Sterneck Capital Management, LLC Managed Portfolio Ser Tortoise Transaction History

Sterneck Capital Management, LLC

$179 Million
Q1 2025

A detailed history of Sterneck Capital Management, LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Sterneck Capital Management, LLC holds 6,300 shares of TPYP stock, worth $221,382. This represents 0.13% of its overall portfolio holdings.

Number of Shares

6,300

Previous 6,300 -0.0%

Holding current value

$221,382

Previous $214,000 6.54%

% of portfolio

0.13%

Previous 0.12%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 07, 2025	BUY	$31.7 - $36.82 $199,710 - $231,966	6,300 New	6,300 $214,000
Q1 2023 Apr 19, 2023	SELL	$22.96 - $25.79 $151,581 - $170,265	-6,602 Reduced 7.24%	84,590 $2.06 Million
Q4 2022 Jan 18, 2023	SELL	$23.36 - $26.48 $51,648 - $58,547	-2,211 Reduced 2.37%	91,192 $0
Q3 2022 Oct 13, 2022	BUY	$22.85 - $27.34 $50,978 - $60,995	2,231 Added 2.45%	93,403 $2.16 Million
Q2 2022 Aug 10, 2022	SELL	$23.4 - $28.48 $27,120 - $33,008	-1,159 Reduced 1.26%	91,172 $2.21 Million
Q1 2022 May 03, 2022	BUY	$22.5 - $26.72 $39,262 - $46,626	1,745 Added 1.93%	92,331 $2.45 Million
Q4 2021 Jan 25, 2022	BUY	$21.34 - $23.93 $87,728 - $98,376	4,111 Added 4.75%	90,586 $2.01 Million
Q3 2021 Oct 18, 2021	BUY	$20.88 - $22.86 $19,105 - $20,916	915 Added 1.07%	86,475 $1.89 Million
Q2 2021 Jul 30, 2021	BUY	$20.36 - $23.9 $59,715 - $70,098	2,933 Added 3.55%	85,560 $1.89 Million
Q1 2021 May 05, 2021	BUY	$17.21 - $20.92 $1.42 Million - $1.73 Million	82,627 New	82,627 $1.68 Million

Others Institutions Holding TPYP

# of Institutions

125

Shares Held

20.8M

Call Options Held

Put Options Held

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About MANAGED PORTFOLIO SER TORTOISE

Ticker TPYP
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Sterneck Capital Management, LLC Managed Portfolio Ser Tortoise Transaction History