Patriot Financial Group Insurance Agency’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-74
| Closed | -$4K | – | 1680 |
|
|
2022
Q2 | $4K | Sell |
74
-6
| -8% | -$324 | ﹤0.01% | 1576 |
|
|
2022
Q1 | $5K | Buy |
80
+10
| +14% | +$625 | ﹤0.01% | 1636 |
|
|
2021
Q4 | $5K | Hold |
70
| – | – | ﹤0.01% | 1723 |
|
|
2021
Q3 | $5K | Buy |
70
+6
| +9% | +$429 | ﹤0.01% | 1710 |
|
|
2021
Q2 | $4K | Hold |
64
| – | – | ﹤0.01% | 1731 |
|
|
2021
Q1 | $4K | Buy |
64
+32
| +100% | +$2K | ﹤0.01% | 1641 |
|
|
2020
Q4 | $2K | Buy |
32
+17
| +113% | +$1.06K | ﹤0.01% | 1669 |
|
|
2020
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 1598 |
|
|
2020
Q2 | $0 | Hold |
15
| – | – | ﹤0.01% | 1830 |
|
|
2020
Q1 | $0 | Buy |
+15
| New | – | ﹤0.01% | 1726 |
|