Sunbelt Securities’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137K | Sell |
283
-20
| -7% | -$9.69K | 0.01% | 682 |
|
|
2025
Q1 | $127K | Buy |
303
+20
| +7% | +$8.4K | 0.01% | 676 |
|
|
2024
Q4 | $137K | Sell |
283
-20
| -7% | -$9.71K | 0.01% | 684 |
|
|
2024
Q3 | $154K | Hold |
303
| – | – | 0.02% | 668 |
|
|
2024
Q2 | $136K | Hold |
303
| – | – | 0.01% | 660 |
|
|
2024
Q1 | $144K | Sell |
303
-327
| -52% | -$156K | 0.02% | 629 |
|
|
2023
Q4 | $284K | Sell |
630
-14
| -2% | -$6.32K | 0.04% | 417 |
|
|
2023
Q3 | $221K | Sell |
644
-36
| -5% | -$12.4K | 0.03% | 458 |
|
|
2023
Q2 | $238K | Buy |
680
+40
| +6% | +$14K | 0.03% | 430 |
|
|
2023
Q1 | $205K | Buy |
+640
| New | +$205K | 0.03% | 430 |
|