Stifel Financial’s Silvercrest Asset Management SAMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-22,456
| Closed | -$459K | – | 3445 |
|
|
2022
Q1 | $459K | Buy |
22,456
+3,572
| +19% | +$73K | ﹤0.01% | 2624 |
|
|
2021
Q4 | $324K | Buy |
18,884
+1,371
| +8% | +$23.5K | ﹤0.01% | 2865 |
|
|
2021
Q3 | $273K | Buy |
17,513
+6,726
| +62% | +$105K | ﹤0.01% | 2968 |
|
|
2021
Q2 | $162K | Buy |
+10,787
| New | +$162K | ﹤0.01% | 3176 |
|