Stifel Financial’s MediaAlpha MAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-64,716
| Closed | -$852K | – | 3425 |
|
|
2024
Q2 | $852K | Sell |
64,716
-204
| -0.3% | -$2.69K | ﹤0.01% | 2270 |
|
|
2024
Q1 | $1.32M | Buy |
64,920
+6,465
| +11% | +$132K | ﹤0.01% | 2016 |
|
|
2023
Q4 | $652K | Sell |
58,455
-9,675
| -14% | -$108K | ﹤0.01% | 2422 |
|
|
2023
Q3 | $563K | Sell |
68,130
-847
| -1% | -$7K | ﹤0.01% | 2434 |
|
|
2023
Q2 | $711K | Buy |
68,977
+2,024
| +3% | +$20.9K | ﹤0.01% | 2303 |
|
|
2023
Q1 | $1M | Buy |
66,953
+8,145
| +14% | +$122K | ﹤0.01% | 2057 |
|
|
2022
Q4 | $585K | Sell |
58,808
-12,354
| -17% | -$123K | ﹤0.01% | 2383 |
|
|
2022
Q3 | $623K | Buy |
71,162
+16,927
| +31% | +$148K | ﹤0.01% | 2300 |
|
|
2022
Q2 | $534K | Sell |
54,235
-527
| -1% | -$5.19K | ﹤0.01% | 2421 |
|
|
2022
Q1 | $906K | Sell |
54,762
-6,469
| -11% | -$107K | ﹤0.01% | 2185 |
|
|
2021
Q4 | $945K | Sell |
61,231
-6,491
| -10% | -$100K | ﹤0.01% | 2172 |
|
|
2021
Q3 | $1.27M | Sell |
67,722
-1,123
| -2% | -$21K | ﹤0.01% | 1904 |
|
|
2021
Q2 | $2.9M | Sell |
68,845
-444
| -0.6% | -$18.7K | ﹤0.01% | 1358 |
|
|
2021
Q1 | $2.46M | Buy |
+69,289
| New | +$2.46M | ﹤0.01% | 1394 |
|