Stifel Financial’s Heritage Oaks Bancorp HEOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-176,700
| Closed | -$2.36M | – | 2703 |
|
|
2017
Q1 | $2.36M | Buy |
176,700
+200
| +0.1% | +$2.67K | 0.01% | 1018 |
|
|
2016
Q4 | $2.18M | Hold |
176,500
| – | – | 0.01% | 1001 |
|
|
2016
Q3 | $1.45M | Hold |
176,500
| – | – | 0.01% | 1139 |
|
|
2016
Q2 | $1.4M | Hold |
176,500
| – | – | 0.01% | 1167 |
|
|
2016
Q1 | $1.38M | Hold |
176,500
| – | – | 0.01% | 1092 |
|
|
2015
Q4 | $1.41M | Hold |
176,500
| – | – | 0.01% | 1139 |
|
|
2015
Q3 | $1.41M | Sell |
176,500
-43,500
| -20% | -$346K | 0.01% | 1074 |
|
|
2015
Q2 | $1.73M | Sell |
220,000
-10,190
| -4% | -$80.2K | 0.01% | 1089 |
|
|
2015
Q1 | $1.91M | Sell |
230,190
-19,910
| -8% | -$165K | 0.01% | 964 |
|
|
2014
Q4 | $2.1M | Buy |
250,100
+225,419
| +913% | +$1.89M | 0.01% | 890 |
|
|
2014
Q3 | $173K | Buy |
+24,681
| New | +$173K | ﹤0.01% | 2035 |
|