Gideon Capital Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,606
| Closed | -$223K | – | 451 |
|
|
2017
Q4 | $223K | Buy |
+5,606
| New | +$223K | 0.2% | 246 |
|
|
2015
Q4 | – | Sell |
-7,970
| Closed | -$224K | – | 269 |
|
|
2015
Q3 | $224K | Buy |
7,970
+2,769
| +53% | +$77.8K | 0.13% | 183 |
|
|
2015
Q2 | $200K | Buy |
+5,201
| New | +$200K | 0.08% | 223 |
|