Stifel Financial’s OrthoPediatrics KIDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,839
| Closed | -$256K | – | 3352 |
|
|
2023
Q2 | $256K | Sell |
5,839
-81
| -1% | -$3.55K | ﹤0.01% | 2922 |
|
|
2023
Q1 | $262K | Sell |
5,920
-756
| -11% | -$33.5K | ﹤0.01% | 2899 |
|
|
2022
Q4 | $265K | Buy |
6,676
+1,230
| +23% | +$48.9K | ﹤0.01% | 2841 |
|
|
2022
Q3 | $251K | Sell |
5,446
-5,650
| -51% | -$260K | ﹤0.01% | 2831 |
|
|
2022
Q2 | $479K | Hold |
11,096
| – | – | ﹤0.01% | 2485 |
|
|
2022
Q1 | $599K | Buy |
11,096
+586
| +6% | +$31.6K | ﹤0.01% | 2472 |
|
|
2021
Q4 | $630K | Sell |
10,510
-100
| -0.9% | -$5.99K | ﹤0.01% | 2454 |
|
|
2021
Q3 | $695K | Sell |
10,610
-130
| -1% | -$8.52K | ﹤0.01% | 2363 |
|
|
2021
Q2 | $679K | Buy |
10,740
+180
| +2% | +$11.4K | ﹤0.01% | 2396 |
|
|
2021
Q1 | $515K | Buy |
10,560
+69
| +0.7% | +$3.37K | ﹤0.01% | 2468 |
|
|
2020
Q4 | $433K | Buy |
10,491
+4,240
| +68% | +$175K | ﹤0.01% | 2408 |
|
|
2020
Q3 | $287K | Hold |
6,251
| – | – | ﹤0.01% | 2432 |
|
|
2020
Q2 | $273K | Sell |
6,251
-228
| -4% | -$9.96K | ﹤0.01% | 2413 |
|
|
2020
Q1 | $258K | Buy |
6,479
+178
| +3% | +$7.09K | ﹤0.01% | 2284 |
|
|
2019
Q4 | $296K | Sell |
6,301
-1,549
| -20% | -$72.8K | ﹤0.01% | 2537 |
|
|
2019
Q3 | $277K | Hold |
7,850
| – | – | ﹤0.01% | 2483 |
|
|
2019
Q2 | $308K | Sell |
7,850
-518
| -6% | -$20.3K | ﹤0.01% | 2485 |
|
|
2019
Q1 | $371K | Buy |
8,368
+668
| +9% | +$29.6K | ﹤0.01% | 2234 |
|
|
2018
Q4 | $268K | Hold |
7,700
| – | – | ﹤0.01% | 2296 |
|
|
2018
Q3 | $283K | Buy |
+7,700
| New | +$283K | ﹤0.01% | 2393 |
|
|
2018
Q2 | – | Sell |
-12,982
| Closed | -$196K | – | 2758 |
|
|
2018
Q1 | $196K | Buy |
+12,982
| New | +$196K | ﹤0.01% | 2473 |
|