Stifel Financial’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-100,000
| Closed | -$552K | – | 3151 |
|
2020
Q3 | $552K | Buy |
+100,000
| New | +$552K | ﹤0.01% | 2020 |
|
2019
Q4 | – | Sell |
-160,821
| Closed | -$1.87M | – | 3112 |
|
2019
Q3 | $1.87M | Buy |
160,821
+810
| +0.5% | +$9.44K | ﹤0.01% | 1353 |
|
2019
Q2 | $1.93M | Buy |
+160,011
| New | +$1.93M | 0.01% | 1369 |
|
2015
Q2 | – | Sell |
-100,000
| Closed | -$1.22M | – | 2451 |
|
2015
Q1 | $1.22M | Buy |
+100,000
| New | +$1.22M | 0.01% | 1186 |
|