Engineers Gate Manager’s Stifel SF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Sell |
3,600
-26,095
| -88% | -$2.71M | ﹤0.01% | 1620 |
|
|
2025
Q1 | $2.8M | Buy |
29,695
+12,353
| +71% | +$1.16M | 0.05% | 560 |
|
|
2024
Q4 | $1.84M | Buy |
+17,342
| New | +$1.84M | 0.03% | 664 |
|
|
2024
Q2 | – | Sell |
-5,141
| Closed | -$402K | – | 2199 |
|
|
2024
Q1 | $402K | Sell |
5,141
-7,215
| -58% | -$564K | 0.01% | 1315 |
|
|
2023
Q4 | $854K | Sell |
12,356
-4,482
| -27% | -$310K | 0.02% | 886 |
|
|
2023
Q3 | $1.03M | Buy |
16,838
+4,468
| +36% | +$275K | 0.04% | 692 |
|
|
2023
Q2 | $738K | Buy |
12,370
+7,241
| +141% | +$432K | 0.03% | 851 |
|
|
2023
Q1 | $303K | Sell |
5,129
-23,223
| -82% | -$1.37M | 0.01% | 1237 |
|
|
2022
Q4 | $1.65M | Buy |
+28,352
| New | +$1.65M | 0.1% | 250 |
|
|
2022
Q3 | – | Sell |
-4,994
| Closed | -$280K | – | 2030 |
|
|
2022
Q2 | $280K | Sell |
4,994
-3,232
| -39% | -$181K | 0.01% | 1457 |
|
|
2022
Q1 | $559K | Sell |
8,226
-81
| -1% | -$5.5K | 0.02% | 1006 |
|
|
2021
Q4 | $585K | Buy |
+8,307
| New | +$585K | 0.03% | 943 |
|
|
2021
Q3 | – | Sell |
-11,958
| Closed | -$776K | – | 1941 |
|
|
2021
Q2 | $776K | Buy |
+11,958
| New | +$776K | 0.05% | 556 |
|
|
2020
Q3 | – | Sell |
-78,564
| Closed | -$2.48M | – | 1944 |
|
|
2020
Q2 | $2.48M | Buy |
78,564
+65,355
| +495% | +$2.07M | 0.13% | 206 |
|
|
2020
Q1 | $364K | Buy |
13,209
+2,538
| +24% | +$69.9K | 0.03% | 941 |
|
|
2019
Q4 | $431K | Buy |
+10,671
| New | +$431K | 0.02% | 1074 |
|
|
2019
Q3 | – | Sell |
-53,009
| Closed | -$2.09M | – | 1585 |
|
|
2019
Q2 | $2.09M | Buy |
+53,009
| New | +$2.09M | 0.12% | 291 |
|
|
2016
Q2 | – | Sell |
-15,776
| Closed | -$311K | – | 815 |
|
|
2016
Q1 | $311K | Buy |
+15,776
| New | +$311K | 0.02% | 558 |
|
|
2015
Q4 | – | Sell |
-8,241
| Closed | -$231K | – | 776 |
|
|
2015
Q3 | $231K | Sell |
8,241
-6,956
| -46% | -$195K | 0.02% | 572 |
|
|
2015
Q2 | $585K | Sell |
15,197
-56,928
| -79% | -$2.19M | 0.06% | 572 |
|
|
2015
Q1 | $2.68M | Buy |
+72,125
| New | +$2.68M | 0.36% | 16 |
|