STA
Summit Trail Advisors’s LiveRamp RAMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.87M | Buy |
117,274
+163
| +0.1% | +$5.39K | 0.07% | 149 |
|
|
2025
Q1 | $3.06M | Buy |
117,111
+1,187
| +1% | +$31K | 0.1% | 66 |
|
|
2024
Q4 | $3.52M | Buy |
115,924
+625
| +0.5% | +$19K | 0.13% | 61 |
|
|
2024
Q3 | $2.86M | Sell |
115,299
-162
| -0.1% | -$4.01K | 0.07% | 121 |
|
|
2024
Q2 | $3.57M | Buy |
115,461
+110
| +0.1% | +$3.4K | 0.09% | 93 |
|
|
2024
Q1 | $3.98M | Sell |
115,351
-44
| -0% | -$1.52K | 0.11% | 79 |
|
|
2023
Q4 | $4.37M | Sell |
115,395
-27
| -0% | -$1.02K | 0.14% | 56 |
|
|
2023
Q3 | $3.33M | Hold |
115,422
| – | – | 0.12% | 66 |
|
|
2023
Q2 | $3.3M | Sell |
115,422
-158
| -0.1% | -$4.51K | 0.12% | 66 |
|
|
2023
Q1 | $2.53M | Buy |
115,580
+398
| +0.3% | +$8.73K | 0.1% | 73 |
|
|
2022
Q4 | $2.7M | Hold |
115,182
| – | – | 0.12% | 64 |
|
|
2022
Q3 | $2.09M | Hold |
115,182
| – | – | 0.11% | 68 |
|
|
2022
Q2 | $2.97M | Hold |
115,182
| – | – | 0.18% | 57 |
|
|
2022
Q1 | $4.31M | Buy |
+115,182
| New | +$4.31M | 0.35% | 46 |
|
|
2020
Q4 | – | Sell |
-5,497
| Closed | -$330K | – | 244 |
|
|
2020
Q3 | $330K | Buy |
5,497
+736
| +15% | +$44.2K | 0.06% | 142 |
|
|
2020
Q2 | $202K | Buy |
+4,761
| New | +$202K | 0.04% | 153 |
|
|
2020
Q1 | – | Sell |
-4,761
| Closed | -$229K | – | 146 |
|
|
2019
Q4 | $229K | Sell |
4,761
-1,505
| -24% | -$72.4K | 0.13% | 62 |
|
|
2019
Q3 | $269K | Hold |
6,266
| – | – | 0.1% | 70 |
|
|
2019
Q2 | $304K | Sell |
6,266
-184
| -3% | -$8.93K | 0.13% | 57 |
|
|
2019
Q1 | $352K | Hold |
6,450
| – | – | 0.15% | 53 |
|
|
2018
Q4 | $249K | Sell |
6,450
-71
| -1% | -$2.74K | 0.09% | 90 |
|
|
2018
Q3 | $322K | Buy |
+6,521
| New | +$322K | 0.07% | 141 |
|