James M. Oates is Director at STIFEL FINANCIAL CORP (SF). They have made 34 open-market trades across 12 companies since 2009, most recently 2021-06-02.
CIK 0001180238
15 open-market purchases totalling $238K since 2012, against 19 sales. Across 15 scored buys the stock is down 0.2% at ninety days, and 1.3 points behind the S&P over the same stretch.
15 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 20% | 27% | 27% |
| Avg Move | -3.2% | -0.9% | -0.2% |
| Alpha | -155.2% | -1.3% | -1.3% |
| Scored | 15 | 15 | 15 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| SF | SELL | 2021-06-02 | 2021-06-03 | $68.64 | $1.4M | -4.5% | -5.4% | +1.5% |
| SF | SELL | 2021-02-22 | 2021-02-24 | $60.63 | $606K | +0.4% | +0.3% | +5.1% |
| SF | SELL | 2020-11-09 | 2020-11-10 | $68.14 | $613K | -2.5% | +7.0% | +20.1% |
| SF | SELL | 2019-12-20 | 2019-12-23 | $61.99 | $620K | -1.2% | +3.0% | -44.9% |
| SF | SELL | 2019-05-09 | 2019-05-10 | $58.61 | $1.2M | -0.8% | -0.0% | -5.7% |
| SF | SELL | 2017-11-10 | 2017-11-14 | $52.27 | $185K | +3.4% | +13.1% | +18.9% |
| DSE | SELL | 2017-07-31 | 2017-08-02 | $7.22 | $14K | -9.4% | -8.4% | -20.7% |
| ZF | SELL | 2017-07-17 | 2018-04-13 | $12.06 | $136K | -0.1% | +1.1% | -0.8% |
| VGI | SELL | 2017-07-17 | 2018-04-13 | $16.81 | $27K | N/A | N/A | N/A |
| ZTR | BUY | 2017-01-11 | 2017-01-11 | $11.26 | $34K | +0.5% | +1.3% | +7.2% |
| SF | SELL | 2016-12-05 | 2016-12-05 | $50.42 | $252K | +1.7% | +0.8% | +5.7% |
| SF | SELL | 2016-11-22 | 2016-11-23 | $50.20 | $251K | +0.2% | +2.2% | +9.4% |
| DSE | BUY | 2016-06-06 | 2016-06-07 | $8.15 | $16K | -10.2% | -10.8% | -8.4% |
| DSE | BUY | 2016-05-16 | 2016-05-17 | $7.26 | $125K | +4.0% | +2.4% | +11.1% |
| DSE | BUY | 2015-12-04 | 2015-12-07 | $6.28 | $13K | -27.5% | -2.2% | -7.6% |
| HPI | BUY | 2014-02-10 | 2014-02-10 | $18.95 | $2K | -0.3% | -0.2% | -0.2% |
| HPS | BUY | 2014-02-10 | 2014-02-10 | $16.82 | $2K | -1.2% | -0.9% | -0.9% |
| JHI | BUY | 2014-02-10 | 2014-02-10 | $19.97 | $2K | -0.8% | -0.7% | -0.7% |
| JHS | BUY | 2014-02-10 | 2014-02-10 | $14.53 | $2K | -0.8% | +0.4% | +0.4% |
| PDT | BUY | 2014-02-10 | 2014-02-10 | $12.22 | $2K | +0.6% | -0.5% | -0.5% |
| HPF | BUY | 2014-02-10 | 2014-02-10 | $18.88 | $2K | -1.5% | -0.9% | -0.9% |
| SF | SELL | 2013-11-26 | 2013-11-27 | $44.95 | $270K | -15.1% | +0.1% | +0.1% |
| HPI | BUY | 2013-11-18 | 2013-11-18 | $18.35 | $973 | -0.3% | -0.2% | -0.2% |
| JHI | BUY | 2013-11-18 | 2013-11-18 | $18.83 | $979 | -0.8% | -0.7% | -0.7% |
| HPS | BUY | 2013-11-18 | 2013-11-18 | $16.06 | $980 | -1.2% | -0.9% | -0.9% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.
| HPF |
| 731 |
| $10K |
| JHS | 923 | $9K |
| JHI | 706 | $8K |
| DCA | 100 | $437 |
| Total | $778K |
Shares reported on the most recent Form 4, priced at the 2021-06-03 close.