Panagora Asset Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Buy |
5,041
+600
| +14% | +$62.3K | ﹤0.01% | 791 |
|
|
2025
Q1 | $419K | Hold |
4,441
| – | – | ﹤0.01% | 855 |
|
|
2024
Q4 | $471K | Sell |
4,441
-102
| -2% | -$10.8K | ﹤0.01% | 853 |
|
|
2024
Q3 | $427K | Sell |
4,543
-11
| -0.2% | -$1.03K | ﹤0.01% | 966 |
|
|
2024
Q2 | $383K | Sell |
4,554
-19
| -0.4% | -$1.6K | ﹤0.01% | 984 |
|
|
2024
Q1 | $357K | Sell |
4,573
-8,346
| -65% | -$652K | ﹤0.01% | 1042 |
|
|
2023
Q4 | $893K | Sell |
12,919
-101,315
| -89% | -$7.01M | 0.01% | 849 |
|
|
2023
Q3 | $7.02M | Buy |
114,234
+3,668
| +3% | +$225K | 0.04% | 250 |
|
|
2023
Q2 | $6.6M | Sell |
110,566
-91,717
| -45% | -$5.47M | 0.04% | 289 |
|
|
2023
Q1 | $12M | Buy |
202,283
+193,879
| +2,307% | +$11.5M | 0.08% | 232 |
|
|
2022
Q4 | $491K | Sell |
8,404
-4,859
| -37% | -$284K | ﹤0.01% | 1165 |
|
|
2022
Q3 | $688K | Buy |
13,263
+3,554
| +37% | +$184K | ﹤0.01% | 1023 |
|
|
2022
Q2 | $544K | Buy |
9,709
+5,105
| +111% | +$286K | ﹤0.01% | 1137 |
|
|
2022
Q1 | $313K | Sell |
4,604
-18,066
| -80% | -$1.23M | ﹤0.01% | 1349 |
|
|
2021
Q4 | $1.6M | Buy |
22,670
+73
| +0.3% | +$5.14K | 0.01% | 727 |
|
|
2021
Q3 | $1.54M | Sell |
22,597
-4,674
| -17% | -$318K | 0.01% | 782 |
|
|
2021
Q2 | $1.77M | Sell |
27,271
-127,103
| -82% | -$8.24M | 0.01% | 752 |
|
|
2021
Q1 | $9.89M | Buy |
154,374
+78,565
| +104% | +$5.03M | 0.06% | 311 |
|
|
2020
Q4 | $3.83M | Sell |
75,809
-118,726
| -61% | -$5.99M | 0.02% | 494 |
|
|
2020
Q3 | $6.56M | Sell |
194,535
-80,783
| -29% | -$2.72M | 0.04% | 330 |
|
|
2020
Q2 | $8.71M | Buy |
275,318
+73,091
| +36% | +$2.31M | 0.06% | 279 |
|
|
2020
Q1 | $5.57M | Buy |
202,227
+49,228
| +32% | +$1.35M | 0.04% | 327 |
|
|
2019
Q4 | $6.19M | Buy |
152,999
+23,898
| +19% | +$966K | 0.03% | 432 |
|
|
2019
Q3 | $4.94M | Sell |
129,101
-16,888
| -12% | -$646K | 0.02% | 460 |
|
|
2019
Q2 | $5.75M | Buy |
145,989
+138,880
| +1,954% | +$5.47M | 0.03% | 464 |
|
|
2019
Q1 | $250K | Buy |
7,109
+2,834
| +66% | +$99.7K | ﹤0.01% | 1633 |
|
|
2018
Q4 | $118K | Sell |
4,275
-9,894
| -70% | -$273K | ﹤0.01% | 1774 |
|
|
2018
Q3 | $484K | Sell |
14,169
-180,104
| -93% | -$6.15M | ﹤0.01% | 1387 |
|
|
2018
Q2 | $6.77M | Buy |
194,273
+60,606
| +45% | +$2.11M | 0.03% | 450 |
|
|
2018
Q1 | $5.28M | Buy |
133,667
+81,171
| +155% | +$3.21M | 0.02% | 519 |
|
|
2017
Q4 | $2.08M | Buy |
52,496
+46,118
| +723% | +$1.83M | 0.01% | 861 |
|
|
2017
Q3 | $227K | Buy |
6,378
+2,103
| +49% | +$74.8K | ﹤0.01% | 1633 |
|
|
2017
Q2 | $131K | Hold |
4,275
| – | – | ﹤0.01% | 1800 |
|
|
2017
Q1 | $143K | Hold |
4,275
| – | – | ﹤0.01% | 1762 |
|
|
2016
Q4 | $142K | Hold |
4,275
| – | – | ﹤0.01% | 1848 |
|
|
2016
Q3 | $110K | Hold |
4,275
| – | – | ﹤0.01% | 1944 |
|
|
2016
Q2 | $90K | Hold |
4,275
| – | – | ﹤0.01% | 1937 |
|
|
2016
Q1 | $84K | Hold |
4,275
| – | – | ﹤0.01% | 1905 |
|
|
2015
Q4 | $121K | Hold |
4,275
| – | – | ﹤0.01% | 1747 |
|
|
2015
Q3 | $120K | Hold |
4,275
| – | – | ﹤0.01% | 1762 |
|
|
2015
Q2 | $165K | Hold |
4,275
| – | – | ﹤0.01% | 1765 |
|
|
2015
Q1 | $159K | Sell |
4,275
-23,543
| -85% | -$876K | ﹤0.01% | 1769 |
|
|
2014
Q4 | $946K | Buy |
27,818
+23,543
| +551% | +$801K | ﹤0.01% | 1066 |
|
|
2014
Q3 | $134K | Sell |
4,275
-137,358
| -97% | -$4.31M | ﹤0.01% | 1766 |
|
|
2014
Q2 | $4.47M | Buy |
141,633
+137,358
| +3,213% | +$4.34M | 0.02% | 553 |
|
|
2014
Q1 | $142K | Hold |
4,275
| – | – | ﹤0.01% | 1842 |
|
|
2013
Q4 | $137K | Hold |
4,275
| – | – | ﹤0.01% | 1774 |
|
|
2013
Q3 | $117K | Hold |
4,275
| – | – | ﹤0.01% | 1823 |
|
|
2013
Q2 | $102K | Buy |
+4,275
| New | +$102K | ﹤0.01% | 1856 |
|