Financial Gravity Asset Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13
| Closed | -$1.03K | – | 2348 |
|
|
2024
Q1 | $1.03K | Buy |
+13
| New | +$1.03K | ﹤0.01% | 1235 |
|
|
2023
Q3 | – | Sell |
-60
| Closed | -$868 | – | 1697 |
|
|
2023
Q2 | $868 | Buy |
60
+1
| +2% | +$14 | ﹤0.01% | 847 |
|
|
2023
Q1 | $294 | Buy |
59
+1
| +2% | +$5 | 0.01% | 549 |
|
|
2022
Q4 | $10.8K | Sell |
58
-306
| -84% | -$57K | 0.06% | 228 |
|
|
2022
Q3 | $261 | Sell |
364
-28
| -7% | -$20 | 0.01% | 501 |
|
|
2022
Q2 | $283 | Buy |
+392
| New | +$283 | 0.01% | 480 |
|
|
2020
Q1 | – | Sell |
-92
| Closed | -$4K | – | 1349 |
|
|
2019
Q4 | $4K | Hold |
92
| – | – | ﹤0.01% | 1293 |
|
|
2019
Q3 | $4K | Hold |
92
| – | – | ﹤0.01% | 760 |
|
|
2019
Q2 | $4K | Hold |
92
| – | – | ﹤0.01% | 746 |
|
|
2019
Q1 | $3K | Buy |
+92
| New | +$3K | ﹤0.01% | 868 |
|