Disciplined Investments’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 |
-25
| Closed | -$1.49K | – | 1294 |
|
|
2023
Q2 | $1.49K | Sell |
25
-3
| -11% | -$179 | ﹤0.01% | 785 |
|
|
2023
Q1 | $1.66K | Buy |
28
+2
| +8% | +$118 | ﹤0.01% | 748 |
|
|
2022
Q4 | $1.52K | Sell |
26
-4
| -13% | -$234 | ﹤0.01% | 725 |
|
|
2022
Q3 | $2K | Buy |
30
+10
| +50% | +$667 | ﹤0.01% | 718 |
|
|
2022
Q2 | $1K | Sell |
20
-3
| -13% | -$150 | ﹤0.01% | 1095 |
|
|
2022
Q1 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 777 |
|