PFG Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,176
| Closed | -$249K | – | 675 |
|
|
2023
Q2 | $249K | Hold |
4,176
| – | – | 0.02% | 574 |
|
|
2023
Q1 | $247K | Hold |
4,176
| – | – | 0.02% | 552 |
|
|
2022
Q4 | $244K | Hold |
4,176
| – | – | 0.02% | 487 |
|
|
2022
Q3 | $217K | Hold |
4,176
| – | – | 0.02% | 478 |
|
|
2022
Q2 | $234K | Hold |
4,176
| – | – | 0.03% | 345 |
|
|
2022
Q1 | $284K | Buy |
+4,176
| New | +$284K | 0.03% | 344 |
|