Simplex Trading’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Buy |
4,289
+3,511
| +451% | +$364K | ﹤0.01% | 648 |
|
|
2025
Q1 | $73K | Buy |
+778
| New | +$73K | ﹤0.01% | 1198 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3849 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 3757 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 3830 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 3815 |
|
|
2023
Q4 | – | Sell |
-3,337
| Closed | -$205K | – | 3857 |
|
|
2023
Q3 | $205K | Buy |
+3,337
| New | +$205K | ﹤0.01% | 795 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 3854 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 3876 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 3969 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 4069 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 4035 |
|
|
2022
Q1 | – | Sell |
-751
| Closed | -$52K | – | 4103 |
|
|
2021
Q4 | $52K | Sell |
751
-615
| -45% | -$42.6K | ﹤0.01% | 1838 |
|
|
2021
Q3 | $89K | Buy |
1,366
+405
| +42% | +$26.4K | ﹤0.01% | 1724 |
|
|
2021
Q2 | $62K | Buy |
+961
| New | +$62K | ﹤0.01% | 1925 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3564 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3252 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3069 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2974 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2947 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2854 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2808 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 2762 |
|
|
2019
Q1 | – | Sell |
-20,844
| Closed | -$575K | – | 2776 |
|
|
2018
Q4 | $575K | Buy |
+20,844
| New | +$575K | ﹤0.01% | 335 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 2857 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 2858 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 2737 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 2686 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 2631 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 2671 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 2645 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 2599 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 2548 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 2567 |
|
|
2016
Q1 | – | Sell |
-3,258
| Closed | -$92K | – | 2490 |
|
|
2015
Q4 | $92K | Buy |
3,258
+1,126
| +53% | +$31.8K | 0.01% | 720 |
|
|
2015
Q3 | $59K | Buy |
+2,132
| New | +$59K | ﹤0.01% | 880 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 2487 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 2352 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 1940 |
|