Archford Capital Strategies’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-137
| Closed | -$5K | – | 465 |
|
|
2019
Q2 | $5K | Hold |
137
| – | – | ﹤0.01% | 465 |
|
|
2019
Q1 | $5K | Buy |
137
+39
| +40% | +$1.42K | ﹤0.01% | 438 |
|
|
2018
Q4 | $3K | Hold |
98
| – | – | ﹤0.01% | 447 |
|
|
2018
Q3 | $3K | Hold |
98
| – | – | ﹤0.01% | 479 |
|
|
2018
Q2 | $3K | Hold |
98
| – | – | ﹤0.01% | 552 |
|
|
2018
Q1 | $4K | Buy |
+98
| New | +$4K | ﹤0.01% | 426 |
|
|
2017
Q2 | – | Sell |
-98
| Closed | -$3K | – | 546 |
|
|
2017
Q1 | $3K | Hold |
98
| – | – | ﹤0.01% | 559 |
|
|
2016
Q4 | $3K | Hold |
98
| – | – | ﹤0.01% | 477 |
|
|
2016
Q3 | $2K | Sell |
98
-97
| -50% | -$1.98K | ﹤0.01% | 545 |
|
|
2016
Q2 | $4K | Buy |
+195
| New | +$4K | ﹤0.01% | 524 |
|
|
2016
Q1 | – | Sell |
-195
| Closed | -$6K | – | 520 |
|
|
2015
Q4 | $6K | Hold |
195
| – | – | ﹤0.01% | 539 |
|
|
2015
Q3 | $6K | Buy |
195
+97
| +99% | +$2.99K | ﹤0.01% | 422 |
|
|
2015
Q2 | $4K | Hold |
98
| – | – | ﹤0.01% | 398 |
|
|
2015
Q1 | $3.62K | Hold |
98
| – | – | ﹤0.01% | 410 |
|
|
2014
Q4 | $3K | Hold |
98
| – | – | ﹤0.01% | 463 |
|
|
2014
Q3 | $3K | Hold |
98
| – | – | ﹤0.01% | 458 |
|
|
2014
Q2 | $3.08K | Buy |
+98
| New | +$3.08K | ﹤0.01% | 583 |
|