Cobiz Wealth’s Stifel Financial Corp. SF.PRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $3.02M | Buy |
116,365
+200
| +0.2% | +$5.2K | 0.6% | 52 |
|
|
2019
Q1 | $3.09M | Sell |
116,165
-1,000
| -0.9% | -$26.6K | 0.6% | 51 |
|
|
2018
Q4 | $2.85M | Hold |
117,165
| – | – | 0.63% | 48 |
|
|
2018
Q3 | $2.96M | Buy |
117,165
+4,275
| +4% | +$108K | 0.57% | 53 |
|
|
2018
Q2 | $2.93M | Buy |
112,890
+1,744
| +2% | +$45.3K | 0.6% | 53 |
|
|
2018
Q1 | $2.97M | Buy |
111,146
+6,876
| +7% | +$184K | 0.63% | 54 |
|
|
2017
Q4 | $2.82M | Hold |
104,270
| – | – | 0.59% | 55 |
|
|
2017
Q3 | $2.8M | Buy |
104,270
+1,000
| +1% | +$26.8K | 0.61% | 55 |
|
|
2017
Q2 | $2.75M | Buy |
103,270
+3,400
| +3% | +$90.6K | 0.61% | 56 |
|
|
2017
Q1 | $2.59M | Buy |
99,870
+500
| +0.5% | +$13K | 0.58% | 60 |
|
|
2016
Q4 | $2.47M | Sell |
99,370
-2,000
| -2% | -$49.7K | 0.58% | 59 |
|
|
2016
Q3 | $2.82M | Buy |
+101,370
| New | +$2.82M | 0.68% | 58 |
|