Piedmont Investment Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-9,501
| Closed | -$261K | – | 578 |
|
|
2020
Q1 | $261K | Buy |
9,501
+10
| +0.1% | +$275 | 0.01% | 651 |
|
|
2019
Q4 | $384K | Sell |
9,491
-1,596
| -14% | -$64.6K | 0.01% | 640 |
|
|
2019
Q3 | $424K | Sell |
11,087
-2,557
| -19% | -$97.8K | 0.02% | 593 |
|
|
2019
Q2 | $537K | Buy |
13,644
+7,438
| +120% | +$293K | 0.02% | 520 |
|
|
2019
Q1 | $218K | Buy |
+6,206
| New | +$218K | 0.01% | 1023 |
|
|
2018
Q3 | – | Sell |
-1,926
| Closed | -$67K | – | 2057 |
|
|
2018
Q2 | $67K | Buy |
+1,926
| New | +$67K | ﹤0.01% | 1195 |
|