NorthCoast Asset Management’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 |
-5,731
| Closed | -$290K | – | 425 |
|
|
2020
Q4 | $290K | Sell |
5,731
-3,904
| -41% | -$198K | 0.01% | 320 |
|
|
2020
Q3 | $325K | Sell |
9,635
-9,108
| -49% | -$307K | 0.02% | 282 |
|
|
2020
Q2 | $593K | Sell |
18,743
-823
| -4% | -$26K | 0.03% | 218 |
|
|
2020
Q1 | $539K | Buy |
+19,566
| New | +$539K | 0.03% | 215 |
|