Stifel Financial’s Utz Brands UTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Sell |
193,863
-13,273
| -6% | -$167K | ﹤0.01% | 1705 |
|
|
2025
Q1 | $2.92M | Buy |
207,136
+7,349
| +4% | +$103K | ﹤0.01% | 1497 |
|
|
2024
Q4 | $3.13M | Buy |
199,787
+3,536
| +2% | +$55.4K | ﹤0.01% | 1490 |
|
|
2024
Q3 | $3.47M | Buy |
196,251
+11,641
| +6% | +$206K | ﹤0.01% | 1417 |
|
|
2024
Q2 | $3.07M | Buy |
184,610
+15,909
| +9% | +$265K | ﹤0.01% | 1437 |
|
|
2024
Q1 | $3.11M | Buy |
168,701
+11,117
| +7% | +$205K | ﹤0.01% | 1423 |
|
|
2023
Q4 | $2.56M | Buy |
157,584
+20,136
| +15% | +$327K | ﹤0.01% | 1497 |
|
|
2023
Q3 | $1.85M | Buy |
137,448
+17,762
| +15% | +$239K | ﹤0.01% | 1644 |
|
|
2023
Q2 | $1.96M | Buy |
119,686
+9,704
| +9% | +$159K | ﹤0.01% | 1640 |
|
|
2023
Q1 | $1.81M | Buy |
109,982
+3,592
| +3% | +$59.2K | ﹤0.01% | 1632 |
|
|
2022
Q4 | $1.69M | Buy |
106,390
+6,818
| +7% | +$108K | ﹤0.01% | 1650 |
|
|
2022
Q3 | $1.5M | Buy |
99,572
+14,535
| +17% | +$220K | ﹤0.01% | 1665 |
|
|
2022
Q2 | $1.18M | Buy |
85,037
+62,715
| +281% | +$867K | ﹤0.01% | 1881 |
|
|
2022
Q1 | $330K | Buy |
+22,322
| New | +$330K | ﹤0.01% | 2821 |
|
|
2020
Q2 | – | Sell |
-25,000
| Closed | -$256K | – | 2955 |
|
|
2020
Q1 | $256K | Hold |
25,000
| – | – | ﹤0.01% | 2294 |
|
|
2019
Q4 | $257K | Hold |
25,000
| – | – | ﹤0.01% | 2621 |
|
|
2019
Q3 | $255K | Hold |
25,000
| – | – | ﹤0.01% | 2527 |
|
|
2019
Q2 | $250K | Buy |
+25,000
| New | +$250K | ﹤0.01% | 2596 |
|