Stifel Financial’s Herbalife HLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,315
| Closed | -$213K | – | 2891 |
|
|
2020
Q1 | $213K | Buy |
+7,315
| New | +$213K | ﹤0.01% | 2401 |
|
|
2019
Q3 | – | Sell |
-5,689
| Closed | -$243K | – | 2895 |
|
|
2019
Q2 | $243K | Sell |
5,689
-10,760
| -65% | -$460K | ﹤0.01% | 2611 |
|
|
2019
Q1 | $871K | Buy |
16,449
+4,277
| +35% | +$226K | ﹤0.01% | 1742 |
|
|
2018
Q4 | $717K | Buy |
12,172
+2,467
| +25% | +$145K | ﹤0.01% | 1740 |
|
|
2018
Q3 | $534K | Buy |
+9,705
| New | +$534K | ﹤0.01% | 2056 |
|
|
2014
Q3 | – | Sell |
-9,290
| Closed | -$300K | – | 2216 |
|
|
2014
Q2 | $300K | Buy |
9,290
+492
| +6% | +$15.9K | ﹤0.01% | 1776 |
|
|
2014
Q1 | $251K | Buy |
+8,798
| New | +$251K | ﹤0.01% | 1811 |
|