Oppenheimer & Co’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,564
| Closed | -$522K | – | 1639 |
|
|
2024
Q3 | $522K | Sell |
5,564
-86
| -2% | -$8.08K | 0.01% | 1020 |
|
|
2024
Q2 | $475K | Sell |
5,650
-426
| -7% | -$35.8K | 0.01% | 1019 |
|
|
2024
Q1 | $475K | Buy |
6,076
+12
| +0.2% | +$938 | 0.01% | 1009 |
|
|
2023
Q4 | $419K | Sell |
6,064
-146
| -2% | -$10.1K | 0.01% | 1024 |
|
|
2023
Q3 | $382K | Sell |
6,210
-321
| -5% | -$19.7K | 0.01% | 1046 |
|
|
2023
Q2 | $390K | Sell |
6,531
-202
| -3% | -$12.1K | 0.01% | 1062 |
|
|
2023
Q1 | $398K | Sell |
6,733
-676
| -9% | -$39.9K | 0.01% | 1027 |
|
|
2022
Q4 | $432K | Buy |
7,409
+1,144
| +18% | +$66.8K | 0.01% | 962 |
|
|
2022
Q3 | $325K | Buy |
6,265
+65
| +1% | +$3.37K | 0.01% | 1038 |
|
|
2022
Q2 | $347K | Buy |
6,200
+700
| +13% | +$39.2K | 0.01% | 1051 |
|
|
2022
Q1 | $373K | Buy |
+5,500
| New | +$373K | 0.01% | 1107 |
|