Stifel Financial’s Altabancorp ALTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-68,200
| Closed | -$3.01M | – | 3545 |
|
|
2021
Q3 | $3.01M | Sell |
68,200
-16,814
| -20% | -$697K | ﹤0.01% | 1313 |
|
|
2021
Q2 | $3.68M | Sell |
85,014
-11,986
| -12% | -$523K | 0.01% | 1190 |
|
|
2021
Q1 | $4.08M | Hold |
97,000
| – | – | 0.01% | 1075 |
|
|
2020
Q4 | $2.71M | Buy |
97,000
+5,000
| +5% | +$127K | ﹤0.01% | 1192 |
|
|
2020
Q3 | $1.85M | Buy |
+92,000
| New | +$1.87M | ﹤0.01% | 1254 |
|
|
2020
Q2 | – | Sell |
-92,000
| Closed | -$1.78M | – | 2996 |
|
|
2020
Q1 | $1.78M | Sell |
92,000
-10,000
| -10% | -$250K | ﹤0.01% | 1100 |
|
|
2019
Q4 | $3.07M | Hold |
102,000
| – | – | 0.01% | 1087 |
|
|
2019
Q3 | $2.89M | Hold |
102,000
| – | – | 0.01% | 1073 |
|
|
2019
Q2 | $3M | Hold |
102,000
| – | – | 0.01% | 1086 |
|
|
2019
Q1 | $2.69M | Hold |
102,000
| – | – | 0.01% | 1090 |
|
|
2018
Q4 | $3.08M | Hold |
102,000
| – | – | 0.01% | 968 |
|
|
2018
Q3 | $3.46M | Hold |
102,000
| – | – | 0.01% | 993 |
|
|
2018
Q2 | $3.64M | Hold |
102,000
| – | – | 0.01% | 939 |
|
|
2018
Q1 | $3.29M | Buy |
102,000
+7,000
| +7% | +$220K | 0.01% | 958 |
|
|
2017
Q4 | $2.88M | Buy |
95,000
+10,000
| +12% | +$314K | 0.01% | 989 |
|
|
2017
Q3 | $2.76M | Hold |
85,000
| – | – | 0.01% | 978 |
|
|
2017
Q2 | $2.28M | Hold |
85,000
| – | – | 0.01% | 1042 |
|
|
2017
Q1 | $2.25M | Buy |
85,000
+10,000
| +13% | +$259K | 0.01% | 1034 |
|
|
2016
Q4 | $2.01M | Hold |
75,000
| – | – | 0.01% | 1031 |
|
|
2016
Q3 | $1.53M | Hold |
75,000
| – | – | 0.01% | 1119 |
|
|
2016
Q2 | $1.25M | Buy |
+75,000
| New | +$1.25M | 0.01% | 1219 |
|
|
2016
Q1 | – | Sell |
-75,000
| Closed | -$1.29M | – | 2418 |
|
|
2015
Q4 | $1.29M | Buy |
75,000
+10,000
| +15% | +$168K | 0.01% | 1177 |
|
|
2015
Q3 | $1.06M | Hold |
65,000
| – | – | 0.01% | 1198 |
|
|
2015
Q2 | $1.1M | Buy |
+65,000
| New | +$1.09M | 0.01% | 1314 |
|
Stifel Financial's ALTA Position: Q4 2021 in Review
Stifel Financial sold out of Altabancorp (ALTA) in Q4 2021, closing a stake of 68,200 shares — an estimated $3.01M sold.
Stifel Financial first reported a position in ALTA in Q2 2015 and held it in 24 quarters. The position peaked at $4.08M in Q1 2021. 0 funds tracked by Wall St. Rank hold ALTA as of Q4 2021.
- Stifel Financial reported no remaining Altabancorp position as of Q4 2021 after selling out during the quarter.
- Stifel Financial sold 68,200 Altabancorp shares in Q4 2021, an estimated $3.01M.
- Stifel Financial first reported a position in Altabancorp in Q2 2015 and held it in 24 quarters.
- Stifel Financial's Altabancorp position peaked at $4.08M in Q1 2021.
- 0 funds tracked by Wall St. Rank held Altabancorp as of Q4 2021.
Based on Stifel Financial's 13F filing for Q4 2021, filed 14 Feb 2022.