Jackson Creek Investment Advisors’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 |
-23,726
| Closed | -$1.61M | – | 365 |
|
|
2022
Q1 | $1.61M | Sell |
23,726
-24
| -0.1% | -$1.63K | 0.59% | 10 |
|
|
2021
Q4 | $1.67M | Sell |
23,750
-1,231
| -5% | -$86.7K | 0.6% | 10 |
|
|
2021
Q3 | $1.7M | Buy |
24,981
+7,419
| +42% | +$504K | 0.63% | 11 |
|
|
2021
Q2 | $1.14M | Sell |
17,562
-11,283
| -39% | -$732K | 0.42% | 85 |
|
|
2021
Q1 | $1.85M | Sell |
28,845
-2,792
| -9% | -$179K | 0.64% | 8 |
|
|
2020
Q4 | $1.6M | Sell |
31,637
-96
| -0.3% | -$4.84K | 0.63% | 8 |
|
|
2020
Q3 | $1.07M | Buy |
+31,733
| New | +$1.07M | 0.48% | 25 |
|