Southpoint Capital Advisors’s Stifel SF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-600,000
Closed -$35M 64
2022
Q4
$35M Sell
600,000
-500,000
-45% -$29.2M 0.9% 28
2022
Q3
$57.1M Sell
1,100,000
-100,000
-8% -$5.19M 1.54% 25
2022
Q2
$67.2M Buy
1,200,000
+700,000
+140% +$39.2M 1.91% 19
2022
Q1
$34M Buy
+500,000
New +$34M 0.66% 35