Benjamin F. Edwards & Company’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $32K | Hold |
375
| – | – | ﹤0.01% | 1439 |
|
|
2024
Q1 | $29K | Hold |
375
| – | – | ﹤0.01% | 1435 |
|
|
2023
Q4 | $26K | Hold |
375
| – | – | ﹤0.01% | 1420 |
|
|
2023
Q3 | $23K | Hold |
375
| – | – | ﹤0.01% | 1234 |
|
|
2023
Q2 | $22K | Hold |
375
| – | – | ﹤0.01% | 1255 |
|
|
2023
Q1 | $22K | Hold |
375
| – | – | ﹤0.01% | 1259 |
|
|
2022
Q4 | $22K | Hold |
375
| – | – | ﹤0.01% | 1263 |
|
|
2022
Q3 | $19K | Buy |
375
+335
| +838% | +$17K | ﹤0.01% | 1276 |
|
|
2022
Q2 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 1714 |
|
|
2021
Q3 | – | Sell |
-201
| Closed | -$13K | – | 1764 |
|
|
2021
Q2 | $13K | Buy |
201
+1
| +0.5% | +$65 | ﹤0.01% | 1324 |
|
|
2021
Q1 | $13K | Hold |
200
| – | – | ﹤0.01% | 1302 |
|
|
2020
Q4 | $10K | Sell |
200
-175
| -47% | -$8.75K | ﹤0.01% | 1282 |
|
|
2020
Q3 | $13K | Hold |
375
| – | – | ﹤0.01% | 1214 |
|
|
2020
Q2 | $12K | Hold |
375
| – | – | ﹤0.01% | 1247 |
|
|
2020
Q1 | $10K | Hold |
375
| – | – | ﹤0.01% | 1256 |
|
|
2019
Q4 | $15K | Hold |
375
| – | – | ﹤0.01% | 1318 |
|
|
2019
Q3 | $14K | Hold |
375
| – | – | ﹤0.01% | 1308 |
|
|
2019
Q2 | $15K | Hold |
375
| – | – | ﹤0.01% | 1290 |
|
|
2019
Q1 | $13K | Buy |
375
+75
| +25% | +$2.6K | ﹤0.01% | 1257 |
|
|
2018
Q4 | $8K | Buy |
+300
| New | +$8K | ﹤0.01% | 1344 |
|
|
2016
Q2 | – | Sell |
-375
| Closed | -$7K | – | 1128 |
|
|
2016
Q1 | $7K | Buy |
+375
| New | +$7K | ﹤0.01% | 870 |
|