Summit Securities Group’s Tiptree Inc TIPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8K | Buy |
+460
| New | +$10.8K | ﹤0.01% | 741 |
|
|
2024
Q2 | – | Sell |
-466
| Closed | -$8K | – | 662 |
|
|
2024
Q1 | $8K | Buy |
+466
| New | +$8K | ﹤0.01% | 230 |
|
|
2021
Q4 | – | Sell |
-25,633
| Closed | -$257K | – | 520 |
|
|
2021
Q3 | $257K | Buy |
25,633
+2,700
| +12% | +$27.1K | 0.02% | 271 |
|
|
2021
Q2 | $213K | Buy |
+22,933
| New | +$213K | 0.02% | 310 |
|