Steward Partners Investment Advisory’s Proofpoint, Inc. PFPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-88
| Closed | -$15K | – | 3462 |
|
|
2021
Q2 | $15K | Sell |
88
-118
| -57% | -$19.1K | ﹤0.01% | 5518 |
|
|
2021
Q1 | $25.9K | Buy |
206
+150
| +268% | +$19.5K | ﹤0.01% | 2348 |
|
|
2020
Q4 | $8K | Hold |
56
| – | – | ﹤0.01% | 2398 |
|
|
2020
Q3 | $6K | Hold |
56
| – | – | ﹤0.01% | 2335 |
|
|
2020
Q2 | $6K | Hold |
56
| – | – | ﹤0.01% | 2247 |
|
|
2020
Q1 | $5K | Hold |
56
| – | – | ﹤0.01% | 2113 |
|
|
2019
Q4 | $6K | Sell |
56
-400
| -88% | -$47.7K | ﹤0.01% | 2212 |
|
|
2019
Q3 | $58K | Buy |
456
+400
| +714% | +$48.9K | ﹤0.01% | 1298 |
|
|
2019
Q2 | $6K | Buy |
+56
| New | +$6.59K | ﹤0.01% | 2192 |
|
|
2018
Q4 | – | Sell |
-56
| Closed | -$6K | – | 2414 |
|
|
2018
Q3 | $6K | Sell |
56
-20
| -26% | -$2.33K | ﹤0.01% | 2093 |
|
|
2018
Q2 | $9K | Buy |
76
+20
| +36% | +$2.43K | ﹤0.01% | 1796 |
|
|
2018
Q1 | $6K | Hold |
56
| – | – | ﹤0.01% | 1758 |
|
|
2017
Q4 | $4K | Sell |
56
-12
| -18% | -$1.09K | ﹤0.01% | 1599 |
|
|
2017
Q3 | $5K | Sell |
68
-50
| -42% | -$4.45K | ﹤0.01% | 1320 |
|
|
2017
Q2 | $10K | Buy |
118
+50
| +74% | +$4.11K | ﹤0.01% | 1051 |
|
|
2017
Q1 | $5K | Hold |
68
| – | – | ﹤0.01% | 1147 |
|
|
2016
Q4 | $4K | Buy |
+68
| New | +$5.12K | ﹤0.01% | 698 |
|
Other funds holding PFPT
Steward Partners Investment Advisory's PFPT Position: Q3 2021 in Review
Steward Partners Investment Advisory sold out of Proofpoint, Inc. (PFPT) in Q3 2021, closing a stake of 88 shares — an estimated $15K sold.
Steward Partners Investment Advisory first reported a position in PFPT in Q4 2016 and held it in 17 quarters. The position peaked at $58K in Q3 2019. 2 funds tracked by Wall St. Rank hold PFPT as of Q3 2021.
- Steward Partners Investment Advisory reported no remaining Proofpoint, Inc. position as of Q3 2021 after selling out during the quarter.
- Steward Partners Investment Advisory sold 88 Proofpoint, Inc. shares in Q3 2021, an estimated $15K.
- Steward Partners Investment Advisory first reported a position in Proofpoint, Inc. in Q4 2016 and held it in 17 quarters.
- Steward Partners Investment Advisory's Proofpoint, Inc. position peaked at $58K in Q3 2019.
- 2 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q3 2021.
Based on Steward Partners Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.