Stifel Financial’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,092
| Closed | -$100K | – | 3304 |
|
|
2020
Q4 | $100K | Sell |
2,092
-717
| -26% | -$34.3K | ﹤0.01% | 2936 |
|
|
2020
Q3 | $117K | Sell |
2,809
-2,283
| -45% | -$95.1K | ﹤0.01% | 2736 |
|
|
2020
Q2 | $180K | Sell |
5,092
-5,150
| -50% | -$182K | ﹤0.01% | 2608 |
|
|
2020
Q1 | $322K | Sell |
10,242
-1,837
| -15% | -$57.8K | ﹤0.01% | 2130 |
|
|
2019
Q4 | $556K | Sell |
12,079
-3,040
| -20% | -$140K | ﹤0.01% | 2185 |
|
|
2019
Q3 | $790K | Sell |
15,119
-323
| -2% | -$16.9K | ﹤0.01% | 1900 |
|
|
2019
Q2 | $863K | Buy |
15,442
+1,640
| +12% | +$91.7K | ﹤0.01% | 1892 |
|
|
2019
Q1 | $616K | Sell |
13,802
-454
| -3% | -$20.3K | ﹤0.01% | 1944 |
|
|
2018
Q4 | $529K | Sell |
14,256
-2,633
| -16% | -$97.7K | ﹤0.01% | 1911 |
|
|
2018
Q3 | $694K | Sell |
16,889
-1,220
| -7% | -$50.1K | ﹤0.01% | 1919 |
|
|
2018
Q2 | $893K | Sell |
18,109
-333
| -2% | -$16.4K | ﹤0.01% | 1700 |
|
|
2018
Q1 | $1.09M | Sell |
18,442
-918
| -5% | -$54.5K | ﹤0.01% | 1508 |
|
|
2017
Q4 | $1.2M | Buy |
19,360
+13,731
| +244% | +$854K | ﹤0.01% | 1408 |
|
|
2017
Q3 | $432K | Buy |
+5,629
| New | +$432K | ﹤0.01% | 1971 |
|
|
2016
Q2 | – | Sell |
-13,530
| Closed | -$609K | – | 2574 |
|
|
2016
Q1 | $609K | Buy |
+13,530
| New | +$609K | ﹤0.01% | 1477 |
|
|
2015
Q1 | – | Sell |
-5,140
| Closed | -$181K | – | 2381 |
|
|
2014
Q4 | $181K | Sell |
5,140
-50
| -1% | -$1.76K | ﹤0.01% | 2113 |
|
|
2014
Q3 | $225K | Buy |
+5,190
| New | +$225K | ﹤0.01% | 1951 |
|