,091
| -12% | -$613K | ﹤0.01% | 1247 |
|
|
2024
Q2 | $3.78M | Buy |
232,376
+16,863
| +8% | +$274K | ﹤0.01% | 1295 |
|
|
2024
Q1 | $5.75M | Buy |
215,513
+45,825
| +27% | +$1.22M | 0.01% | 1062 |
|
|
2023
Q4 | $6.94M | Sell |
169,688
-76,822
| -31% | -$3.14M | 0.01% | 934 |
|
|
2023
Q3 | $7.74M | Buy |
246,510
+9,583
| +4% | +$301K | 0.01% | 826 |
|
|
2023
Q2 | $10.3M | Sell |
236,927
-17,276
| -7% | -$750K | 0.01% | 701 |
|
|
2023
Q1 | $8.25M | Buy |
254,203
+20,507
| +9% | +$665K | 0.01% | 767 |
|
|
2022
Q4 | $6.68M | Buy |
233,696
+2,665
| +1% | +$76.2K | 0.01% | 842 |
|
|
2022
Q3 | $7.36M | Sell |
231,031
-25,107
| -10% | -$800K | 0.01% | 760 |
|
|
2022
Q2 | $9.43M | Buy |
256,138
+19,157
| +8% | +$705K | 0.01% | 676 |
|
|
2022
Q1 | $23.5M | Buy |
236,981
+74,035
| +45% | +$7.35M | 0.03% | 457 |
|
|
2021
Q4 | $23.3M | Sell |
162,946
-17,559
| -10% | -$2.51M | 0.03% | 455 |
|
|
2021
Q3 | $22.8M | Buy |
180,505
+64,436
| +56% | +$8.14M | 0.03% | 446 |
|
|
2021
Q2 | $12.7M | Sell |
116,069
-36,277
| -24% | -$3.98M | 0.02% | 617 |
|
|
2021
Q1 | $15.3M | Buy |
152,346
+131,405
| +628% | +$13.2M | 0.03% | 514 |
|
|
2020
Q4 | $3.21M | Buy |
+20,941
| New | +$3.21M | 0.01% | 1095 |
|