Oak Ridge Investments’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $443K | Sell |
|
|||||
|
2019
Q3 | $450K | Buy |
|
|||||
|
2019
Q2 | $325K | Sell |
|
|||||
|
2019
Q1 | $667K | Sell |
|
|||||
|
2018
Q4 | $760K | Sell |
|
|||||
|
2018
Q3 | $1.25M | Sell |
|
|||||
|
2018
Q2 | $2.19M | Sell |
|
|||||
|
2018
Q1 | $2.78M | Sell |
|
|||||
|
2017
Q4 | $3.63M | Sell |
|
|||||
|
2017
Q3 | $5.67M | Sell |
|
|||||
|
2017
Q2 | $15.7M | Sell |
|
|||||
|
2017
Q1 | $20.9M | Sell |
|
|||||
|
2016
Q4 | $22.5M | Sell |
|
|||||
|
2016
Q3 | $21.2M | Sell |
|
|||||
|
2016
Q2 | $24.2M | Buy |
|
|||||
|
2016
Q1 | $22.8M | Buy |
|
|||||
|
2015
Q4 | $32.3M | Sell |
|
|||||
|
2015
Q3 | $32.3M | Buy |
|
|||||
|
2015
Q2 | $44M | Buy |
|
|||||
|
2015
Q1 | $40.4M | Hold |
|
|||||
|
2014
Q4 | $37M | Sell |
|
|||||
|
2014
Q3 | $35.6M | Hold |
|
|||||
|
2014
Q2 | $36M | Hold |
|
|||||
|
2014
Q1 | $37.8M | Buy |
|
|||||
|
2013
Q4 | $35.5M | Hold |
|
|||||
|
2013
Q3 | $30.5M | Hold |
|
|||||
|
2013
Q2 | $26.4M | Buy |
|