Stifel Financial’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.1M | Buy |
685,871
+54,180
| +9% | +$6.96M | 0.09% | 235 |
|
|
2025
Q1 | $45.6M | Buy |
631,691
+182,411
| +41% | +$13.2M | 0.05% | 342 |
|
|
2024
Q4 | $51M | Buy |
449,280
+185,939
| +71% | +$21.1M | 0.05% | 324 |
|
|
2024
Q3 | $26.2M | Buy |
263,341
+81,057
| +44% | +$8.06M | 0.03% | 478 |
|
|
2024
Q2 | $15.8M | Buy |
182,284
+87,260
| +92% | +$7.55M | 0.02% | 624 |
|
|
2024
Q1 | $7.76M | Buy |
95,024
+70,815
| +293% | +$5.78M | 0.01% | 911 |
|
|
2023
Q4 | $1.16M | Buy |
24,209
+16,025
| +196% | +$770K | ﹤0.01% | 2045 |
|
|
2023
Q3 | $304K | Buy |
+8,184
| New | +$304K | ﹤0.01% | 2782 |
|
|
2021
Q3 | – | Sell |
-84,601
| Closed | -$2.31M | – | 3425 |
|
|
2021
Q2 | $2.31M | Buy |
84,601
+269
| +0.3% | +$7.35K | ﹤0.01% | 1505 |
|
|
2021
Q1 | $1.69M | Buy |
84,332
+814
| +1% | +$16.3K | ﹤0.01% | 1626 |
|
|
2020
Q4 | $1.56M | Buy |
83,518
+484
| +0.6% | +$9.04K | ﹤0.01% | 1541 |
|
|
2020
Q3 | $1.44M | Hold |
83,034
| – | – | ﹤0.01% | 1399 |
|
|
2020
Q2 | $1.13M | Buy |
83,034
+65,018
| +361% | +$882K | ﹤0.01% | 1478 |
|
|
2020
Q1 | $156K | Buy |
+18,016
| New | +$156K | ﹤0.01% | 2501 |
|
|
2019
Q4 | – | Sell |
-25,095
| Closed | -$256K | – | 3081 |
|
|
2019
Q3 | $256K | Sell |
25,095
-24,905
| -50% | -$254K | ﹤0.01% | 2525 |
|
|
2019
Q2 | $507K | Buy |
+50,000
| New | +$507K | ﹤0.01% | 2199 |
|