J.P. Morgan Private Wealth Advisors’s Stifel SF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.37M | Buy |
38,611
+7,357
| +24% | +$452K | 0.01% | 685 |
|
|
2023
Q2 | $1.86M | Sell |
31,254
-11,619
| -27% | -$693K | 0.01% | 584 |
|
|
2023
Q1 | $2.53M | Sell |
42,873
-13,063
| -23% | -$772K | 0.01% | 788 |
|
|
2022
Q4 | $3.26M | Sell |
55,936
-408,112
| -88% | -$23.8M | 0.01% | 695 |
|
|
2022
Q3 | $24.1M | Sell |
464,048
-6,017
| -1% | -$312K | 0.06% | 262 |
|
|
2022
Q2 | $26.3M | Sell |
470,065
-127,760
| -21% | -$7.16M | 0.07% | 250 |
|
|
2022
Q1 | $40.6M | Buy |
597,825
+55,508
| +10% | +$3.77M | 0.09% | 217 |
|
|
2021
Q4 | $38.2M | Buy |
542,317
+51,721
| +11% | +$3.64M | 0.08% | 220 |
|
|
2021
Q3 | $33.3M | Buy |
490,596
+189,912
| +63% | +$12.9M | 0.08% | 234 |
|
|
2021
Q2 | $19.5M | Buy |
300,684
+275,899
| +1,113% | +$17.9M | 0.05% | 308 |
|
|
2021
Q1 | $1.59M | Buy |
24,785
+2,606
| +12% | +$167K | 0.01% | 851 |
|
|
2020
Q4 | $1.12M | Buy |
22,179
+588
| +3% | +$29.7K | ﹤0.01% | 961 |
|
|
2020
Q3 | $728K | Buy |
21,591
+2,061
| +11% | +$69.5K | ﹤0.01% | 1012 |
|
|
2020
Q2 | $618K | Sell |
19,530
-1,061
| -5% | -$33.6K | ﹤0.01% | 992 |
|
|
2020
Q1 | $567K | Sell |
20,591
-3,187
| -13% | -$87.8K | ﹤0.01% | 891 |
|
|
2019
Q4 | $961K | Buy |
23,778
+1,546
| +7% | +$62.5K | ﹤0.01% | 808 |
|
|
2019
Q3 | $850K | Buy |
22,232
+4,346
| +24% | +$166K | ﹤0.01% | 815 |
|
|
2019
Q2 | $704K | Buy |
17,886
+174
| +1% | +$6.85K | ﹤0.01% | 868 |
|
|
2019
Q1 | $623K | Buy |
+17,712
| New | +$623K | ﹤0.01% | 947 |
|
|
2018
Q4 | – | Sell |
-6,620
| Closed | -$226K | – | 1563 |
|
|
2018
Q3 | $226K | Buy |
6,620
+300
| +5% | +$10.2K | ﹤0.01% | 1425 |
|
|
2018
Q2 | $220K | Buy |
+6,320
| New | +$220K | ﹤0.01% | 1327 |
|
|
2016
Q1 | – | Sell |
-221,571
| Closed | -$6.26M | – | 1292 |
|
|
2015
Q4 | $6.26M | Sell |
221,571
-6,198
| -3% | -$175K | 0.06% | 216 |
|
|
2015
Q3 | $6.39M | Sell |
227,769
-380
| -0.2% | -$10.7K | 0.08% | 204 |
|
|
2015
Q2 | $8.78M | Sell |
228,149
-92,817
| -29% | -$3.57M | 0.1% | 198 |
|
|
2015
Q1 | $11.9M | Sell |
320,966
-465
| -0.1% | -$17.3K | 0.14% | 159 |
|
|
2014
Q4 | $10.9M | Sell |
321,431
-97
| -0% | -$3.3K | 0.13% | 170 |
|
|
2014
Q3 | $10.1M | Buy |
321,528
+304,069
| +1,742% | +$9.51M | 0.13% | 173 |
|
|
2014
Q2 | $551K | Sell |
17,459
-45
| -0.3% | -$1.42K | 0.01% | 535 |
|
|
2014
Q1 | $581K | Buy |
17,504
+10,383
| +146% | +$345K | 0.01% | 525 |
|
|
2013
Q4 | $227K | Sell |
7,121
-6,307
| -47% | -$201K | ﹤0.01% | 585 |
|
|
2013
Q3 | $369K | Buy |
13,428
+97
| +0.7% | +$2.67K | 0.01% | 478 |
|
|
2013
Q2 | $317K | Buy |
+13,331
| New | +$317K | 0.01% | 489 |
|