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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $366K | Sell |
4,947
-239
| -5% | -$19K | 0.01% | 449 |
|
|
2025
Q4 | $433K | Sell |
5,186
-327
| -6% | -$26.1K | 0.01% | 384 |
|
|
2025
Q3 | $417K | Hold |
5,513
| – | – | 0.01% | 406 |
|
|
2025
Q2 | $381K | Hold |
5,513
| – | – | 0.01% | 416 |
|
|
2025
Q1 | $346K | Sell |
5,513
-291
| -5% | -$20.5K | 0.01% | 419 |
|
|
2024
Q4 | $410K | Sell |
5,804
-228
| -4% | -$16.3K | 0.01% | 393 |
|
|
2024
Q3 | $378K | Sell |
6,032
-577
| -9% | -$32.9K | 0.01% | 412 |
|
|
2024
Q2 | $371K | Sell |
6,609
-366
| -5% | -$19.4K | 0.01% | 409 |
|
|
2024
Q1 | $363K | Sell |
6,975
-212
| -3% | -$10.4K | 0.01% | 449 |
|
|
2023
Q4 | $331K | Sell |
7,187
-528
| -7% | -$21.7K | 0.01% | 448 |
|
|
2023
Q3 | $316K | Sell |
7,715
-223
| -3% | -$9.39K | 0.01% | 446 |
|
|
2023
Q2 | $316K | Hold |
7,938
| – | – | 0.01% | 466 |
|
|
2023
Q1 | $313K | Sell |
7,938
-392
| -5% | -$16.5K | 0.01% | 451 |
|
|
2022
Q4 | $324K | Hold |
8,330
| – | – | 0.03% | 404 |
|
|
2022
Q3 | $288K | Hold |
8,330
| – | – | 0.01% | 467 |
|
|
2022
Q2 | $311K | Hold |
8,330
| – | – | 0.01% | 458 |
|
|
2022
Q1 | $377K | Hold |
8,330
| – | – | 0.01% | 456 |
|
|
2021
Q4 | $391K | Sell |
8,330
-285
| -3% | -$13.8K | 0.01% | 449 |
|
|
2021
Q3 | $390K | Hold |
8,615
| – | – | 0.02% | 437 |
|
|
2021
Q2 | $372K | Hold |
8,615
| – | – | 0.01% | 476 |
|
|
2021
Q1 | $368K | Sell |
8,615
-1
| -0% | -$39 | 0.01% | 466 |
|
|
2020
Q4 | $290K | Sell |
8,616
-652
| -7% | -$19.4K | 0.01% | 502 |
|
|
2020
Q3 | $208K | Buy |
+9,268
| New | +$207K | 0.01% | 676 |
|
|
2020
Q1 | – | Sell |
-9,918
| Closed | -$267K | – | 795 |
|
|
2019
Q4 | $267K | Sell |
9,918
-902
| -8% | -$23.6K | 0.01% | 590 |
|
|
2019
Q3 | $276K | Hold |
10,820
| – | – | 0.02% | 570 |
|
|
2019
Q2 | $284K | Buy |
10,820
+10,249
| +1,795% | +$261K | 0.02% | 575 |
|
|
2019
Q1 | $4.81K | Buy |
+571
| New | +$12.9K | 0.02% | 589 |
|
|
2018
Q4 | – | Sell |
-10,820
| Closed | -$247K | – | 878 |
|
|
2018
Q3 | $247K | Hold |
10,820
| – | – | 0.01% | 728 |
|
|
2018
Q2 | $251K | Hold |
10,820
| – | – | 0.02% | 671 |
|
|
2018
Q1 | $285K | Hold |
10,820
| – | – | 0.02% | 578 |
|
|
2017
Q4 | $286K | Hold |
10,820
| – | – | 0.02% | 602 |
|
|
2017
Q3 | $257K | Hold |
10,820
| – | – | 0.02% | 645 |
|
|
2017
Q2 | $221K | Hold |
10,820
| – | – | 0.02% | 764 |
|
|
2017
Q1 | $241K | Hold |
10,820
| – | – | 0.02% | 699 |
|
|
2016
Q4 | $240K | Buy |
+10,820
| New | +$217K | 0.02% | 740 |
|
|
2016
Q1 | – | Sell |
-14,229
| Closed | -$268K | – | 775 |
|
|
2015
Q4 | $268K | Hold |
14,229
| – | – | 0.03% | 595 |
|
|
2015
Q3 | $266K | Hold |
14,229
| – | – | 0.03% | 585 |
|
|
2015
Q2 | $365K | Sell |
14,229
-10,886
| -43% | -$268K | 0.04% | 498 |
|
|
2015
Q1 | $622K | Buy |
25,115
+14,229
| +131% | +$329K | 0.07% | 306 |
|
|
2014
Q4 | $247K | Hold |
10,886
| – | – | 0.03% | 668 |
|
|
2014
Q3 | $227K | Hold |
10,886
| – | – | 0.03% | 664 |
|
|
2014
Q2 | $229K | Buy |
10,886
+1,265
| +13% | +$26.1K | 0.03% | 694 |
|
|
2014
Q1 | $213K | Hold |
9,621
| – | – | 0.03% | 693 |
|
|
2013
Q4 | $205K | Buy |
+9,621
| New | +$185K | 0.03% | 699 |
|
Other funds holding SF
VPM
VCM
