Truist Financial’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $969K | Buy |
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|
2024
Q1 | $702K | Buy |
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|
2023
Q4 | $433K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $221K | Sell |
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|
2023
Q1 | $230K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $2.06M | Sell |
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|
2020
Q4 | $4.13M | Buy |
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|
2020
Q3 | $3.65M | Buy |
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|
2020
Q2 | $2.81M | Buy |
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|
2020
Q1 | $1.98M | Sell |
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|
2019
Q4 | $3.33M | Buy |
|