Stifel Financial’s Latham Group SWIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-111,862
| Closed | -$294K | – | 3422 |
|
|
2023
Q4 | $294K | Sell |
111,862
-15,219
| -12% | -$40K | ﹤0.01% | 2863 |
|
|
2023
Q3 | $356K | Sell |
127,081
-1,626
| -1% | -$4.55K | ﹤0.01% | 2690 |
|
|
2023
Q2 | $478K | Sell |
128,707
-2,443
| -2% | -$9.06K | ﹤0.01% | 2549 |
|
|
2023
Q1 | $375K | Buy |
131,150
+4,674
| +4% | +$13.4K | ﹤0.01% | 2679 |
|
|
2022
Q4 | $407K | Sell |
126,476
-11,118
| -8% | -$35.8K | ﹤0.01% | 2591 |
|
|
2022
Q3 | $494K | Sell |
137,594
-2,387
| -2% | -$8.57K | ﹤0.01% | 2441 |
|
|
2022
Q2 | $970K | Buy |
139,981
+63,208
| +82% | +$438K | ﹤0.01% | 2017 |
|
|
2022
Q1 | $1.02M | Buy |
+76,773
| New | +$1.02M | ﹤0.01% | 2101 |
|