Independent Portfolio Consultants’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.02M | Sell |
33,293
-4,320
| -11% | -$132K | 0.42% | 48 |
|
|
2017
Q1 | $1.26M | Buy |
37,613
+1,410
| +4% | +$47.2K | 0.43% | 51 |
|
|
2016
Q4 | $1.21M | Sell |
36,203
-697
| -2% | -$23.2K | 0.4% | 59 |
|
|
2016
Q3 | $946K | Sell |
36,900
-158
| -0.4% | -$4.05K | 0.3% | 100 |
|
|
2016
Q2 | $777K | Buy |
37,058
+11,498
| +45% | +$241K | 0.24% | 126 |
|
|
2016
Q1 | $504K | Buy |
25,560
+5,655
| +28% | +$112K | 0.14% | 211 |
|
|
2015
Q4 | $562K | Sell |
19,905
-5,678
| -22% | -$160K | 0.17% | 176 |
|
|
2015
Q3 | $718K | Buy |
25,583
+3,473
| +16% | +$97.5K | 0.16% | 181 |
|
|
2015
Q2 | $851K | Buy |
22,110
+1,912
| +9% | +$73.6K | 0.17% | 177 |
|
|
2015
Q1 | $751K | Sell |
20,198
-772
| -4% | -$28.7K | 0.15% | 185 |
|
|
2014
Q4 | $713K | Buy |
20,970
+10,912
| +108% | +$371K | 0.14% | 199 |
|
|
2014
Q3 | $314K | Buy |
10,058
+1,221
| +14% | +$38.1K | 0.08% | 390 |
|
|
2014
Q2 | $279K | Buy |
8,837
+2,567
| +41% | +$81K | 0.08% | 390 |
|
|
2014
Q1 | $207K | Sell |
6,270
-4,275
| -41% | -$141K | 0.07% | 438 |
|
|
2013
Q4 | $337K | Sell |
10,545
-1,695
| -14% | -$54.2K | 0.12% | 349 |
|
|
2013
Q3 | $336K | Sell |
12,240
-15
| -0.1% | -$412 | 0.13% | 329 |
|
|
2013
Q2 | $291K | Buy |
+12,255
| New | +$291K | 0.13% | 337 |
|