Stifel Financial’s First Advantage FA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,600
| Closed | -$174K | – | 3352 |
|
|
2023
Q3 | $174K | Sell |
12,600
-200
| -2% | -$2.76K | ﹤0.01% | 3018 |
|
|
2023
Q2 | $197K | Buy |
12,800
+1,700
| +15% | +$26.2K | ﹤0.01% | 3058 |
|
|
2023
Q1 | $155K | Sell |
11,100
-125
| -1% | -$1.75K | ﹤0.01% | 3105 |
|
|
2022
Q4 | $146K | Sell |
11,225
-2,450
| -18% | -$31.9K | ﹤0.01% | 3063 |
|
|
2022
Q3 | $175K | Buy |
+13,675
| New | +$175K | ﹤0.01% | 2987 |
|