Brinker Capital’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.23M | Buy |
39,039
+19,957
| +105% | +$631K | 0.04% | 447 |
|
|
2020
Q1 | $525K | Sell |
19,082
-1,218
| -6% | -$33.5K | 0.02% | 623 |
|
|
2019
Q4 | $821K | Sell |
20,300
-7,623
| -27% | -$308K | 0.03% | 569 |
|
|
2019
Q3 | $1.07M | Buy |
27,923
+3,671
| +15% | +$140K | 0.04% | 471 |
|
|
2019
Q2 | $955K | Sell |
24,252
-1,241
| -5% | -$48.9K | 0.03% | 487 |
|
|
2019
Q1 | $897K | Buy |
25,493
+7,007
| +38% | +$247K | 0.03% | 495 |
|
|
2018
Q4 | $510K | Sell |
18,486
-1,116
| -6% | -$30.8K | 0.02% | 594 |
|
|
2018
Q3 | $670K | Buy |
19,602
+1,420
| +8% | +$48.5K | 0.02% | 620 |
|
|
2018
Q2 | $633K | Buy |
18,182
+1,148
| +7% | +$40K | 0.02% | 636 |
|
|
2018
Q1 | $673K | Sell |
17,034
-968
| -5% | -$38.2K | 0.03% | 611 |
|
|
2017
Q4 | $715K | Sell |
18,002
-291
| -2% | -$11.6K | 0.03% | 567 |
|
|
2017
Q3 | $652K | Sell |
18,293
-1,224
| -6% | -$43.6K | 0.03% | 570 |
|
|
2017
Q2 | $598K | Buy |
19,517
+1,373
| +8% | +$42.1K | 0.03% | 484 |
|
|
2017
Q1 | $607K | Buy |
+18,144
| New | +$607K | 0.03% | 546 |
|