Charles Schwab’s STANCORP FINL GRP SFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-154,461
| Closed | -$17.6M | – | 3074 |
|
|
2015
Q4 | $17.6M | Buy |
154,461
+5,187
| +3% | +$591K | 0.02% | 655 |
|
|
2015
Q3 | $17M | Buy |
149,274
+35,146
| +31% | +$4.01M | 0.03% | 629 |
|
|
2015
Q2 | $8.63M | Buy |
114,128
+10,644
| +10% | +$805K | 0.01% | 1159 |
|
|
2015
Q1 | $7.1M | Buy |
103,484
+13,168
| +15% | +$903K | 0.01% | 1250 |
|
|
2014
Q4 | $6.31M | Buy |
90,316
+37
| +0% | +$2.59K | 0.01% | 1257 |
|
|
2014
Q3 | $5.7M | Sell |
90,279
-34,737
| -28% | -$2.19M | 0.01% | 1260 |
|
|
2014
Q2 | $8M | Sell |
125,016
-14,363
| -10% | -$919K | 0.01% | 1010 |
|
|
2014
Q1 | $9.31M | Sell |
139,379
-27,406
| -16% | -$1.83M | 0.02% | 858 |
|
|
2013
Q4 | $11.1M | Buy |
166,785
+35,062
| +27% | +$2.32M | 0.02% | 654 |
|
|
2013
Q3 | $7.31M | Buy |
131,723
+22,661
| +21% | +$1.26M | 0.01% | 853 |
|
|
2013
Q2 | $5.51M | Buy |
+109,062
| New | +$5.51M | 0.01% | 961 |
|