Confluence Wealth Services, Inc. Closed Holding Positions

Confluence Wealth Services, Inc.

  • $1.31 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SENS
Senseonics Holdings, Inc.

Healthcare
Q1 2022 Filed on Apr 26, 2022
1,000
$1.54 - $3.71 $1.54K - $3.71K
SVC
Service Properties Trust

Real Estate
Q1 2022 Filed on Apr 26, 2022
1,800
$7.11 - $9.7 $12.8K - $17.5K
AOS
Smith A O Corp

Industrials
Q1 2022 Filed on Apr 26, 2022
143
$63.89 - $84.96 $9.14K - $12.1K
Sl Green Rlty Corporation Reit
Q1 2022 Filed on Apr 26, 2022
5
N/A
SKY
Skyline Champion Corp

Consumer Cyclical
Q1 2022 Filed on Apr 26, 2022
213
$54.88 - $79.23 $11.7K - $16.9K
SKLZ
Skillz Inc.

Communication Services
Q1 2022 Filed on Apr 26, 2022
325
$2.15 - $7.66 $699 - $2.49K
SKX
Skechers Usa Inc

Consumer Cyclical
Q1 2022 Filed on Apr 26, 2022
319
$34.26 - $48.94 $10.9K - $15.6K
SIX
Six Flags Entertainment Corp

Consumer Cyclical
Q1 2022 Filed on Apr 26, 2022
399
$36.64 - $46.76 $14.6K - $18.7K
SITE
Site One Landscape Supply, Inc.

Industrials
Q1 2022 Filed on Apr 26, 2022
227
$156.41 - $237.89 $35.5K - $54K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q1 2022 Filed on Apr 26, 2022
3,245
$5.97 - $6.86 $19.4K - $22.3K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
Q1 2022 Filed on Apr 26, 2022
282
$108.97 - $135.76 $30.7K - $38.3K
SPG
Simon Property Group Inc

Real Estate
Q1 2022 Filed on Apr 26, 2022
5
$128.19 - $163.16 $641 - $816
SWAV
Shockwave Medical, Inc.

Healthcare
Q1 2022 Filed on Apr 26, 2022
45
$127.96 - $207.36 $5.76K - $9.33K
SFBS
Servis First Bancshares, Inc.

Financial Services
Q1 2022 Filed on Apr 26, 2022
133
$82.04 - $95.32 $10.9K - $12.7K
Santander Consumer Usa Hldgs I
Q1 2022 Filed on Apr 26, 2022
48
N/A
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
Q1 2022 Filed on Apr 26, 2022
200
$80.06 - $95.77 $16K - $19.2K
THO
Thor Industries Inc

Consumer Cyclical
Q1 2022 Filed on Apr 26, 2022
513
$78.7 - $106.42 $40.4K - $54.6K
TTD
Trade Desk, Inc.

Technology
Q1 2022 Filed on Apr 26, 2022
650
$52.48 - $90.11 $34.1K - $58.6K
TGTX
Tg Therapeutics, Inc.

Healthcare
Q1 2022 Filed on Apr 26, 2022
651
$7.81 - $20.45 $5.08K - $13.3K
TXT
Textron Inc

Industrials
Q1 2022 Filed on Apr 26, 2022
405
$66.65 - $78.25 $27K - $31.7K
TMX
Terminix Global Holdings Inc

Consumer Cyclical
Q1 2022 Filed on Apr 26, 2022
155
$39.05 - $46.35 $6.05K - $7.18K
TER
Teradyne, Inc

Technology
Q1 2022 Filed on Apr 26, 2022
27
$105.57 - $166.38 $2.85K - $4.49K
Tenax Therapeutics Incorporated Com New
Q1 2022 Filed on Apr 26, 2022
100
N/A
TENB
Tenable Holdings, Inc.

Technology
Q1 2022 Filed on Apr 26, 2022
200
$44.97 - $58.67 $8.99K - $11.7K
TEI
Templeton Emerging Markets Income Fund

Financial Services
Q1 2022 Filed on Apr 26, 2022
6,628
$6.23 - $7.47 $41.3K - $49.5K
TDY
Teledyne Technologies Inc

Technology
Q1 2022 Filed on Apr 26, 2022
18
$397.41 - $473.12 $7.15K - $8.52K
TDOC
Teladoc Health, Inc.

Healthcare
Q1 2022 Filed on Apr 26, 2022
178
$50.79 - $95.08 $9.04K - $16.9K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
Q1 2022 Filed on Apr 26, 2022
1,645
$20.62 - $25.34 $33.9K - $41.7K
THRY
Thryv Holdings, Inc.

Communication Services
Q1 2022 Filed on Apr 26, 2022
301
$26.59 - $41.6 $8K - $12.5K
TLRY
Tilray Brands, Inc.

Healthcare
Q1 2022 Filed on Apr 26, 2022
4,403
$4.88 - $8.56 $21.5K - $37.7K
TKR
Timken CO

Industrials
Q1 2022 Filed on Apr 26, 2022
441
$59.41 - $74.73 $26.2K - $33K
TFC
Truist Financial Corp

Financial Services
Q1 2022 Filed on Apr 26, 2022
1,155
$56.23 - $67.41 $64.9K - $77.9K
TRN
Trinity Industries Inc

Industrials
Q1 2022 Filed on Apr 26, 2022
190
$27.57 - $35.32 $5.24K - $6.71K
TY
Tri Continental Corp

Financial Services
Q1 2022 Filed on Apr 26, 2022
1,118
$29.13 - $33.21 $32.6K - $37.1K
TREX
Trex CO Inc

Industrials
Q1 2022 Filed on Apr 26, 2022
345
$65.33 - $133.55 $22.5K - $46.1K
TNL
Travel & Leisure Co.

Consumer Cyclical
Q1 2022 Filed on Apr 26, 2022
24
$46.31 - $62.06 $1.11K - $1.49K
TRU
Trans Union

Industrials
Q1 2022 Filed on Apr 26, 2022
77
$86.12 - $118.22 $6.63K - $9.1K
TMDX
Trans Medics Group, Inc.

Healthcare
Q1 2022 Filed on Apr 26, 2022
100
$12.58 - $26.94 $1.26K - $2.69K
TDG
Trans Digm Group Inc

Industrials
Q1 2022 Filed on Apr 26, 2022
17
$591.97 - $684.29 $10.1K - $11.6K
TTC
Toro CO

Industrials
Q1 2022 Filed on Apr 26, 2022
105
$81.34 - $101.53 $8.54K - $10.7K
BLD
Top Build Corp

Industrials
Q1 2022 Filed on Apr 26, 2022
23
$181.39 - $275.79 $4.17K - $6.34K
TOL
Toll Brothers, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 26, 2022
50
$47.02 - $71.33 $2.35K - $3.57K
TIPT
Tiptree Inc.

Financial Services
Q1 2022 Filed on Apr 26, 2022
589
$11.75 - $14.05 $6.92K - $8.28K
TGNA
Tegna Inc

Communication Services
Q1 2022 Filed on Apr 26, 2022
745
$18.16 - $22.93 $13.5K - $17.1K
TRGP
Targa Resources Corp.

Energy
Q1 2022 Filed on Apr 26, 2022
398
$53.24 - $76.25 $21.2K - $30.3K
STLD
Steel Dynamics Inc

Basic Materials
Q1 2022 Filed on Apr 26, 2022
235
$52.45 - $89.49 $12.3K - $21K
STT
State Street Corp

Financial Services
Q1 2022 Filed on Apr 26, 2022
380
$78.17 - $103.77 $29.7K - $39.4K
STWD
Starwood Property Trust, Inc.

Real Estate
Q1 2022 Filed on Apr 26, 2022
300
$22.4 - $25.44 $6.72K - $7.63K
SXI
Standex International Corp

Industrials
Q1 2022 Filed on Apr 26, 2022
131
$97.18 - $110.8 $12.7K - $14.5K
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