Regent Peak Wealth Advisors’s State Auto Financial Corp STFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-135,487
| Closed | -$6.9M | – | 176 |
|
|
2021
Q3 | $6.9M | Hold |
135,487
| – | – | 1.98% | 13 |
|
|
2021
Q2 | $6.77M | Hold |
135,487
| – | – | 1.89% | 13 |
|
|
2021
Q1 | $2.67M | Hold |
135,487
| – | – | 0.88% | 22 |
|
|
2020
Q4 | $2.4M | Buy |
135,487
+49,172
| +57% | +$872K | 0.8% | 22 |
|
|
2020
Q3 | $1.19M | Buy |
86,315
+25
| +0% | +$344 | 0.51% | 46 |
|
|
2020
Q2 | $1.54M | Buy |
86,290
+37,226
| +76% | +$664K | 0.7% | 27 |
|
|
2020
Q1 | $1.36M | Sell |
49,064
-4,011
| -8% | -$111K | 0.76% | 26 |
|
|
2019
Q4 | $1.65M | Buy |
+53,075
| New | +$1.65M | 0.75% | 24 |
|