Advisory Services Network’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-323
| Closed | -$22.3K | – | 3297 |
|
|
2023
Q4 | $22.3K | Buy |
+323
| New | +$22.3K | ﹤0.01% | 2470 |
|
|
2023
Q2 | – | Sell |
-318
| Closed | -$18.8K | – | 3297 |
|
|
2023
Q1 | $18.8K | Buy |
318
+2
| +0.6% | +$118 | ﹤0.01% | 2575 |
|
|
2022
Q4 | $18.4K | Buy |
+316
| New | +$18.4K | ﹤0.01% | 2537 |
|
|
2021
Q1 | – | Sell |
-90
| Closed | -$5K | – | 2866 |
|
|
2020
Q4 | $5K | Hold |
90
| – | – | ﹤0.01% | 2730 |
|
|
2020
Q3 | $3K | Buy |
+90
| New | +$3K | ﹤0.01% | 2999 |
|
|
2020
Q2 | – | Sell |
-230
| Closed | -$6K | – | 2474 |
|
|
2020
Q1 | $6K | Buy |
230
+12
| +6% | +$313 | ﹤0.01% | 2433 |
|
|
2019
Q4 | $9K | Sell |
218
-67
| -24% | -$2.77K | ﹤0.01% | 2410 |
|
|
2019
Q3 | $12K | Hold |
285
| – | – | ﹤0.01% | 2088 |
|
|
2019
Q2 | $12K | Buy |
285
+195
| +217% | +$8.21K | ﹤0.01% | 2086 |
|
|
2019
Q1 | $3K | Sell |
90
-129
| -59% | -$4.3K | ﹤0.01% | 2268 |
|
|
2018
Q4 | $7K | Sell |
219
-363
| -62% | -$11.6K | ﹤0.01% | 1912 |
|
|
2018
Q3 | $20K | Hold |
582
| – | – | ﹤0.01% | 1573 |
|
|
2018
Q2 | $21K | Hold |
582
| – | – | ﹤0.01% | 1536 |
|
|
2018
Q1 | $23K | Buy |
582
+354
| +155% | +$14K | ﹤0.01% | 1606 |
|
|
2017
Q4 | $9K | Buy |
+228
| New | +$9K | ﹤0.01% | 1890 |
|