Joint shares owned by Thomas Stevens, CFA"
Historical chart of Thomas Stevens, CFA" investment in Joint
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All positions including Joint held by Thomas Stevens, CFA" consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Joint by Thomas Stevens, CFA"
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $325k | 34k | 9.54 |
| 2025-06-30 | $457k | 40k | 11.54 |
| 2025-03-31 | $829k | 66k | 12.49 |
| 2024-12-31 | $841k | 79k | 10.63 |
| 2024-09-30 | $1.0M | 90k | 11.44 |
| 2024-06-30 | $1.1M | 79k | 14.06 |
| 2020-12-31 | $1.2M | 44k | 26.25 |
| 2020-09-30 | $775k | 45k | 17.38 |
| 2020-06-30 | $556k | 36k | 15.27 |
| 2020-03-31 | $190k | 18k | 10.82 |