Stifel Financial’s HERITAGE FINANCIAL GROUP HBOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-18,187
| Closed | -$549K | – | 2489 |
|
|
2015
Q2 | $549K | Buy |
18,187
+2,435
| +15% | +$73.5K | ﹤0.01% | 1638 |
|
|
2015
Q1 | $426K | Sell |
15,752
-36,669
| -70% | -$992K | ﹤0.01% | 1705 |
|
|
2014
Q4 | $1.35M | Buy |
52,421
+28,021
| +115% | +$724K | 0.01% | 1109 |
|
|
2014
Q3 | $489K | Sell |
24,400
-5,806
| -19% | -$116K | ﹤0.01% | 1540 |
|
|
2014
Q2 | $595K | Buy |
+30,206
| New | +$595K | 0.01% | 1392 |
|