Capstone Investment Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,626
| Closed | -$389K | – | 1112 |
|
|
2024
Q2 | $389K | Sell |
4,626
-1,110
| -19% | -$93.4K | ﹤0.01% | 652 |
|
|
2024
Q1 | $448K | Buy |
+5,736
| New | +$448K | ﹤0.01% | 877 |
|
|
2017
Q2 | – | Sell |
-21,602
| Closed | -$722K | – | 759 |
|
|
2017
Q1 | $722K | Buy |
+21,602
| New | +$722K | 0.02% | 371 |
|