OFI Advisors’s SWS GROUP INC SWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-21,199
| Closed | -$146K | – | 1750 |
|
|
2014
Q4 | $146K | Buy |
21,199
+1,162
| +6% | +$8K | 0.01% | 1357 |
|
|
2014
Q3 | $138K | Buy |
20,037
+218
| +1% | +$1.5K | 0.01% | 1330 |
|
|
2014
Q2 | $144K | Buy |
19,819
+2,525
| +15% | +$18.3K | 0.01% | 1321 |
|
|
2014
Q1 | $129K | Sell |
17,294
-6,288
| -27% | -$46.9K | 0.01% | 1330 |
|
|
2013
Q4 | $143K | Buy |
23,582
+3,905
| +20% | +$23.7K | 0.01% | 1257 |
|
|
2013
Q3 | $110K | Buy |
19,677
+3,865
| +24% | +$21.6K | 0.01% | 1295 |
|
|
2013
Q2 | $86K | Buy |
+15,812
| New | +$86K | 0.01% | 1339 |
|