Winton Group’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,198
| Closed | -$245K | – | 1054 |
|
|
2022
Q4 | $245K | Sell |
4,198
-82
| -2% | -$4.79K | 0.02% | 826 |
|
|
2022
Q3 | $222K | Buy |
+4,280
| New | +$222K | 0.01% | 861 |
|
|
2021
Q2 | – | Sell |
-100,678
| Closed | -$6.45M | – | 1506 |
|
|
2021
Q1 | $6.45M | Buy |
100,678
+11,105
| +12% | +$711K | 0.37% | 22 |
|
|
2020
Q4 | $4.52M | Buy |
+89,573
| New | +$4.52M | 0.33% | 23 |
|