Stifel Financial’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $25.9M | Sell |
395,719
-25,931
| -6% | -$1.66M | 0.02% | 540 |
|
|
2025
Q4 | $25.5M | Buy |
421,650
+62,009
| +17% | +$3.83M | 0.02% | 555 |
|
|
2025
Q3 | $20.8M | Sell |
359,641
-30,642
| -8% | -$1.63M | 0.02% | 612 |
|
|
2025
Q2 | $19.5M | Sell |
390,283
-53,269
| -12% | -$2.08M | 0.02% | 603 |
|
|
2025
Q1 | $14.7M | Sell |
443,552
-35,368
| -7% | -$1.39M | 0.02% | 691 |
|
|
2024
Q4 | $18.4M | Sell |
478,920
-27,191
| -5% | -$1.01M | 0.02% | 601 |
|
|
2024
Q3 | $16.9M | Sell |
506,111
-171,892
| -25% | -$5.29M | 0.02% | 648 |
|
|
2024
Q2 | $20M | Buy |
678,003
+163,621
| +32% | +$4.9M | 0.02% | 544 |
|
|
2024
Q1 | $14.7M | Sell |
514,382
-247,043
| -32% | -$6.48M | 0.02% | 653 |
|
|
2023
Q4 | $17.5M | Sell |
761,425
-24,134
| -3% | -$483K | 0.02% | 571 |
|
|
2023
Q3 | $16M | Buy |
785,559
+113,313
| +17% | +$2.3M | 0.02% | 548 |
|
|
2023
Q2 | $14M | Buy |
672,246
+110,788
| +20% | +$1.98M | 0.02% | 588 |
|
|
2023
Q1 | $9.74M | Buy |
561,458
+322,189
| +135% | +$5.57M | 0.01% | 700 |
|
|
2022
Q4 | $3.87M | Buy |
239,269
+45,914
| +24% | +$689K | 0.01% | 1119 |
|
|
2022
Q3 | $2.43M | Buy |
193,355
+6,045
| +3% | +$77.3K | ﹤0.01% | 1331 |
|
|
2022
Q2 | $2.04M | Sell |
187,310
-276
| -0.1% | -$3.42K | ﹤0.01% | 1479 |
|
|
2022
Q1 | $2.62M | Buy |
187,586
+4,840
| +3% | +$61.8K | ﹤0.01% | 1444 |
|
|
2021
Q4 | $2.52M | Buy |
182,746
+4,422
| +2% | +$59.8K | ﹤0.01% | 1454 |
|
|
2021
Q3 | $2.38M | Sell |
178,324
-465
| -0.3% | -$6.25K | ﹤0.01% | 1473 |
|
|
2021
Q2 | $2.41M | Buy |
178,789
+3,998
| +2% | +$54.3K | ﹤0.01% | 1480 |
|
|
2021
Q1 | $2.41M | Sell |
174,791
-15,131
| -8% | -$208K | ﹤0.01% | 1408 |
|
|
2020
Q4 | $2.57M | Buy |
189,922
+19,142
| +11% | +$221K | ﹤0.01% | 1236 |
|
|
2020
Q3 | $1.43M | Buy |
170,780
+24,553
| +17% | +$200K | ﹤0.01% | 1401 |
|
|
2020
Q2 | $1.13M | Buy |
146,227
+5,627
| +4% | +$40.5K | ﹤0.01% | 1475 |
|
|
2020
Q1 | $899K | Buy |
140,600
+32,913
| +31% | +$285K | ﹤0.01% | 1499 |
|
|
2019
Q4 | $1.03M | Buy |
107,687
+36,260
| +51% | +$313K | ﹤0.01% | 1811 |
|
|
2019
Q3 | $558K | Buy |
71,427
+8,763
| +14% | +$67.3K | ﹤0.01% | 2111 |
|
|
2019
Q2 | $467K | Buy |
62,664
+18,836
| +43% | +$145K | ﹤0.01% | 2250 |
|
|
2019
Q1 | $334K | Sell |
43,828
-24,763
| -36% | -$177K | ﹤0.01% | 2298 |
|
|
2018
Q4 | $397K | Sell |
68,591
-199,471
| -74% | -$1.39M | ﹤0.01% | 2072 |
|
|
2018
Q3 | $2.65M | Buy |
268,062
+169,182
| +171% | +$1.77M | 0.01% | 1119 |
|
|
2018
Q2 | $1.04M | Sell |
98,880
-38,151
| -28% | -$428K | ﹤0.01% | 1586 |
|
|
2018
Q1 | $1.7M | Sell |
137,031
-67,007
| -33% | -$914K | 0.01% | 1252 |
|
|
2017
Q4 | $2.76M | Sell |
204,038
-36,998
| -15% | -$500K | 0.01% | 1002 |
|
|
2017
Q3 | $3.01M | Buy |
241,036
+1,844
| +0.8% | +$22.7K | 0.01% | 943 |
|
|
2017
Q2 | $2.94M | Buy |
239,192
+15,919
| +7% | +$197K | 0.01% | 933 |
|
|
2017
Q1 | $2.83M | Sell |
223,273
-36,649
| -14% | -$439K | 0.01% | 943 |
|
|
2016
Q4 | $2.82M | Sell |
259,922
-31,323
| -11% | -$335K | 0.01% | 892 |
|
|
2016
Q3 | $2.99M | Buy |
291,245
+11,454
| +4% | +$111K | 0.01% | 835 |
|
|
2016
Q2 | $2.48M | Buy |
279,791
+168,300
| +151% | +$1.57M | 0.01% | 907 |
|
|
2016
Q1 | $1.01M | Buy |
+111,491
| New | +$896K | 0.01% | 1229 |
|
Other funds holding FLEX
VPM
VCM
