Advisor Group’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $661K | Buy |
16,367
+2,046
| +14% | +$82.6K | ﹤0.01% | 1481 |
|
|
2019
Q3 | $549K | Buy |
14,321
+965
| +7% | +$37K | ﹤0.01% | 1545 |
|
|
2019
Q2 | $526K | Buy |
13,356
+1,249
| +10% | +$49.2K | ﹤0.01% | 1573 |
|
|
2019
Q1 | $425K | Sell |
12,107
-2,313
| -16% | -$81.2K | ﹤0.01% | 1709 |
|
|
2018
Q4 | $398K | Buy |
14,420
+803
| +6% | +$22.2K | ﹤0.01% | 1573 |
|
|
2018
Q3 | $465K | Buy |
13,617
+3,286
| +32% | +$112K | ﹤0.01% | 1525 |
|
|
2018
Q2 | $359K | Sell |
10,331
-64
| -0.6% | -$2.22K | ﹤0.01% | 1560 |
|
|
2018
Q1 | $411K | Sell |
10,395
-402
| -4% | -$15.9K | 0.01% | 1453 |
|
|
2017
Q4 | $429K | Buy |
10,797
+1,746
| +19% | +$69.4K | 0.01% | 1428 |
|
|
2017
Q3 | $323K | Buy |
9,051
+1,075
| +13% | +$38.4K | 0.01% | 1487 |
|
|
2017
Q2 | $244K | Sell |
7,976
-247
| -3% | -$7.56K | ﹤0.01% | 1634 |
|
|
2017
Q1 | $275K | Buy |
8,223
+2,536
| +45% | +$84.8K | 0.01% | 1440 |
|
|
2016
Q4 | $190K | Buy |
5,687
+329
| +6% | +$11K | ﹤0.01% | 1587 |
|
|
2016
Q3 | $137K | Buy |
5,358
+1
| +0% | +$26 | ﹤0.01% | 1794 |
|
|
2016
Q2 | $111K | Buy |
+5,357
| New | +$111K | ﹤0.01% | 1848 |
|