Versor Investments’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,288
| Closed | -$1.06M | – | 905 |
|
|
2025
Q1 | $1.06M | Buy |
11,288
+6,548
| +138% | +$617K | 0.17% | 188 |
|
|
2024
Q4 | $503K | Buy |
+4,740
| New | +$503K | 0.09% | 388 |
|
|
2024
Q1 | – | Sell |
-4,400
| Closed | -$304K | – | 861 |
|
|
2023
Q4 | $304K | Sell |
4,400
-800
| -15% | -$55.3K | 0.06% | 515 |
|
|
2023
Q3 | $319K | Buy |
+5,200
| New | +$319K | 0.06% | 463 |
|
|
2023
Q2 | – | Sell |
-5,800
| Closed | -$343K | – | 812 |
|
|
2023
Q1 | $343K | Sell |
5,800
-700
| -11% | -$41.4K | 0.04% | 448 |
|
|
2022
Q4 | $379K | Buy |
+6,500
| New | +$379K | 0.03% | 430 |
|