Chesley Taft & Associates’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 |
-5,520
| Closed | -$629K | – | 254 |
|
|
2015
Q4 | $629K | Hold |
5,520
| – | – | 0.07% | 175 |
|
|
2015
Q3 | $630K | Hold |
5,520
| – | – | 0.07% | 157 |
|
|
2015
Q2 | $417K | Hold |
5,520
| – | – | 0.04% | 186 |
|
|
2015
Q1 | $379K | Hold |
5,520
| – | – | 0.04% | 192 |
|
|
2014
Q4 | $386K | Hold |
5,520
| – | – | 0.04% | 197 |
|
|
2014
Q3 | $349K | Hold |
5,520
| – | – | 0.04% | 203 |
|
|
2014
Q2 | $353K | Hold |
5,520
| – | – | 0.04% | 204 |
|
|
2014
Q1 | $369K | Buy |
+5,520
| New | +$369K | 0.04% | 201 |
|