Shelton Capital Management’s STANCORP FINL GRP SFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-4,027
| Closed | -$459K | – | 785 |
|
|
2015
Q4 | $459K | Sell |
4,027
-11,150
| -73% | -$1.27M | 0.04% | 370 |
|
|
2015
Q3 | $1.73M | Hold |
15,177
| – | – | 0.19% | 108 |
|
|
2015
Q2 | $1.15M | Hold |
15,177
| – | – | 0.12% | 159 |
|
|
2015
Q1 | $1.04M | Sell |
15,177
-481
| -3% | -$33K | 0.11% | 179 |
|
|
2014
Q4 | $1.09M | Sell |
15,658
-353
| -2% | -$24.7K | 0.13% | 163 |
|
|
2014
Q3 | $1.01M | Hold |
16,011
| – | – | 0.14% | 150 |
|
|
2014
Q2 | $1.03M | Hold |
16,011
| – | – | 0.14% | 142 |
|
|
2014
Q1 | $1.07M | Hold |
16,011
| – | – | 0.16% | 127 |
|
|
2013
Q4 | $1.06M | Sell |
16,011
-274
| -2% | -$18.2K | 0.16% | 128 |
|
|
2013
Q3 | $896K | Hold |
16,285
| – | – | 0.15% | 143 |
|
|
2013
Q2 | $805K | Buy |
+16,285
| New | +$805K | 0.15% | 145 |
|