SFS
STK
Shaker Financial Services’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Sell |
12,989
-15,004
| -54% | -$456K | 0.14% | 116 |
|
|
2025
Q1 | $783K | Sell |
27,993
-39,672
| -59% | -$1.11M | 0.3% | 99 |
|
|
2024
Q4 | $2.16M | Buy |
67,665
+433
| +0.6% | +$13.8K | 0.83% | 36 |
|
|
2024
Q3 | $2.25M | Buy |
67,232
+37,168
| +124% | +$1.24M | 0.85% | 40 |
|
|
2024
Q2 | $1M | Buy |
+30,064
| New | +$1M | 0.4% | 72 |
|
|
2022
Q3 | – | Sell |
-12,271
| Closed | -$308K | – | 168 |
|
|
2022
Q2 | $308K | Sell |
12,271
-29,408
| -71% | -$738K | 0.15% | 104 |
|
|
2022
Q1 | $1.34M | Buy |
+41,679
| New | +$1.34M | 0.5% | 70 |
|
|
2021
Q4 | – | Sell |
-29,694
| Closed | -$979K | – | 177 |
|
|
2021
Q3 | $979K | Buy |
+29,694
| New | +$979K | 0.39% | 78 |
|
|
2021
Q2 | – | Sell |
-78,996
| Closed | -$2.47M | – | 183 |
|
|
2021
Q1 | $2.47M | Sell |
78,996
-34,198
| -30% | -$1.07M | 0.98% | 30 |
|
|
2020
Q4 | $3.08M | Buy |
113,194
+28,824
| +34% | +$785K | 1.29% | 21 |
|
|
2020
Q3 | $1.85M | Buy |
+84,370
| New | +$1.85M | 0.99% | 30 |
|
|
2019
Q4 | – | Sell |
-10,282
| Closed | -$217K | – | 167 |
|
|
2019
Q3 | $217K | Buy |
+10,282
| New | +$217K | 0.11% | 126 |
|
|
2019
Q2 | – | Sell |
-15,614
| Closed | -$314K | – | 141 |
|
|
2019
Q1 | $314K | Buy |
15,614
+1,614
| +12% | +$32.5K | 0.16% | 101 |
|
|
2018
Q4 | $235K | Buy |
+14,000
| New | +$235K | 0.13% | 103 |
|
|
2014
Q2 | – | Sell |
-24,785
| Closed | -$392K | – | 168 |
|
|
2014
Q1 | $392K | Sell |
24,785
-105,145
| -81% | -$1.66M | 0.26% | 103 |
|
|
2013
Q4 | $1.87M | Buy |
129,930
+98,784
| +317% | +$1.42M | 1.3% | 22 |
|
|
2013
Q3 | $443K | Sell |
31,146
-30,000
| -49% | -$427K | 0.33% | 101 |
|
|
2013
Q2 | $879K | Buy |
+61,146
| New | +$879K | 0.65% | 58 |
|