TPI
Trust Point Inc’s Stifel SF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $529K | Sell |
5,093
-2,473
| -33% | -$257K | 0.05% | 180 |
|
|
2025
Q1 | $713K | Sell |
7,566
-3,078
| -29% | -$290K | 0.07% | 164 |
|
|
2024
Q4 | $1.13M | Buy |
10,644
+8,296
| +353% | +$880K | 0.08% | 134 |
|
|
2024
Q3 | $220K | Buy |
+2,348
| New | +$220K | 0.02% | 482 |
|
|
2024
Q1 | – | Sell |
-2,906
| Closed | -$201K | – | 545 |
|
|
2023
Q4 | $201K | Buy |
+2,906
| New | +$201K | 0.02% | 484 |
|