Credit Suisse’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $11.7M | Sell |
149,454
-485
| -0.3% | -$37.9K | 0.01% | 843 |
|
|
2023
Q4 | $10.4M | Buy |
149,939
+7,909
| +6% | +$547K | 0.01% | 903 |
|
|
2023
Q3 | $8.73M | Sell |
142,030
-644
| -0.5% | -$39.6K | 0.01% | 955 |
|
|
2023
Q2 | $8.51M | Buy |
142,674
+46,473
| +48% | +$2.77M | 0.01% | 999 |
|
|
2023
Q1 | $5.68M | Buy |
96,201
+4,727
| +5% | +$279K | 0.01% | 1206 |
|
|
2022
Q4 | $5.34M | Sell |
91,474
-50,727
| -36% | -$2.96M | 0.01% | 1249 |
|
|
2022
Q3 | $7.38M | Buy |
142,201
+2,794
| +2% | +$145K | 0.01% | 1044 |
|
|
2022
Q2 | $7.81M | Sell |
139,407
-1,910
| -1% | -$107K | 0.01% | 1023 |
|
|
2022
Q1 | $9.6M | Buy |
141,317
+53,546
| +61% | +$3.64M | 0.01% | 1054 |
|
|
2021
Q4 | $6.18M | Sell |
87,771
-14,308
| -14% | -$1.01M | ﹤0.01% | 1376 |
|
|
2021
Q3 | $6.94M | Sell |
102,079
-2,419
| -2% | -$164K | ﹤0.01% | 1324 |
|
|
2021
Q2 | $6.75M | Buy |
104,498
+5,518
| +6% | +$356K | ﹤0.01% | 1357 |
|
|
2021
Q1 | $6.34M | Sell |
98,980
-41,826
| -30% | -$2.68M | ﹤0.01% | 1398 |
|
|
2020
Q4 | $7.11M | Buy |
140,806
+42,065
| +43% | +$2.12M | ﹤0.01% | 1302 |
|
|
2020
Q3 | $3.33M | Sell |
98,741
-6,054
| -6% | -$204K | ﹤0.01% | 1507 |
|
|
2020
Q2 | $3.31M | Buy |
104,795
+20,408
| +24% | +$645K | ﹤0.01% | 1536 |
|
|
2020
Q1 | $2.32M | Sell |
84,387
-17,592
| -17% | -$484K | ﹤0.01% | 1583 |
|
|
2019
Q4 | $4.12M | Sell |
101,979
-10,335
| -9% | -$418K | ﹤0.01% | 1532 |
|
|
2019
Q3 | $4.3M | Buy |
112,314
+20,034
| +22% | +$766K | ﹤0.01% | 1430 |
|
|
2019
Q2 | $3.63M | Sell |
92,280
-17,630
| -16% | -$694K | ﹤0.01% | 1545 |
|
|
2019
Q1 | $3.87M | Sell |
109,910
-34,591
| -24% | -$1.22M | ﹤0.01% | 1513 |
|
|
2018
Q4 | $3.99M | Buy |
144,501
+37,203
| +35% | +$1.03M | ﹤0.01% | 1394 |
|
|
2018
Q3 | $3.67M | Sell |
107,298
-51,032
| -32% | -$1.74M | ﹤0.01% | 1565 |
|
|
2018
Q2 | $5.52M | Buy |
158,330
+22,512
| +17% | +$784K | 0.01% | 1366 |
|
|
2018
Q1 | $5.36M | Sell |
135,818
-6,538
| -5% | -$258K | 0.01% | 1391 |
|
|
2017
Q4 | $5.65M | Sell |
142,356
-26,988
| -16% | -$1.07M | 0.01% | 1392 |
|
|
2017
Q3 | $6.04M | Buy |
169,344
+73,377
| +76% | +$2.61M | 0.01% | 1332 |
|
|
2017
Q2 | $2.94M | Sell |
95,967
-5,981
| -6% | -$183K | ﹤0.01% | 1671 |
|
|
2017
Q1 | $3.41M | Sell |
101,948
-25,830
| -20% | -$864K | ﹤0.01% | 1652 |
|
|
2016
Q4 | $4.25M | Buy |
127,778
+14,450
| +13% | +$481K | ﹤0.01% | 1529 |
|
|
2016
Q3 | $2.91M | Sell |
113,328
-14,009
| -11% | -$359K | ﹤0.01% | 1843 |
|
|
2016
Q2 | $2.67M | Buy |
127,337
+5,961
| +5% | +$125K | ﹤0.01% | 1879 |
|
|
2016
Q1 | $2.4M | Sell |
121,376
-26,541
| -18% | -$524K | ﹤0.01% | 1843 |
|
|
2015
Q4 | $4.18M | Sell |
147,917
-119,683
| -45% | -$3.38M | ﹤0.01% | 1590 |
|
|
2015
Q3 | $7.51M | Buy |
267,600
+57,696
| +27% | +$1.62M | 0.01% | 1212 |
|
|
2015
Q2 | $8.08M | Buy |
209,904
+151,396
| +259% | +$5.83M | 0.01% | 1266 |
|
|
2015
Q1 | $2.18M | Sell |
58,508
-12,256
| -17% | -$456K | ﹤0.01% | 2094 |
|
|
2014
Q4 | $2.41M | Buy |
70,764
+20,986
| +42% | +$714K | ﹤0.01% | 2092 |
|
|
2014
Q3 | $1.56M | Sell |
49,778
-9,829
| -16% | -$307K | ﹤0.01% | 2349 |
|
|
2014
Q2 | $1.88M | Buy |
59,607
+30,348
| +104% | +$958K | ﹤0.01% | 2414 |
|
|
2014
Q1 | $971K | Sell |
29,259
-30,891
| -51% | -$1.03M | ﹤0.01% | 2814 |
|
|
2013
Q4 | $1.92M | Buy |
60,150
+17,010
| +39% | +$543K | ﹤0.01% | 2321 |
|
|
2013
Q3 | $1.19M | Buy |
43,140
+27,690
| +179% | +$761K | ﹤0.01% | 2431 |
|
|
2013
Q2 | $368K | Buy |
+15,450
| New | +$368K | ﹤0.01% | 3114 |
|