Leuthold Group’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,669
| Closed | -$348K | – | 191 |
|
|
2023
Q3 | $348K | Sell |
5,669
-87
| -2% | -$5.35K | 0.05% | 155 |
|
|
2023
Q2 | $343K | Hold |
5,756
| – | – | 0.04% | 168 |
|
|
2023
Q1 | $340K | Sell |
5,756
-353
| -6% | -$20.9K | 0.04% | 164 |
|
|
2022
Q4 | $357K | Sell |
6,109
-39,609
| -87% | -$2.31M | 0.05% | 160 |
|
|
2022
Q3 | $2.37M | Sell |
45,718
-19,942
| -30% | -$1.04M | 0.36% | 107 |
|
|
2022
Q2 | $3.68M | Sell |
65,660
-23,479
| -26% | -$1.32M | 0.52% | 76 |
|
|
2022
Q1 | $6.05M | Sell |
89,139
-316
| -0.4% | -$21.5K | 0.78% | 43 |
|
|
2021
Q4 | $6.3M | Sell |
89,455
-2,083
| -2% | -$147K | 0.74% | 47 |
|
|
2021
Q3 | $6.22M | Buy |
91,538
+252
| +0.3% | +$17.1K | 0.76% | 42 |
|
|
2021
Q2 | $5.92M | Sell |
91,286
-1,716
| -2% | -$111K | 0.73% | 44 |
|
|
2021
Q1 | $5.96M | Sell |
93,002
-8,846
| -9% | -$567K | 0.75% | 39 |
|
|
2020
Q4 | $5.14M | Sell |
101,848
-4,586
| -4% | -$231K | 0.68% | 51 |
|
|
2020
Q3 | $3.59M | Sell |
106,434
-863
| -0.8% | -$29.1K | 0.49% | 71 |
|
|
2020
Q2 | $3.39M | Buy |
107,297
+99,875
| +1,346% | +$3.16M | 0.51% | 75 |
|
|
2020
Q1 | $204K | Sell |
7,422
-695
| -9% | -$19.1K | 0.04% | 139 |
|
|
2019
Q4 | $328K | Sell |
8,117
-1,917
| -19% | -$77.5K | 0.04% | 141 |
|
|
2019
Q3 | $384K | Buy |
+10,034
| New | +$384K | 0.05% | 145 |
|