Bowling Portfolio Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-20,945
| Closed | -$1.42M | – | 214 |
|
|
2022
Q1 | $1.42M | Buy |
+20,945
| New | +$1.42M | 0.31% | 115 |
|
|
2020
Q4 | – | Sell |
-13,686
| Closed | -$461K | – | 345 |
|
|
2020
Q3 | $461K | Sell |
13,686
-19,928
| -59% | -$671K | 0.1% | 205 |
|
|
2020
Q2 | $1.06M | Sell |
33,614
-3,897
| -10% | -$123K | 0.23% | 110 |
|
|
2020
Q1 | $1.03M | Sell |
37,511
-1,552
| -4% | -$42.7K | 0.25% | 108 |
|
|
2019
Q4 | $1.58M | Sell |
39,063
-11,585
| -23% | -$468K | 0.27% | 105 |
|
|
2019
Q3 | $1.94M | Sell |
50,648
-2,575
| -5% | -$98.5K | 0.32% | 90 |
|
|
2019
Q2 | $2.1M | Buy |
+53,223
| New | +$2.1M | 0.34% | 87 |
|
|
2018
Q1 | – | Sell |
-11,391
| Closed | -$452K | – | 403 |
|
|
2017
Q4 | $452K | Buy |
+11,391
| New | +$452K | 0.06% | 310 |
|