Lenox Wealth Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $12K | Hold |
189
| – | – | ﹤0.01% | 458 |
|
|
2021
Q4 | $13K | Hold |
189
| – | – | ﹤0.01% | 476 |
|
|
2021
Q3 | $13K | Hold |
189
| – | – | ﹤0.01% | 437 |
|
|
2021
Q2 | $12K | Buy |
+189
| New | +$12K | ﹤0.01% | 445 |
|
|
2020
Q2 | – | Sell |
-68
| Closed | -$2K | – | 768 |
|
|
2020
Q1 | $2K | Hold |
68
| – | – | ﹤0.01% | 614 |
|
|
2019
Q4 | $3K | Hold |
68
| – | – | ﹤0.01% | 560 |
|
|
2019
Q3 | $3K | Buy |
+68
| New | +$3K | ﹤0.01% | 466 |
|
|
2018
Q3 | – | Sell |
-204
| Closed | -$7K | – | 504 |
|
|
2018
Q2 | $7K | Sell |
204
-65
| -24% | -$2.23K | ﹤0.01% | 419 |
|
|
2018
Q1 | $11K | Buy |
269
+204
| +314% | +$8.34K | ﹤0.01% | 351 |
|
|
2017
Q4 | $3K | Buy |
+65
| New | +$3K | ﹤0.01% | 297 |
|
|
2013
Q4 | – | Sell |
-132
| Closed | -$4K | – | 404 |
|
|
2013
Q3 | $4K | Buy |
+132
| New | +$4K | ﹤0.01% | 189 |
|