Capstone Asset Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $354K | Buy |
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|
2017
Q1 | $344K | Buy |
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|
2016
Q4 | $313K | Hold |
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|
2016
Q3 | $241K | Sell |
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|
2016
Q2 | $206K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $260K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $237K | Buy |
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|
2015
Q1 | $222K | Sell |
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|
2014
Q4 | $1.41M | Sell |
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|
2014
Q3 | $1.45M | Buy |
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|
2014
Q2 | $1.45M | Buy |
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|
2014
Q1 | $1.28M | Sell |
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|
2013
Q4 | $1.27M | Sell |
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|
2013
Q3 | $1.15M | Buy |
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|
2013
Q2 | $952K | Buy |
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