Summit Trail Advisors’s Flowserve FLS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.1M Buy
+40,177
New +$2.1M 0.04% 254
2018
Q1
Sell
-408
Closed -$18K 863
2017
Q4
$18K Buy
+408
New +$18K ﹤0.01% 1066