Stifel Financial’s E*Trade Financial Corporation ETFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-155,807
| Closed | -$7.8M | – | 3176 |
|
2020
Q3 | $7.8M | Sell |
155,807
-14,285
| -8% | -$715K | 0.02% | 608 |
|
2020
Q2 | $8.46M | Sell |
170,092
-16,399
| -9% | -$815K | 0.02% | 550 |
|
2020
Q1 | $6.39M | Sell |
186,491
-8,154
| -4% | -$279K | 0.02% | 589 |
|
2019
Q4 | $8.78M | Buy |
194,645
+6,535
| +3% | +$295K | 0.02% | 660 |
|
2019
Q3 | $8.2M | Sell |
188,110
-28,442
| -13% | -$1.24M | 0.02% | 636 |
|
2019
Q2 | $9.65M | Buy |
216,552
+206,513
| +2,057% | +$9.2M | 0.02% | 585 |
|
2019
Q1 | $463K | Buy |
10,039
+958
| +11% | +$44.2K | ﹤0.01% | 2110 |
|
2018
Q4 | $399K | Sell |
9,081
-9,699
| -52% | -$426K | ﹤0.01% | 2069 |
|
2018
Q3 | $990K | Sell |
18,780
-11,046
| -37% | -$582K | ﹤0.01% | 1673 |
|
2018
Q2 | $1.82M | Sell |
29,826
-2,939
| -9% | -$179K | 0.01% | 1256 |
|
2018
Q1 | $1.82M | Sell |
32,765
-2,198
| -6% | -$122K | 0.01% | 1220 |
|
2017
Q4 | $1.73M | Sell |
34,963
-242
| -0.7% | -$12K | 0.01% | 1228 |
|
2017
Q3 | $1.53M | Buy |
35,205
+262
| +0.7% | +$11.4K | 0.01% | 1262 |
|
2017
Q2 | $1.33M | Sell |
34,943
-5,917
| -14% | -$225K | ﹤0.01% | 1312 |
|
2017
Q1 | $1.43M | Sell |
40,860
-39,534
| -49% | -$1.38M | 0.01% | 1250 |
|
2016
Q4 | $2.79M | Buy |
80,394
+9,663
| +14% | +$335K | 0.01% | 899 |
|
2016
Q3 | $2.06M | Sell |
70,731
-25,824
| -27% | -$752K | 0.01% | 977 |
|
2016
Q2 | $2.27M | Buy |
+96,555
| New | +$2.27M | 0.01% | 941 |
|
2016
Q1 | – | Sell |
-33,631
| Closed | -$995K | – | 2425 |
|
2015
Q4 | $995K | Sell |
33,631
-134,116
| -80% | -$3.97M | 0.01% | 1304 |
|
2015
Q3 | $4.42M | Buy |
167,747
+13,358
| +9% | +$352K | 0.02% | 565 |
|
2015
Q2 | $4.62M | Buy |
154,389
+4,613
| +3% | +$138K | 0.02% | 608 |
|
2015
Q1 | $4.28M | Sell |
149,776
-1,121
| -0.7% | -$32K | 0.02% | 660 |
|
2014
Q4 | $3.66M | Sell |
150,897
-30,349
| -17% | -$736K | 0.02% | 675 |
|
2014
Q3 | $4.09M | Buy |
181,246
+4,477
| +3% | +$101K | 0.04% | 527 |
|
2014
Q2 | $3.76M | Buy |
176,769
+78,061
| +79% | +$1.66M | 0.03% | 557 |
|
2014
Q1 | $2.27M | Buy |
+98,708
| New | +$2.27M | 0.02% | 708 |
|