Stifel Financial’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,605
| Closed | -$895K | – | 3453 |
|
|
2024
Q3 | $895K | Sell |
9,605
-535
| -5% | -$49.8K | ﹤0.01% | 2305 |
|
|
2024
Q2 | $869K | Sell |
10,140
-666
| -6% | -$57.1K | ﹤0.01% | 2256 |
|
|
2024
Q1 | $907K | Buy |
10,806
+243
| +2% | +$20.4K | ﹤0.01% | 2240 |
|
|
2023
Q4 | $886K | Sell |
10,563
-589
| -5% | -$49.4K | ﹤0.01% | 2217 |
|
|
2023
Q3 | $833K | Buy |
11,152
+391
| +4% | +$29.2K | ﹤0.01% | 2165 |
|
|
2023
Q2 | $909K | Sell |
10,761
-148
| -1% | -$12.5K | ﹤0.01% | 2144 |
|
|
2023
Q1 | $859K | Buy |
10,909
+89
| +0.8% | +$7K | ﹤0.01% | 2164 |
|
|
2022
Q4 | $793K | Buy |
10,820
+229
| +2% | +$16.8K | ﹤0.01% | 2171 |
|
|
2022
Q3 | $613K | Buy |
10,591
+497
| +5% | +$28.8K | ﹤0.01% | 2311 |
|
|
2022
Q2 | $631K | Buy |
10,094
+771
| +8% | +$48.2K | ﹤0.01% | 2332 |
|
|
2022
Q1 | $699K | Sell |
9,323
-10,655
| -53% | -$799K | ﹤0.01% | 2366 |
|
|
2021
Q4 | $1.59M | Buy |
19,978
+2,171
| +12% | +$173K | ﹤0.01% | 1790 |
|
|
2021
Q3 | $1.48M | Buy |
17,807
+267
| +2% | +$22.2K | ﹤0.01% | 1786 |
|
|
2021
Q2 | $1.54M | Buy |
17,540
+1,172
| +7% | +$103K | ﹤0.01% | 1790 |
|
|
2021
Q1 | $1.46M | Buy |
16,368
+842
| +5% | +$75K | ﹤0.01% | 1724 |
|
|
2020
Q4 | $1.14M | Buy |
15,526
+635
| +4% | +$46.5K | ﹤0.01% | 1752 |
|
|
2020
Q3 | $1.02M | Sell |
14,891
-100,479
| -87% | -$6.88M | ﹤0.01% | 1616 |
|
|
2020
Q2 | $8.13M | Sell |
115,370
-7,178
| -6% | -$506K | 0.02% | 564 |
|
|
2020
Q1 | $7.12M | Buy |
122,548
+2,068
| +2% | +$120K | 0.02% | 535 |
|
|
2019
Q4 | $8.91M | Buy |
120,480
+115,561
| +2,349% | +$8.54M | 0.02% | 652 |
|
|
2019
Q3 | $381K | Buy |
4,919
+780
| +19% | +$60.4K | ﹤0.01% | 2309 |
|
|
2019
Q2 | $300K | Sell |
4,139
-889
| -18% | -$64.4K | ﹤0.01% | 2502 |
|
|
2019
Q1 | $356K | Hold |
5,028
| – | – | ﹤0.01% | 2257 |
|
|
2018
Q4 | $327K | Sell |
5,028
-870
| -15% | -$56.6K | ﹤0.01% | 2181 |
|
|
2018
Q3 | $382K | Sell |
5,898
-599
| -9% | -$38.8K | ﹤0.01% | 2225 |
|
|
2018
Q2 | $403K | Sell |
6,497
-1,282
| -16% | -$79.5K | ﹤0.01% | 2132 |
|
|
2018
Q1 | $519K | Sell |
7,779
-1,710
| -18% | -$114K | ﹤0.01% | 1952 |
|
|
2017
Q4 | $679K | Buy |
9,489
+344
| +4% | +$24.6K | ﹤0.01% | 1746 |
|
|
2017
Q3 | $590K | Sell |
9,145
-41
| -0.4% | -$2.65K | ﹤0.01% | 1786 |
|
|
2017
Q2 | $576K | Buy |
9,186
+455
| +5% | +$28.5K | ﹤0.01% | 1789 |
|
|
2017
Q1 | $545K | Buy |
8,731
+302
| +4% | +$18.9K | ﹤0.01% | 1770 |
|
|
2016
Q4 | $470K | Buy |
+8,429
| New | +$470K | ﹤0.01% | 1811 |
|
|
2016
Q3 | – | Sell |
-5,153
| Closed | -$287K | – | 2460 |
|
|
2016
Q2 | $287K | Sell |
5,153
-75,450
| -94% | -$4.2M | ﹤0.01% | 2059 |
|
|
2016
Q1 | $4.24M | Sell |
80,603
-55,351
| -41% | -$2.91M | 0.02% | 608 |
|
|
2015
Q4 | $7.65M | Sell |
135,954
-804
| -0.6% | -$45.3K | 0.04% | 414 |
|
|
2015
Q3 | $8.14M | Sell |
136,758
-68,143
| -33% | -$4.06M | 0.05% | 381 |
|
|
2015
Q2 | $13.5M | Sell |
204,901
-216,034
| -51% | -$14.2M | 0.07% | 299 |
|
|
2015
Q1 | $28.1M | Buy |
420,935
+7,769
| +2% | +$518K | 0.15% | 161 |
|
|
2014
Q4 | $30.2M | Buy |
413,166
+116,163
| +39% | +$8.49M | 0.17% | 158 |
|
|
2014
Q3 | $11.9M | Sell |
297,003
-66,369
| -18% | -$2.66M | 0.1% | 248 |
|
|
2014
Q2 | $15.6M | Buy |
363,372
+38,860
| +12% | +$1.67M | 0.14% | 188 |
|
|
2014
Q1 | $14.6M | Buy |
+324,512
| New | +$14.6M | 0.14% | 190 |
|