Highland Capital Management (Texas)’s SWS GROUP INC SWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-3,268,307
| Closed | -$22.6M | – | 269 |
|
|
2014
Q4 | $22.6M | Hold |
3,268,307
| – | – | 0.75% | 35 |
|
|
2014
Q3 | $22.5M | Buy |
3,268,307
+100,000
| +3% | +$689K | 0.84% | 32 |
|
|
2014
Q2 | $23.1M | Buy |
3,168,307
+603,521
| +24% | +$4.39M | 0.85% | 31 |
|
|
2014
Q1 | $19.2M | Hold |
2,564,786
| – | – | 0.77% | 35 |
|
|
2013
Q4 | $15.6M | Buy |
2,564,786
+231,000
| +10% | +$1.4M | 0.85% | 35 |
|
|
2013
Q3 | $13M | Buy |
2,333,786
+110,154
| +5% | +$615K | 0.84% | 36 |
|
|
2013
Q2 | $12.1M | Buy |
+2,223,632
| New | +$12.1M | 0.93% | 29 |
|