Denali Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-63
| Closed | -$3.76K | – | 534 |
|
|
2023
Q2 | $3.76K | Buy |
63
+10
| +19% | +$597 | ﹤0.01% | 382 |
|
|
2023
Q1 | $3.13K | Hold |
53
| – | – | ﹤0.01% | 347 |
|
|
2022
Q4 | $3.09K | Hold |
53
| – | – | ﹤0.01% | 344 |
|
|
2022
Q3 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 326 |
|
|
2022
Q2 | – | Sell |
-76
| Closed | -$5K | – | 412 |
|
|
2022
Q1 | $5K | Hold |
76
| – | – | ﹤0.01% | 339 |
|
|
2021
Q4 | $5K | Hold |
76
| – | – | ﹤0.01% | 341 |
|
|
2021
Q3 | $5K | Buy |
76
+26
| +52% | +$1.71K | ﹤0.01% | 245 |
|
|
2021
Q2 | $3K | Buy |
50
+16
| +47% | +$960 | ﹤0.01% | 245 |
|
|
2021
Q1 | $2K | Hold |
34
| – | – | ﹤0.01% | 339 |
|
|
2020
Q4 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 364 |
|