Stifel Financial’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-13,679
| Closed | -$264K | – | 3347 |
|
|
2023
Q1 | $264K | Buy |
13,679
+2,098
| +18% | +$40.5K | ﹤0.01% | 2896 |
|
|
2022
Q4 | $282K | Sell |
11,581
-1,782
| -13% | -$43.4K | ﹤0.01% | 2798 |
|
|
2022
Q3 | $322K | Sell |
13,363
-582
| -4% | -$14K | ﹤0.01% | 2682 |
|
|
2022
Q2 | $363K | Sell |
13,945
-667
| -5% | -$17.4K | ﹤0.01% | 2647 |
|
|
2022
Q1 | $440K | Buy |
14,612
+1,595
| +12% | +$48K | ﹤0.01% | 2644 |
|
|
2021
Q4 | $414K | Buy |
13,017
+37
| +0.3% | +$1.18K | ﹤0.01% | 2709 |
|
|
2021
Q3 | $398K | Sell |
12,980
-148
| -1% | -$4.54K | ﹤0.01% | 2708 |
|
|
2021
Q2 | $394K | Sell |
13,128
-30
| -0.2% | -$900 | ﹤0.01% | 2725 |
|
|
2021
Q1 | $399K | Buy |
+13,158
| New | +$399K | ﹤0.01% | 2617 |
|
|
2020
Q4 | – | Sell |
-10,397
| Closed | -$160K | – | 3055 |
|
|
2020
Q3 | $160K | Sell |
10,397
-3,629
| -26% | -$55.8K | ﹤0.01% | 2668 |
|
|
2020
Q2 | $261K | Buy |
14,026
+809
| +6% | +$15.1K | ﹤0.01% | 2437 |
|
|
2020
Q1 | $243K | Sell |
13,217
-1,916
| -13% | -$35.2K | ﹤0.01% | 2333 |
|
|
2019
Q4 | $489K | Buy |
15,133
+2
| +0% | +$65 | ﹤0.01% | 2270 |
|
|
2019
Q3 | $456K | Buy |
15,131
+12
| +0.1% | +$362 | ﹤0.01% | 2217 |
|
|
2019
Q2 | $436K | Sell |
15,119
-298
| -2% | -$8.59K | ﹤0.01% | 2281 |
|
|
2019
Q1 | $425K | Buy |
15,417
+2,062
| +15% | +$56.8K | ﹤0.01% | 2162 |
|
|
2018
Q4 | $344K | Sell |
13,355
-1,267
| -9% | -$32.6K | ﹤0.01% | 2154 |
|
|
2018
Q3 | $458K | Sell |
14,622
-12,700
| -46% | -$398K | ﹤0.01% | 2132 |
|
|
2018
Q2 | $900K | Buy |
27,322
+7,776
| +40% | +$256K | ﹤0.01% | 1694 |
|
|
2018
Q1 | $576K | Buy |
19,546
+5,648
| +41% | +$166K | ﹤0.01% | 1889 |
|
|
2017
Q4 | $433K | Buy |
+13,898
| New | +$433K | ﹤0.01% | 1999 |
|