Stifel Financial’s Utz Brands UTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.67M | Buy |
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|
2025
Q2 | $2.43M | Sell |
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|
2025
Q1 | $2.92M | Buy |
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|
2024
Q4 | $3.13M | Buy |
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|
2024
Q3 | $3.47M | Buy |
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|
2024
Q2 | $3.07M | Buy |
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|
2024
Q1 | $3.11M | Buy |
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|
2023
Q4 | $2.56M | Buy |
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|
2023
Q3 | $1.85M | Buy |
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|
2023
Q2 | $1.96M | Buy |
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|
2023
Q1 | $1.81M | Buy |
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|
2022
Q4 | $1.69M | Buy |
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|
2022
Q3 | $1.5M | Buy |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $330K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $256K | Hold |
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|
2019
Q4 | $257K | Hold |
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|
2019
Q3 | $255K | Hold |
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|
2019
Q2 | $250K | Buy |
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