Hillsdale 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
Q4 | – | Sell |
-6,600
| Closed | -$406K | – | 638 |
|
|
2023
Q3 | $406K | Sell |
6,600
-1,000
| -13% | -$61.4K | 0.04% | 313 |
|
|
2023
Q2 | $453K | Buy |
+7,600
| New | +$453K | 0.04% | 268 |
|
|
2020
Q3 | – | Sell |
-19,950
| Closed | -$631K | – | 644 |
|
|
2020
Q2 | $631K | Sell |
19,950
-76,553
| -79% | -$2.42M | 0.06% | 280 |
|
|
2020
Q1 | $2.66M | Buy |
+96,503
| New | +$2.66M | 0.32% | 90 |
|
|
2018
Q2 | – | Sell |
-31,410
| Closed | -$1.24M | – | 545 |
|
|
2018
Q1 | $1.24M | Buy |
+31,410
| New | +$1.24M | 0.17% | 125 |
|