Stegent Equity Advisors, Inc. Purchases and Sells in Q1 2025

Stegent Equity Advisors, Inc.

$84.8 Million
Q1 2025

Top Buys

Incresed Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KBWP	8.7K + 53.81%	$110.12 - $124.59 $958K - $1.08M	24.9K $3.1M
GLTR	3.29K + 10.66%	$111.19 - $129.47 $366K - $426K	34.2K $4.43M
FTNT	8.84K + 309.82%	$92.49 - $114.57 $817K - $1.01M	11.7K $1.13M
LOPE	3.69K + 300.65%	$160.89 - $187.27 $594K - $691K	4.92K $851K
IEO	4.28K + 16.44%	$86.02 - $99.13 $369K - $425K	30.4K $2.87M
MCD	1.51K + 59.2%	$279.74 - $321.29 $423K - $486K	4.07K $1.27M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VRSK	4.92K New	$268.63 - $301.33 $1.32M - $1.48M	4.92K $1.46M
ABBV	4.46K New	$169.2 - $216.66 $755K - $967K	4.46K $934K
CTA	28.5K New	$27.81 - $30.21 $792K - $861K	28.5K $843K
BLOK	15.2K New	$36.88 - $49.3 $561K - $750K	15.2K $561K
CHD	4.95K New	$101.42 - $113.2 $502K - $560K	4.95K $544K
TW	2.81K New	$123.42 - $148.46 $346K - $417K	2.81K $416K

Top Sells

Reduced Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JEPI	-24.3K - 72.58%	$56.17 - $59.71 $1.37M - $1.45M	9.18K $524K
TPL	-1.21K - 38.61%	$1180.08 - $1431.01 $1.42M - $1.72M	1.92K $2.54M
PPA	-7.86K - 61.34%	$113.59 - $123.29 $892K - $968K	4.95K $577K
PG	-4.83K - 43.19%	$158.56 - $176.26 $766K - $851K	6.35K $1.08M
CL	-8.59K - 63.4%	$85.68 - $97.5 $736K - $837K	4.96K $464K
RACE	-1.74K - 59.22%	$413.73 - $508.15 $719K - $883K	1.2K $512K

Activity Summary All Purchases 42 New Holdings 13 Increased Positions 29 All Sells 48 Reductions 48 Sold out 0 Calls 0 Puts 0

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