Zullo Investment 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 |
-229
| Closed | -$13.4K | – | 600 |
|
|
2022
Q4 | $13.4K | Buy |
229
+1
| +0.4% | +$58 | 0.01% | 449 |
|
|
2022
Q3 | $12K | Hold |
228
| – | – | 0.01% | 463 |
|
|
2022
Q2 | $13K | Hold |
228
| – | – | 0.01% | 453 |
|
|
2022
Q1 | $15K | Hold |
228
| – | – | 0.01% | 467 |
|
|
2021
Q4 | $16K | Buy |
+228
| New | +$16K | 0.01% | 463 |
|