Stifel Financial’s First Capital FCAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $580K | Buy |
14,036
+2,384
| +20% | +$98.4K | ﹤0.01% | 2691 |
|
|
2025
Q1 | $445K | Hold |
11,652
| – | – | ﹤0.01% | 2749 |
|
|
2024
Q4 | $376K | Hold |
11,652
| – | – | ﹤0.01% | 2847 |
|
|
2024
Q3 | $407K | Sell |
11,652
-425
| -4% | -$14.9K | ﹤0.01% | 2796 |
|
|
2024
Q2 | $362K | Sell |
12,077
-830
| -6% | -$24.9K | ﹤0.01% | 2814 |
|
|
2024
Q1 | $368K | Sell |
12,907
-380
| -3% | -$10.8K | ﹤0.01% | 2786 |
|
|
2023
Q4 | $371K | Sell |
13,287
-300
| -2% | -$8.37K | ﹤0.01% | 2723 |
|
|
2023
Q3 | $377K | Sell |
13,587
-2,000
| -13% | -$55.5K | ﹤0.01% | 2650 |
|
|
2023
Q2 | $480K | Sell |
15,587
-4,000
| -20% | -$123K | ﹤0.01% | 2544 |
|
|
2023
Q1 | $502K | Buy |
19,587
+69
| +0.4% | +$1.77K | ﹤0.01% | 2506 |
|
|
2022
Q4 | $486K | Hold |
19,518
| – | – | ﹤0.01% | 2490 |
|
|
2022
Q3 | $502K | Hold |
19,518
| – | – | ﹤0.01% | 2429 |
|
|
2022
Q2 | $529K | Hold |
19,518
| – | – | ﹤0.01% | 2429 |
|
|
2022
Q1 | $765K | Hold |
19,518
| – | – | ﹤0.01% | 2304 |
|
|
2021
Q4 | $790K | Sell |
19,518
-750
| -4% | -$30.4K | ﹤0.01% | 2295 |
|
|
2021
Q3 | $827K | Buy |
20,268
+8,342
| +70% | +$340K | ﹤0.01% | 2242 |
|
|
2021
Q2 | $517K | Buy |
+11,926
| New | +$517K | ﹤0.01% | 2565 |
|