Shelton Capital Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Hold |
|
|||||
|
2025
Q1 | $346K | Sell |
|
|||||
|
2024
Q4 | $410K | Sell |
|
|||||
|
2024
Q3 | $378K | Sell |
|
|||||
|
2024
Q2 | $371K | Sell |
|
|||||
|
2024
Q1 | $363K | Sell |
|
|||||
|
2023
Q4 | $331K | Sell |
|
|||||
|
2023
Q3 | $316K | Sell |
|
|||||
|
2023
Q2 | $316K | Hold |
|
|||||
|
2023
Q1 | $313K | Sell |
|
|||||
|
2022
Q4 | $324K | Hold |
|
|||||
|
2022
Q3 | $288K | Hold |
|
|||||
|
2022
Q2 | $311K | Hold |
|
|||||
|
2022
Q1 | $377K | Hold |
|
|||||
|
2021
Q4 | $391K | Sell |
|
|||||
|
2021
Q3 | $390K | Hold |
|
|||||
|
2021
Q2 | $372K | Hold |
|
|||||
|
2021
Q1 | $368K | Sell |
|
|||||
|
2020
Q4 | $290K | Sell |
|
|||||
|
2020
Q3 | $208K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $267K | Sell |
|
|||||
|
2019
Q3 | $276K | Hold |
|
|||||
|
2019
Q2 | $284K | Buy |
|
|||||
|
2019
Q1 | $4.81K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $247K | Hold |
|
|||||
|
2018
Q2 | $251K | Hold |
|
|||||
|
2018
Q1 | $285K | Hold |
|
|||||
|
2017
Q4 | $286K | Hold |
|
|||||
|
2017
Q3 | $257K | Hold |
|
|||||
|
2017
Q2 | $221K | Hold |
|
|||||
|
2017
Q1 | $241K | Hold |
|
|||||
|
2016
Q4 | $240K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $268K | Hold |
|
|||||
|
2015
Q3 | $266K | Hold |
|
|||||
|
2015
Q2 | $365K | Sell |
|
|||||
|
2015
Q1 | $622K | Buy |
|
|||||
|
2014
Q4 | $247K | Hold |
|
|||||
|
2014
Q3 | $227K | Hold |
|
|||||
|
2014
Q2 | $229K | Buy |
|
|||||
|
2014
Q1 | $213K | Hold |
|
|||||
|
2013
Q4 | $205K | Buy |
|