Aperio Group’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $3.33M | Sell |
65,924
-1,764
| -3% | -$89K | 0.01% | 1007 |
|
|
2020
Q3 | $2.28M | Sell |
67,688
-105
| -0.2% | -$3.54K | 0.01% | 1056 |
|
|
2020
Q2 | $2.14M | Sell |
67,793
-1,516
| -2% | -$47.9K | 0.01% | 1078 |
|
|
2020
Q1 | $1.91M | Buy |
69,309
+16,482
| +31% | +$453K | 0.01% | 1034 |
|
|
2019
Q4 | $2.14M | Buy |
52,827
+4,762
| +10% | +$193K | 0.01% | 1066 |
|
|
2019
Q3 | $1.84M | Buy |
48,065
+1,682
| +4% | +$64.4K | 0.01% | 1094 |
|
|
2019
Q2 | $1.83M | Buy |
46,383
+957
| +2% | +$37.7K | 0.01% | 1106 |
|
|
2019
Q1 | $1.6M | Sell |
45,426
-7,502
| -14% | -$264K | 0.01% | 1135 |
|
|
2018
Q4 | $1.46M | Buy |
52,928
+8,609
| +19% | +$238K | 0.01% | 1116 |
|
|
2018
Q3 | $1.52M | Sell |
44,319
-3,648
| -8% | -$125K | 0.01% | 1176 |
|
|
2018
Q2 | $1.67M | Sell |
47,967
-2,253
| -4% | -$78.5K | 0.01% | 1111 |
|
|
2018
Q1 | $1.98M | Sell |
50,220
-546
| -1% | -$21.6K | 0.01% | 1013 |
|
|
2017
Q4 | $2.02M | Buy |
50,766
+5,779
| +13% | +$229K | 0.01% | 980 |
|
|
2017
Q3 | $1.6M | Sell |
44,987
-4,429
| -9% | -$158K | 0.01% | 1027 |
|
|
2017
Q2 | $1.52M | Sell |
49,416
-16,715
| -25% | -$512K | 0.01% | 1018 |
|
|
2017
Q1 | $2.21M | Buy |
66,131
+27,138
| +70% | +$908K | 0.02% | 832 |
|
|
2016
Q4 | $1.3M | Buy |
38,993
+1,830
| +5% | +$60.9K | 0.01% | 1004 |
|
|
2016
Q3 | $953K | Sell |
37,163
-301
| -0.8% | -$7.72K | 0.01% | 1127 |
|
|
2016
Q2 | $785K | Buy |
37,464
+12,391
| +49% | +$260K | 0.01% | 1183 |
|
|
2016
Q1 | $495K | Buy |
25,073
+8,780
| +54% | +$173K | ﹤0.01% | 1377 |
|
|
2015
Q4 | $460K | Buy |
16,293
+547
| +3% | +$15.4K | ﹤0.01% | 1380 |
|
|
2015
Q3 | $442K | Sell |
15,746
-6,595
| -30% | -$185K | ﹤0.01% | 1371 |
|
|
2015
Q2 | $860K | Buy |
22,341
+3,685
| +20% | +$142K | 0.01% | 1048 |
|
|
2015
Q1 | $693K | Sell |
18,656
-1,128
| -6% | -$41.9K | 0.01% | 1101 |
|
|
2014
Q4 | $673K | Buy |
19,784
+6,935
| +54% | +$236K | 0.01% | 1064 |
|
|
2014
Q3 | $402K | Buy |
12,849
+462
| +4% | +$14.5K | 0.01% | 1245 |
|
|
2014
Q2 | $391K | Buy |
12,387
+3,528
| +40% | +$111K | 0.01% | 1254 |
|
|
2014
Q1 | $294K | Buy |
+8,859
| New | +$294K | ﹤0.01% | 1639 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 1660 |
|