Stephens Inc’s US Foods USFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,956
| Closed | -$324K | – | 1319 |
|
|
2025
Q1 | $324K | Sell |
4,956
-598
| -11% | -$39.1K | ﹤0.01% | 963 |
|
|
2024
Q4 | $375K | Sell |
5,554
-463
| -8% | -$31.2K | 0.01% | 935 |
|
|
2024
Q3 | $370K | Buy |
6,017
+669
| +13% | +$41.1K | 0.01% | 940 |
|
|
2024
Q2 | $283K | Buy |
5,348
+337
| +7% | +$17.9K | ﹤0.01% | 1024 |
|
|
2024
Q1 | $270K | Buy |
+5,011
| New | +$270K | ﹤0.01% | 1044 |
|
|
2021
Q4 | – | Sell |
-20,783
| Closed | -$720K | – | 1413 |
|
|
2021
Q3 | $720K | Buy |
20,783
+14,568
| +234% | +$505K | 0.01% | 746 |
|
|
2021
Q2 | $238K | Sell |
6,215
-26
| -0.4% | -$996 | ﹤0.01% | 1137 |
|
|
2021
Q1 | $238K | Sell |
6,241
-2,073
| -25% | -$79.1K | ﹤0.01% | 1104 |
|
|
2020
Q4 | $277K | Buy |
+8,314
| New | +$277K | 0.01% | 960 |
|