San Francisco Sentry Investment Group’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-225
| Closed | -$14K | – | 735 |
|
|
2021
Q1 | $14K | Hold |
225
| – | – | 0.01% | 517 |
|
|
2020
Q4 | $11K | Hold |
225
| – | – | 0.01% | 500 |
|
|
2020
Q3 | $8K | Hold |
225
| – | – | ﹤0.01% | 496 |
|
|
2020
Q2 | $7K | Sell |
225
-27
| -11% | -$840 | ﹤0.01% | 508 |
|
|
2020
Q1 | $7K | Buy |
252
+27
| +12% | +$750 | ﹤0.01% | 523 |
|
|
2019
Q4 | $9K | Hold |
225
| – | – | ﹤0.01% | 568 |
|
|
2019
Q3 | $9K | Hold |
225
| – | – | ﹤0.01% | 561 |
|
|
2019
Q2 | $9K | Hold |
225
| – | – | ﹤0.01% | 557 |
|
|
2019
Q1 | $8K | Hold |
225
| – | – | ﹤0.01% | 578 |
|
|
2018
Q4 | $6K | Hold |
225
| – | – | ﹤0.01% | 610 |
|
|
2018
Q3 | $8K | Hold |
225
| – | – | ﹤0.01% | 603 |
|
|
2018
Q2 | $8K | Hold |
225
| – | – | ﹤0.01% | 586 |
|
|
2018
Q1 | $9K | Buy |
+225
| New | +$9K | ﹤0.01% | 703 |
|