Magnus Financial Group’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,115
| Closed | -$208K | – | 336 |
|
|
2020
Q4 | $208K | Buy |
+4,115
| New | +$208K | 0.02% | 302 |
|
|
2020
Q3 | – | Sell |
-6,557
| Closed | -$207K | – | 575 |
|
|
2020
Q2 | $207K | Sell |
6,557
-1,009
| -13% | -$31.9K | 0.02% | 567 |
|
|
2020
Q1 | $208K | Buy |
7,566
+2,320
| +44% | +$63.8K | 0.03% | 450 |
|
|
2019
Q4 | $212K | Hold |
5,246
| – | – | 0.03% | 478 |
|
|
2019
Q3 | $201K | Hold |
5,246
| – | – | 0.04% | 453 |
|
|
2019
Q2 | $207K | Buy |
+5,246
| New | +$207K | 0.04% | 447 |
|