Valley National Advisers’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-40
| Closed | -$3K | – | 1074 |
|
|
2024
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 849 |
|
|
2024
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 894 |
|
|
2023
Q4 | $2K | Buy |
40
+20
| +100% | +$1K | ﹤0.01% | 978 |
|
|
2023
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1004 |
|
|
2016
Q1 | – | Sell |
-80
| Closed | -$2K | – | 649 |
|
|
2015
Q4 | $2K | Hold |
80
| – | – | ﹤0.01% | 539 |
|
|
2015
Q3 | $2K | Hold |
80
| – | – | ﹤0.01% | 536 |
|
|
2015
Q2 | $3K | Buy |
+80
| New | +$3K | ﹤0.01% | 507 |
|