Neo Ivy Capital Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $213K | Buy |
3,654
+462
| +14% | +$26.9K | 0.14% | 226 |
|
|
2022
Q3 | $166K | Buy |
+3,192
| New | +$166K | 0.44% | 77 |
|
|
2022
Q2 | – | Sell |
-14
| Closed | – | – | 590 |
|
|
2022
Q1 | $0 | Buy |
+14
| New | – | ﹤0.01% | 579 |
|
|
2021
Q2 | – | Sell |
-1,809
| Closed | -$116K | – | 595 |
|
|
2021
Q1 | $116K | Sell |
1,809
-7,958
| -81% | -$510K | 0.13% | 223 |
|
|
2020
Q4 | $493K | Buy |
+9,767
| New | +$493K | 0.55% | 56 |
|
|
2020
Q2 | – | Sell |
-2,961
| Closed | -$81K | – | 583 |
|
|
2020
Q1 | $81K | Buy |
+2,961
| New | +$81K | 0.13% | 244 |
|