Dubuque Bank & Trust’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-465
| Closed | -$16K | – | 528 |
|
|
2019
Q1 | $16K | Hold |
465
| – | – | ﹤0.01% | 412 |
|
|
2018
Q4 | $13K | Hold |
465
| – | – | ﹤0.01% | 408 |
|
|
2018
Q3 | $16K | Sell |
465
-8,129
| -95% | -$280K | ﹤0.01% | 384 |
|
|
2018
Q2 | $299K | Sell |
8,594
-837
| -9% | -$29.1K | 0.05% | 134 |
|
|
2018
Q1 | $372K | Buy |
9,431
+285
| +3% | +$11.2K | 0.06% | 125 |
|
|
2017
Q4 | $363K | Buy |
9,146
+78
| +0.9% | +$3.1K | 0.06% | 148 |
|
|
2017
Q3 | $323K | Buy |
9,068
+378
| +4% | +$13.5K | 0.05% | 161 |
|
|
2017
Q2 | $266K | Buy |
8,690
+714
| +9% | +$21.9K | 0.06% | 163 |
|
|
2017
Q1 | $267K | Buy |
+7,976
| New | +$267K | 0.06% | 155 |
|