Stifel Financial Corp Managed Portfolio Ser Tortoise Transaction History

Stifel Financial Corp

$93.7 Billion
Q4 2024

A detailed history of Stifel Financial Corp transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Stifel Financial Corp holds 50,400 shares of TPYP stock, worth $1.74 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

50,400

Previous 49,648 1.51%

Holding current value

$1.74 Million

Previous $1.56 Million 10.34%

% of portfolio

0.0%

Previous 0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$31.7 - $36.82 $23,838 - $27,688	752 Added 1.51%	50,400 $1.72 Million
Q3 2024 Nov 14, 2024	SELL	$28.68 - $32.0 $11,615 - $12,960	-405 Reduced 0.81%	49,648 $1.56 Million
Q2 2024 Aug 13, 2024	SELL	$26.63 - $29.03 $49,957 - $54,460	-1,876 Reduced 3.61%	50,053 $1.44 Million
Q1 2024 May 13, 2024	BUY	$25.32 - $27.96 $23,572 - $26,030	931 Added 1.83%	51,929 $1.45 Million
Q4 2023 Feb 12, 2024	BUY	$23.59 - $26.45 $41,872 - $46,948	1,775 Added 3.61%	50,998 $1.32 Million
Q3 2023 Nov 13, 2023	SELL	$24.35 - $25.66 $38,497 - $40,568	-1,581 Reduced 3.11%	49,223 $1.2 Million
Q2 2023 Aug 14, 2023	SELL	$23.58 - $24.97 $28,107 - $29,764	-1,192 Reduced 2.29%	50,804 $1.25 Million
Q1 2023 May 12, 2023	BUY	$22.96 - $25.79 $1,308 - $1,470	57 Added 0.11%	51,996 $1.26 Million
Q4 2022 Feb 13, 2023	BUY	$23.36 - $26.48 $3,784 - $4,289	162 Added 0.31%	51,939 $1.28 Million
Q3 2022 Nov 14, 2022	BUY	$22.85 - $27.34 $101,819 - $121,827	4,456 Added 9.42%	51,777 $1.2 Million
Q2 2022 Aug 15, 2022	BUY	$23.4 - $28.48 $299,824 - $364,914	12,813 Added 37.13%	47,321 $1.15 Million
Q1 2022 May 13, 2022	BUY	$22.5 - $26.72 $100,710 - $119,598	4,476 Added 14.9%	34,508 $914,000
Q4 2021 Feb 14, 2022	BUY	$21.34 - $23.93 $640,882 - $718,665	30,032 New	30,032 $668,000
Q4 2020 Feb 12, 2021	SELL	$14.86 - $18.85 $686,086 - $870,304	-46,170 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$14.89 - $17.92 $687,471 - $827,366	46,170 New	46,170 $691,000
Q1 2020 May 14, 2020	SELL	$11.57 - $23.89 $434,060 - $896,257	-37,516 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$21.89 - $23.75 $109,756 - $119,082	5,014 Added 15.43%	37,516 $884,000
Q3 2019 Nov 13, 2019	SELL	$23.4 - $24.0 $31,449 - $32,256	-1,344 Reduced 3.97%	32,502 $760,000
Q2 2019 Aug 14, 2019	SELL	N/A	-10,955 Reduced 24.45%	33,846 $814,000
Q1 2019 May 14, 2019	BUY	N/A	181 Added 0.41%	44,801 $1.07 Million
Q4 2018 Feb 13, 2019	BUY	N/A	32,823 Added 278.23%	44,620 $883,000
Q3 2018 Nov 13, 2018	BUY	N/A	2,788 Added 30.95%	11,797 $270,000
Q2 2018 Aug 14, 2018	BUY	N/A	9,009 New	9,009 $203,000

Others Institutions Holding TPYP

# of Institutions

125

Shares Held

20.9M

Call Options Held

Put Options Held

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Stifel Financial Corp Managed Portfolio Ser Tortoise Transaction History