Intersect Capital’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,510
| Closed | -$238K | – | 429 |
|
|
2022
Q1 | $238K | Buy |
3,510
+28
| +0.8% | +$1.9K | 0.05% | 375 |
|
|
2021
Q4 | $245K | Hold |
3,482
| – | – | 0.05% | 353 |
|
|
2021
Q3 | $237K | Sell |
3,482
-43
| -1% | -$2.93K | 0.04% | 332 |
|
|
2021
Q2 | $229K | Sell |
3,525
-46
| -1% | -$2.99K | 0.04% | 318 |
|
|
2021
Q1 | $229K | Buy |
+3,571
| New | +$229K | 0.05% | 289 |
|