James Investment Research’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-450
| Closed | -$12K | – | 485 |
|
|
2020
Q1 | $12K | Sell |
450
-38,948
| -99% | -$1.04M | ﹤0.01% | 379 |
|
|
2019
Q4 | $1.59M | Buy |
39,398
+11,250
| +40% | +$455K | 0.11% | 155 |
|
|
2019
Q3 | $1.08M | Sell |
28,148
-270
| -1% | -$10.3K | 0.08% | 177 |
|
|
2019
Q2 | $1.12M | Sell |
28,418
-13,950
| -33% | -$549K | 0.08% | 162 |
|
|
2019
Q1 | $1.49M | Buy |
42,368
+18,908
| +81% | +$665K | 0.1% | 161 |
|
|
2018
Q4 | $648K | Sell |
23,460
-54,158
| -70% | -$1.5M | 0.04% | 441 |
|
|
2018
Q3 | $2.65M | Sell |
77,618
-20,145
| -21% | -$688K | 0.11% | 179 |
|
|
2018
Q2 | $3.41M | Buy |
97,763
+41,025
| +72% | +$1.43M | 0.13% | 151 |
|
|
2018
Q1 | $2.24M | Buy |
56,738
+8,288
| +17% | +$327K | 0.08% | 245 |
|
|
2017
Q4 | $1.92M | Sell |
48,450
-6,038
| -11% | -$240K | 0.07% | 309 |
|
|
2017
Q3 | $1.94M | Buy |
+54,488
| New | +$1.94M | 0.07% | 260 |
|