Creative Planning’s Astoria Financial Corporation AF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-816
| Closed | -$16K | – | 4401 |
|
2017
Q2 | $16K | Hold |
816
| – | – | ﹤0.01% | 3306 |
|
2017
Q1 | $17K | Hold |
816
| – | – | ﹤0.01% | 3223 |
|
2016
Q4 | $15K | Hold |
816
| – | – | ﹤0.01% | 3250 |
|
2016
Q3 | $12K | Sell |
816
-127
| -13% | -$1.87K | ﹤0.01% | 3377 |
|
2016
Q2 | $14K | Buy |
943
+127
| +16% | +$1.89K | ﹤0.01% | 3010 |
|
2016
Q1 | $13K | Hold |
816
| – | – | ﹤0.01% | 3055 |
|
2015
Q4 | $13K | Sell |
816
-5,986
| -88% | -$95.4K | ﹤0.01% | 3118 |
|
2015
Q3 | $110K | Buy |
+6,802
| New | +$110K | ﹤0.01% | 1534 |
|
2015
Q2 | – | Sell |
-10,399
| Closed | -$135K | – | 3554 |
|
2015
Q1 | $135K | Buy |
10,399
+276
| +3% | +$3.58K | ﹤0.01% | 1398 |
|
2014
Q4 | $135K | Buy |
10,123
+200
| +2% | +$2.67K | ﹤0.01% | 1374 |
|
2014
Q3 | $123K | Buy |
9,923
+5,986
| +152% | +$74.2K | ﹤0.01% | 1335 |
|
2014
Q2 | $53K | Hold |
3,937
| – | – | ﹤0.01% | 1835 |
|
2014
Q1 | $54K | Hold |
3,937
| – | – | ﹤0.01% | 1749 |
|
2013
Q4 | $54K | Hold |
3,937
| – | – | ﹤0.01% | 1564 |
|
2013
Q3 | $49K | Hold |
3,937
| – | – | ﹤0.01% | 1523 |
|
2013
Q2 | $42K | Buy |
+3,937
| New | +$42K | ﹤0.01% | 1478 |
|