Zacks Investment Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-59,967
| Closed | -$2.36M | – | 575 |
|
|
2019
Q2 | $2.36M | Buy |
59,967
+1,197
| +2% | +$47.1K | 0.05% | 237 |
|
|
2019
Q1 | $2.07M | Buy |
+58,770
| New | +$2.07M | 0.04% | 254 |
|
|
2018
Q2 | – | Sell |
-49,323
| Closed | -$1.95M | – | 598 |
|
|
2018
Q1 | $1.95M | Buy |
+49,323
| New | +$1.95M | 0.04% | 271 |
|
|
2017
Q2 | – | Sell |
-46,434
| Closed | -$1.55M | – | 671 |
|
|
2017
Q1 | $1.55M | Buy |
+46,434
| New | +$1.55M | 0.04% | 274 |
|