Cutler Group’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,301
| Closed | -$89K | – | 1682 |
|
|
2023
Q4 | $89K | Sell |
1,301
-100
| -7% | -$6.84K | 0.01% | 544 |
|
|
2023
Q3 | $86K | Buy |
+1,401
| New | +$86K | 0.01% | 591 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 1905 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 2092 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 2277 |
|
|
2022
Q1 | – | Sell |
-1,394
| Closed | -$98K | – | 2493 |
|
|
2021
Q4 | $98K | Buy |
+1,394
| New | +$98K | ﹤0.01% | 939 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 2648 |
|
|
2021
Q2 | – | Sell |
-470
| Closed | -$30K | – | 2645 |
|
|
2021
Q1 | $30K | Buy |
+470
| New | +$30K | ﹤0.01% | 1334 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2031 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 1980 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2054 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2050 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 2123 |
|
|
2019
Q1 | – | Sell |
-3,000
| Closed | -$82K | – | 2101 |
|
|
2018
Q4 | $82K | Buy |
+3,000
| New | +$82K | 0.01% | 687 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 2112 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 2184 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 2390 |
|
|
2017
Q4 | – | Sell |
-4,953
| Closed | -$176K | – | 2744 |
|
|
2017
Q3 | $176K | Sell |
4,953
-1,797
| -27% | -$63.9K | 0.01% | 798 |
|
|
2017
Q2 | $206K | Sell |
6,750
-450
| -6% | -$13.7K | 0.01% | 850 |
|
|
2017
Q1 | $240K | Buy |
+7,200
| New | +$240K | 0.01% | 745 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 3343 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 3295 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 3305 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 3309 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 3239 |
|