Kapitalo Investimentos’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,403
| Closed | -$202K | – | 215 |
|
|
2024
Q2 | $202K | Sell |
2,403
-1,132
| -32% | -$95.3K | 0.06% | 153 |
|
|
2024
Q1 | $276K | Buy |
+3,535
| New | +$276K | 0.06% | 182 |
|
|
2023
Q2 | – | Sell |
-1,635
| Closed | -$96.6K | – | 674 |
|
|
2023
Q1 | $96.6K | Buy |
+1,635
| New | +$96.6K | 0.03% | 342 |
|