Errol M. Rudman’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-69,150
| Closed | -$2.36M | – | 41 |
|
|
2018
Q3 | $2.36M | Hold |
69,150
| – | – | 0.88% | 35 |
|
|
2018
Q2 | $2.41M | Sell |
69,150
-12,600
| -15% | -$439K | 1.12% | 30 |
|
|
2018
Q1 | $3.23M | Hold |
81,750
| – | – | 1.55% | 20 |
|
|
2017
Q4 | $3.25M | Hold |
81,750
| – | – | 1.57% | 21 |
|
|
2017
Q3 | $2.91M | Sell |
81,750
-30,000
| -27% | -$1.07M | 1.67% | 18 |
|
|
2017
Q2 | $3.43M | Buy |
111,750
+15,000
| +16% | +$460K | 1.72% | 20 |
|
|
2017
Q1 | $3.24M | Hold |
96,750
| – | – | 2.09% | 19 |
|
|
2016
Q4 | $3.22M | Buy |
96,750
+75,000
| +345% | +$2.5M | 2.23% | 15 |
|
|
2016
Q3 | $558K | Hold |
21,750
| – | – | 0.45% | 22 |
|
|
2016
Q2 | $456K | Sell |
21,750
-36,750
| -63% | -$770K | 0.44% | 19 |
|
|
2016
Q1 | $1.15M | Sell |
58,500
-5,465
| -9% | -$108K | 0.78% | 25 |
|
|
2015
Q4 | $1.81M | Sell |
63,965
-1,162
| -2% | -$32.8K | 0.68% | 31 |
|
|
2015
Q3 | $1.83M | Hold |
65,127
| – | – | 0.71% | 34 |
|
|
2015
Q2 | $2.51M | Hold |
65,127
| – | – | 0.85% | 34 |
|
|
2015
Q1 | $2.42M | Hold |
65,127
| – | – | 0.84% | 37 |
|
|
2014
Q4 | $2.22M | Sell |
65,127
-33,000
| -34% | -$1.12M | 0.9% | 32 |
|
|
2014
Q3 | $3.07M | Hold |
98,127
| – | – | 1.54% | 25 |
|
|
2014
Q2 | $3.1M | Hold |
98,127
| – | – | 1.58% | 26 |
|
|
2014
Q1 | $3.26M | Hold |
98,127
| – | – | 1.89% | 23 |
|
|
2013
Q4 | $3.14M | Buy |
98,127
+17,877
| +22% | +$571K | 1.87% | 21 |
|
|
2013
Q3 | $2.21M | Buy |
80,250
+15,000
| +23% | +$412K | 1.52% | 27 |
|
|
2013
Q2 | $1.55M | Buy |
+65,250
| New | +$1.55M | 1.27% | 26 |
|