Stifel Financial’s Surface Oncology, Inc. Common Stock SURF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-376,750
| Closed | -$328K | – | 3442 |
|
|
2023
Q2 | $328K | Sell |
376,750
-10,875
| -3% | -$7.75K | ﹤0.01% | 2767 |
|
|
2023
Q1 | $271K | Sell |
387,625
-31,800
| -8% | -$25.8K | ﹤0.01% | 2878 |
|
|
2022
Q4 | $344K | Sell |
419,425
-10,940
| -3% | -$10.8K | ﹤0.01% | 2671 |
|
|
2022
Q3 | $448K | Buy |
430,365
+61,941
| +17% | +$99K | ﹤0.01% | 2489 |
|
|
2022
Q2 | $604K | Buy |
368,424
+40,420
| +12% | +$83.9K | ﹤0.01% | 2357 |
|
|
2022
Q1 | $964K | Buy |
328,004
+38,385
| +13% | +$135K | ﹤0.01% | 2141 |
|
|
2021
Q4 | $1.38M | Buy |
289,619
+42,392
| +17% | +$274K | ﹤0.01% | 1879 |
|
|
2021
Q3 | $1.87M | Buy |
247,227
+87,230
| +55% | +$558K | ﹤0.01% | 1624 |
|
|
2021
Q2 | $1.19M | Buy |
159,997
+57,974
| +57% | +$447K | ﹤0.01% | 1966 |
|
|
2021
Q1 | $796K | Buy |
102,023
+61,673
| +153% | +$616K | ﹤0.01% | 2152 |
|
|
2020
Q4 | $373K | Buy |
40,350
+17,800
| +79% | +$155K | ﹤0.01% | 2491 |
|
|
2020
Q3 | $156K | Buy |
22,550
+7,050
| +45% | +$42.8K | ﹤0.01% | 2676 |
|
|
2020
Q2 | $102K | Buy |
+15,500
| New | +$56K | ﹤0.01% | 2718 |
|
|
2018
Q3 | – | Sell |
-38,391
| Closed | -$627K | – | 2842 |
|
|
2018
Q2 | $627K | Buy |
+38,391
| New | +$556K | ﹤0.01% | 1901 |
|
Stifel Financial's SURF Position: Q3 2023 in Review
Stifel Financial sold out of Surface Oncology, Inc. Common Stock (SURF) in Q3 2023, closing a stake of 376,750 shares — an estimated $328K sold.
Stifel Financial first reported a position in SURF in Q2 2018 and held it in 14 quarters. The position peaked at $1.87M in Q3 2021. 0 funds tracked by Wall St. Rank hold SURF as of Q3 2023.
- Stifel Financial reported no remaining Surface Oncology, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
- Stifel Financial sold 376,750 Surface Oncology, Inc. Common Stock shares in Q3 2023, an estimated $328K.
- Stifel Financial first reported a position in Surface Oncology, Inc. Common Stock in Q2 2018 and held it in 14 quarters.
- Stifel Financial's Surface Oncology, Inc. Common Stock position peaked at $1.87M in Q3 2021.
- 0 funds tracked by Wall St. Rank held Surface Oncology, Inc. Common Stock as of Q3 2023.
Based on Stifel Financial's 13F filing for Q3 2023, filed 13 Nov 2023.