SEI Trust Company’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-1,950
| Closed | -$65K | – | 1662 |
|
|
2014
Q1 | $65K | Sell |
1,950
-3,150
| -62% | -$105K | ﹤0.01% | 1508 |
|
|
2013
Q4 | $163K | Sell |
5,100
-600
| -11% | -$19.2K | ﹤0.01% | 1407 |
|
|
2013
Q3 | $157K | Sell |
5,700
-600
| -10% | -$16.5K | ﹤0.01% | 1322 |
|
|
2013
Q2 | $150K | Buy |
+6,300
| New | +$150K | ﹤0.01% | 1243 |
|