Freedom Investment Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,185
| Closed | -$306K | – | 764 |
|
|
2023
Q1 | $306K | Sell |
5,185
-3,536
| -41% | -$209K | 0.03% | 546 |
|
|
2022
Q4 | $509K | Sell |
8,721
-4,385
| -33% | -$256K | 0.06% | 416 |
|
|
2022
Q3 | $680K | Buy |
13,106
+79
| +0.6% | +$4.1K | 0.08% | 326 |
|
|
2022
Q2 | $730K | Buy |
13,027
+9,814
| +305% | +$550K | 0.08% | 329 |
|
|
2022
Q1 | $218K | Sell |
3,213
-18
| -0.6% | -$1.22K | 0.02% | 712 |
|
|
2021
Q4 | $227K | Buy |
+3,231
| New | +$227K | 0.02% | 765 |
|