Private Capital Group’s Stifel SF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $148K | Buy |
2,635
+550
| +26% | +$30.9K | 0.11% | 179 |
|
2022
Q1 | $142K | Sell |
2,085
-63
| -3% | -$4.29K | 0.03% | 307 |
|
2021
Q4 | $151K | Buy |
2,148
+181
| +9% | +$12.7K | 0.03% | 299 |
|
2021
Q3 | $134K | Buy |
1,967
+222
| +13% | +$15.1K | 0.03% | 323 |
|
2021
Q2 | $113K | Sell |
1,745
-81
| -4% | -$5.25K | 0.03% | 373 |
|
2021
Q1 | $117K | Sell |
1,826
-3,076
| -63% | -$197K | 0.03% | 340 |
|
2020
Q4 | $247K | Buy |
4,902
+579
| +13% | +$29.2K | 0.05% | 266 |
|
2020
Q3 | $146K | Sell |
4,323
-242
| -5% | -$8.17K | 0.03% | 347 |
|
2020
Q2 | $144K | Buy |
4,565
+21
| +0.5% | +$662 | 0.03% | 351 |
|
2020
Q1 | $125K | Buy |
4,544
+60
| +1% | +$1.65K | 0.03% | 349 |
|
2019
Q4 | $181K | Sell |
4,484
-390
| -8% | -$15.7K | 0.04% | 286 |
|
2019
Q3 | $186K | Buy |
4,874
+1,311
| +37% | +$50K | 0.03% | 308 |
|
2019
Q2 | $124K | Sell |
3,563
-1,660
| -32% | -$57.8K | 0.03% | 326 |
|
2019
Q1 | $184K | Buy |
5,223
+1,045
| +25% | +$36.8K | 0.04% | 301 |
|
2018
Q4 | $115K | Buy |
4,178
+1,551
| +59% | +$42.7K | 0.02% | 346 |
|
2018
Q3 | $89K | Sell |
2,627
-936
| -26% | -$31.7K | 0.02% | 473 |
|
2018
Q2 | $124K | Sell |
3,563
-10
| -0.3% | -$348 | 0.03% | 351 |
|
2018
Q1 | $141K | Sell |
3,573
-27
| -0.8% | -$1.07K | 0.03% | 314 |
|
2017
Q4 | $143 | Buy |
+3,600
| New | +$143 | 0.03% | 305 |
|