Stifel Financial’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-28,513
| Closed | -$112K | – | 3411 |
|
|
2022
Q3 | $112K | Sell |
28,513
-11,034
| -28% | -$43.3K | ﹤0.01% | 3093 |
|
|
2022
Q2 | $225K | Buy |
39,547
+4,358
| +12% | +$24.8K | ﹤0.01% | 2921 |
|
|
2022
Q1 | $277K | Buy |
35,189
+9,898
| +39% | +$77.9K | ﹤0.01% | 2929 |
|
|
2021
Q4 | $243K | Sell |
25,291
-1,504
| -6% | -$14.5K | ﹤0.01% | 3042 |
|
|
2021
Q3 | $264K | Buy |
26,795
+3,221
| +14% | +$31.7K | ﹤0.01% | 2983 |
|
|
2021
Q2 | $248K | Buy |
+23,574
| New | +$248K | ﹤0.01% | 3019 |
|
|
2020
Q4 | – | Sell |
-19,874
| Closed | -$198K | – | 3144 |
|
|
2020
Q3 | $198K | Sell |
19,874
-5,806
| -23% | -$57.8K | ﹤0.01% | 2624 |
|
|
2020
Q2 | $265K | Sell |
25,680
-14,832
| -37% | -$153K | ﹤0.01% | 2432 |
|
|
2020
Q1 | $326K | Sell |
40,512
-37,912
| -48% | -$305K | ﹤0.01% | 2122 |
|
|
2019
Q4 | $1.05M | Buy |
78,424
+47,658
| +155% | +$638K | ﹤0.01% | 1796 |
|
|
2019
Q3 | $373K | Sell |
30,766
-789
| -3% | -$9.57K | ﹤0.01% | 2321 |
|
|
2019
Q2 | $378K | Buy |
31,555
+4,269
| +16% | +$51.1K | ﹤0.01% | 2352 |
|
|
2019
Q1 | $316K | Sell |
27,286
-168,004
| -86% | -$1.95M | ﹤0.01% | 2328 |
|
|
2018
Q4 | $2.12M | Sell |
195,290
-101,285
| -34% | -$1.1M | 0.01% | 1124 |
|
|
2018
Q3 | $4.43M | Sell |
296,575
-4,914
| -2% | -$73.5K | 0.01% | 888 |
|
|
2018
Q2 | $4.49M | Sell |
301,489
-13,089
| -4% | -$195K | 0.01% | 864 |
|
|
2018
Q1 | $5.3M | Buy |
314,578
+38,335
| +14% | +$646K | 0.02% | 762 |
|
|
2017
Q4 | $4.93M | Buy |
276,243
+57,128
| +26% | +$1.02M | 0.02% | 769 |
|
|
2017
Q3 | $3.47M | Buy |
219,115
+2,733
| +1% | +$43.3K | 0.01% | 878 |
|
|
2017
Q2 | $3.17M | Buy |
216,382
+25,029
| +13% | +$367K | 0.01% | 898 |
|
|
2017
Q1 | $2.85M | Buy |
191,353
+58,947
| +45% | +$876K | 0.01% | 940 |
|
|
2016
Q4 | $1.9M | Sell |
132,406
-59,486
| -31% | -$853K | 0.01% | 1054 |
|
|
2016
Q3 | $2.52M | Sell |
191,892
-10,638
| -5% | -$140K | 0.01% | 901 |
|
|
2016
Q2 | $2.17M | Buy |
202,530
+45,730
| +29% | +$490K | 0.01% | 957 |
|
|
2016
Q1 | $2.22M | Buy |
156,800
+53,759
| +52% | +$759K | 0.01% | 880 |
|
|
2015
Q4 | $2.23M | Sell |
103,041
-20,406
| -17% | -$442K | 0.01% | 917 |
|
|
2015
Q3 | $2.97M | Buy |
123,447
+1,796
| +1% | +$43.1K | 0.02% | 749 |
|
|
2015
Q2 | $3.35M | Buy |
121,651
+4,469
| +4% | +$123K | 0.02% | 742 |
|
|
2015
Q1 | $3.16M | Buy |
117,182
+41,084
| +54% | +$1.11M | 0.02% | 756 |
|
|
2014
Q4 | $1.91M | Buy |
+76,098
| New | +$1.91M | 0.01% | 937 |
|