HRT Financial’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
13,074
+8,441
| +182% | +$875K | 0.01% | 921 |
|
|
2025
Q1 | $436K | Buy |
+4,633
| New | +$436K | ﹤0.01% | 1353 |
|
|
2024
Q1 | – | Sell |
-43,558
| Closed | -$3.01M | – | 2825 |
|
|
2023
Q4 | $3.01M | Sell |
43,558
-16,722
| -28% | -$1.16M | 0.02% | 452 |
|
|
2023
Q3 | $3.7M | Buy |
+60,280
| New | +$3.7M | 0.04% | 366 |
|
|
2022
Q4 | – | Sell |
-96,102
| Closed | -$4.99M | – | 2845 |
|
|
2022
Q3 | $4.99M | Buy |
96,102
+52,869
| +122% | +$2.74M | 0.05% | 290 |
|
|
2022
Q2 | $2.42M | Buy |
43,233
+6,516
| +18% | +$365K | 0.03% | 483 |
|
|
2022
Q1 | $2.49M | Buy |
+36,717
| New | +$2.49M | 0.02% | 492 |
|
|
2021
Q4 | – | Sell |
-117,776
| Closed | -$8M | – | 3655 |
|
|
2021
Q3 | $8M | Sell |
117,776
-225,325
| -66% | -$15.3M | 0.05% | 188 |
|
|
2021
Q2 | $22.3M | Buy |
+343,101
| New | +$22.3M | 0.2% | 73 |
|
|
2021
Q1 | – | Sell |
-12,589
| Closed | -$635K | – | 2877 |
|
|
2020
Q4 | $635K | Sell |
12,589
-10,585
| -46% | -$534K | 0.01% | 849 |
|
|
2020
Q3 | $781K | Buy |
23,174
+12,828
| +124% | +$432K | 0.02% | 623 |
|
|
2020
Q2 | $327K | Buy |
+10,346
| New | +$327K | 0.01% | 843 |
|
|
2020
Q1 | – | Sell |
-32,598
| Closed | -$1.32M | – | 1173 |
|
|
2019
Q4 | $1.32M | Buy |
32,598
+2,895
| +10% | +$117K | 0.06% | 234 |
|
|
2019
Q3 | $1.14M | Buy |
+29,703
| New | +$1.14M | 0.05% | 256 |
|