Stifel Financial’s PHYSICIANS REALTY TRUST DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-227,120
| Closed | -$3.02M | – | 3467 |
|
|
2023
Q4 | $3.02M | Sell |
227,120
-22,020
| -9% | -$293K | ﹤0.01% | 1400 |
|
|
2023
Q3 | $3.04M | Buy |
249,140
+6,003
| +2% | +$73.2K | ﹤0.01% | 1322 |
|
|
2023
Q2 | $3.4M | Buy |
243,137
+11,546
| +5% | +$162K | ﹤0.01% | 1281 |
|
|
2023
Q1 | $3.46M | Buy |
231,591
+6,483
| +3% | +$96.8K | 0.01% | 1245 |
|
|
2022
Q4 | $3.26M | Sell |
225,108
-28,866
| -11% | -$418K | ﹤0.01% | 1216 |
|
|
2022
Q3 | $3.82M | Buy |
253,974
+38,817
| +18% | +$584K | 0.01% | 1073 |
|
|
2022
Q2 | $3.76M | Buy |
215,157
+8,102
| +4% | +$141K | 0.01% | 1114 |
|
|
2022
Q1 | $3.63M | Sell |
207,055
-26,940
| -12% | -$473K | 0.01% | 1229 |
|
|
2021
Q4 | $4.41M | Sell |
233,995
-30,254
| -11% | -$570K | 0.01% | 1146 |
|
|
2021
Q3 | $4.66M | Buy |
264,249
+3,280
| +1% | +$57.8K | 0.01% | 1053 |
|
|
2021
Q2 | $4.82M | Buy |
260,969
+25,664
| +11% | +$474K | 0.01% | 1038 |
|
|
2021
Q1 | $4.16M | Buy |
235,305
+25,700
| +12% | +$454K | 0.01% | 1059 |
|
|
2020
Q4 | $3.73M | Buy |
209,605
+5,696
| +3% | +$101K | 0.01% | 1017 |
|
|
2020
Q3 | $3.65M | Buy |
203,909
+13,452
| +7% | +$241K | 0.01% | 909 |
|
|
2020
Q2 | $3.34M | Buy |
190,457
+22,730
| +14% | +$398K | 0.01% | 911 |
|
|
2020
Q1 | $2.35M | Sell |
167,727
-4,801
| -3% | -$67.4K | 0.01% | 969 |
|
|
2019
Q4 | $3.27M | Sell |
172,528
-18,198
| -10% | -$345K | 0.01% | 1054 |
|
|
2019
Q3 | $3.39M | Buy |
190,726
+14,471
| +8% | +$257K | 0.01% | 1008 |
|
|
2019
Q2 | $3.06M | Sell |
176,255
-14,819
| -8% | -$258K | 0.01% | 1068 |
|
|
2019
Q1 | $3.6M | Sell |
191,074
-24,176
| -11% | -$455K | 0.01% | 961 |
|
|
2018
Q4 | $3.46M | Sell |
215,250
-72,301
| -25% | -$1.16M | 0.01% | 919 |
|
|
2018
Q3 | $4.84M | Buy |
287,551
+10,528
| +4% | +$177K | 0.01% | 858 |
|
|
2018
Q2 | $4.42M | Sell |
277,023
-10,746
| -4% | -$172K | 0.01% | 869 |
|
|
2018
Q1 | $4.49M | Sell |
287,769
-64,074
| -18% | -$1,000K | 0.01% | 833 |
|
|
2017
Q4 | $6.33M | Buy |
351,843
+29,136
| +9% | +$524K | 0.02% | 681 |
|
|
2017
Q3 | $5.74M | Buy |
322,707
+164,350
| +104% | +$2.92M | 0.02% | 682 |
|
|
2017
Q2 | $3.17M | Buy |
158,357
+39,596
| +33% | +$792K | 0.01% | 899 |
|
|
2017
Q1 | $2.37M | Sell |
118,761
-1,409
| -1% | -$28.1K | 0.01% | 1015 |
|
|
2016
Q4 | $2.28M | Buy |
120,170
+61,044
| +103% | +$1.16M | 0.01% | 984 |
|
|
2016
Q3 | $1.27M | Buy |
59,126
+2,093
| +4% | +$45K | 0.01% | 1208 |
|
|
2016
Q2 | $1.2M | Sell |
57,033
-2,396
| -4% | -$50.4K | 0.01% | 1239 |
|
|
2016
Q1 | $1.1M | Buy |
59,429
+44,354
| +294% | +$824K | 0.01% | 1187 |
|
|
2015
Q4 | $254K | Buy |
+15,075
| New | +$254K | ﹤0.01% | 2000 |
|