Stifel Financial’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,354
| Closed | -$392K | – | 3471 |
|
|
2024
Q4 | $392K | Buy |
+17,354
| New | +$392K | ﹤0.01% | 2819 |
|
|
2024
Q3 | – | Sell |
-8,910
| Closed | -$200K | – | 3388 |
|
|
2024
Q2 | $200K | Buy |
+8,910
| New | +$200K | ﹤0.01% | 3117 |
|
|
2018
Q3 | – | Sell |
-4,651
| Closed | -$308K | – | 2767 |
|
|
2018
Q2 | $308K | Sell |
4,651
-865
| -16% | -$57.3K | ﹤0.01% | 2276 |
|
|
2018
Q1 | $409K | Buy |
5,516
+1,354
| +33% | +$100K | ﹤0.01% | 2085 |
|
|
2017
Q4 | $318K | Sell |
4,162
-3,184
| -43% | -$243K | ﹤0.01% | 2163 |
|
|
2017
Q3 | $539K | Buy |
7,346
+4,452
| +154% | +$327K | ﹤0.01% | 1841 |
|
|
2017
Q2 | $201K | Buy |
+2,894
| New | +$201K | ﹤0.01% | 2348 |
|
|
2016
Q3 | – | Sell |
-3,377
| Closed | -$224K | – | 2411 |
|
|
2016
Q2 | $224K | Buy |
3,377
+115
| +4% | +$7.63K | ﹤0.01% | 2201 |
|
|
2016
Q1 | $204K | Buy |
+3,262
| New | +$204K | ﹤0.01% | 2000 |
|
|
2015
Q4 | – | Sell |
-8,546
| Closed | -$476K | – | 2348 |
|
|
2015
Q3 | $476K | Sell |
8,546
-789
| -8% | -$43.9K | ﹤0.01% | 1587 |
|
|
2015
Q2 | $575K | Buy |
9,335
+1,428
| +18% | +$88K | ﹤0.01% | 1618 |
|
|
2015
Q1 | $548K | Sell |
7,907
-208
| -3% | -$14.4K | ﹤0.01% | 1572 |
|
|
2014
Q4 | $505K | Sell |
8,115
-125,364
| -94% | -$7.8M | ﹤0.01% | 1606 |
|
|
2014
Q3 | $7.36M | Buy |
133,479
+1,233
| +0.9% | +$68K | 0.06% | 352 |
|
|
2014
Q2 | $7.75M | Buy |
132,246
+57,565
| +77% | +$3.37M | 0.07% | 341 |
|
|
2014
Q1 | $3.92M | Buy |
+74,681
| New | +$3.92M | 0.04% | 520 |
|