Stifel Financial Corp Invesco S&P Smallcap Energy Et Transaction History

Stifel Financial Corp

$86.8 Billion
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	SELL	$8.34 - $9.87 $132,714 - $157,061	-15,913 Reduced 42.78%	21,282 $201,000
Q1 2023 May 12, 2023	SELL	$8.57 - $10.96 $147,018 - $188,018	-17,155 Reduced 31.56%	37,195 $344,000
Q4 2022 Feb 13, 2023	SELL	$9.37 - $11.51 $77,930 - $95,728	-8,317 Reduced 13.27%	54,350 $553,000
Q3 2022 Nov 14, 2022	SELL	$7.93 - $10.58 $64,954 - $86,660	-8,191 Reduced 11.56%	62,667 $534,000
Q2 2022 Aug 15, 2022	BUY	$8.58 - $12.44 $358,678 - $520,041	41,804 Added 143.88%	70,858 $616,000
Q1 2022 May 13, 2022	BUY	$7.25 - $10.29 $210,641 - $298,965	29,054 New	29,054 $291,000
Q3 2021 Nov 15, 2021	SELL	$5.7 - $8.24 $295,242 - $426,807	-51,797 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$5.74 - $8.34 $195,820 - $284,519	34,115 Added 192.94%	51,797 $416,000
Q1 2021 May 14, 2021	BUY	$4.48 - $7.47 $79,215 - $132,084	17,682 New	17,682 $112,000

Others Institutions Holding PSCE

# of Institutions

2

Shares Held

78.1K

Call Options Held

0

Put Options Held

0

Strategic Wealth Advisors Group, LLC Sacramento, CA

59.2K
Shares

$3.1 Million
0.02% of portfolio
American Portfolios Advisors Holbrook, NY

18.9K
Shares

$989,970
0.01% of portfolio

About INVESCO S&P SMALLCAP ENERGY ET

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