Stifel Financial’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-38,789
| Closed | -$2.72M | – | 3665 |
|
|
2025
Q2 | $2.72M | Sell |
38,789
-7,155
| -16% | -$482K | ﹤0.01% | 1626 |
|
|
2025
Q1 | $3.15M | Sell |
45,944
-450
| -1% | -$34.4K | ﹤0.01% | 1450 |
|
|
2024
Q4 | $3.44M | Sell |
46,394
-1,051
| -2% | -$75.1K | ﹤0.01% | 1418 |
|
|
2024
Q3 | $3.03M | Sell |
47,445
-30
| -0.1% | -$1.61K | ﹤0.01% | 1515 |
|
|
2024
Q2 | $2.2M | Sell |
47,475
-1,020
| -2% | -$44.9K | ﹤0.01% | 1661 |
|
|
2024
Q1 | $2.37M | Buy |
48,495
+534
| +1% | +$29.1K | ﹤0.01% | 1598 |
|
|
2023
Q4 | $2.78M | Sell |
47,961
-1,913
| -4% | -$84.3K | ﹤0.01% | 1448 |
|
|
2023
Q3 | $2.3M | Buy |
49,874
+453
| +0.9% | +$23.3K | ﹤0.01% | 1501 |
|
|
2023
Q2 | $2.48M | Buy |
49,421
+1,830
| +4% | +$84.2K | ﹤0.01% | 1467 |
|
|
2023
Q1 | $2.12M | Sell |
47,591
-2,064
| -4% | -$87.7K | ﹤0.01% | 1530 |
|
|
2022
Q4 | $1.6M | Sell |
49,655
-2,450
| -5% | -$81.2K | ﹤0.01% | 1684 |
|
|
2022
Q3 | $1.49M | Buy |
52,105
+1,231
| +2% | +$42.7K | ﹤0.01% | 1669 |
|
|
2022
Q2 | $1.61M | Sell |
50,874
-6,199
| -11% | -$249K | ﹤0.01% | 1640 |
|
|
2022
Q1 | $2.81M | Sell |
57,073
-377
| -0.7% | -$20.3K | ﹤0.01% | 1395 |
|
|
2021
Q4 | $3.67M | Sell |
57,450
-56,892
| -50% | -$4.1M | ﹤0.01% | 1237 |
|
|
2021
Q3 | $10.1M | Buy |
114,342
+7,927
| +7% | +$802K | 0.01% | 712 |
|
|
2021
Q2 | $13M | Buy |
106,415
+12,477
| +13% | +$1.52M | 0.02% | 613 |
|
|
2021
Q1 | $12.2M | Buy |
93,938
+19,087
| +25% | +$2.83M | 0.02% | 597 |
|
|
2020
Q4 | $9.72M | Buy |
74,851
+10,639
| +17% | +$1.18M | 0.02% | 608 |
|
|
2020
Q3 | $6.52M | Sell |
64,212
-8,323
| -11% | -$650K | 0.01% | 680 |
|
|
2020
Q2 | $4.18M | Buy |
72,535
+63,435
| +697% | +$3.15M | 0.01% | 804 |
|
|
2020
Q1 | $327K | Sell |
9,100
-30,103
| -77% | -$1.39M | ﹤0.01% | 2121 |
|
|
2019
Q4 | $1.8M | Buy |
39,203
+24,689
| +170% | +$920K | ﹤0.01% | 1404 |
|
|
2019
Q3 | $431K | Sell |
14,514
-21,265
| -59% | -$847K | ﹤0.01% | 2242 |
|
|
2019
Q2 | $1.66M | Buy |
35,779
+11,168
| +45% | +$445K | ﹤0.01% | 1474 |
|
|
2019
Q1 | $849K | Buy |
24,611
+14,816
| +151% | +$529K | ﹤0.01% | 1754 |
|
|
2018
Q4 | $313K | Buy |
+9,795
| New | +$348K | ﹤0.01% | 2204 |
|
|
2017
Q1 | – | Sell |
-5,673
| Closed | -$208K | – | 2611 |
|
|
2016
Q4 | $208K | Sell |
5,673
-131,921
| -96% | -$4.65M | ﹤0.01% | 2235 |
|
|
2016
Q3 | $4.77M | Sell |
137,594
-5,371
| -4% | -$192K | 0.02% | 656 |
|
|
2016
Q2 | $5.19M | Buy |
+142,965
| New | +$3.96M | 0.02% | 589 |
|
|
2016
Q1 | – | Sell |
-119,834
| Closed | -$2.81M | – | 2398 |
|
|
2015
Q4 | $2.81M | Sell |
119,834
-1,720
| -1% | -$45.5K | 0.01% | 808 |
|
|
2015
Q3 | $3.28M | Buy |
+121,554
| New | +$3.17M | 0.02% | 698 |
|
Other funds holding Z
CIA
IFP
