AlphaQ Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,000
| Closed | -$782K | – | 141 |
|
|
2024
Q1 | $782K | Sell |
10,000
-1,000
| -9% | -$78.2K | 0.47% | 56 |
|
|
2023
Q4 | $761K | Sell |
11,000
-1,319
| -11% | -$91.2K | 0.53% | 46 |
|
|
2023
Q3 | $757K | Sell |
12,319
-11,985
| -49% | -$736K | 0.66% | 41 |
|
|
2023
Q2 | $1.45M | Sell |
24,304
-75
| -0.3% | -$4.48K | 1.07% | 24 |
|
|
2023
Q1 | $1.44M | Sell |
24,379
-82
| -0.3% | -$4.85K | 1.22% | 20 |
|
|
2022
Q4 | $1.43M | Buy |
+24,461
| New | +$1.43M | 1.24% | 21 |
|