AIM
Access Investment Management’s Stifel SF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Buy |
+142,472
| New | +$14.8M | 4.21% | 4 |
|
|
2024
Q4 | $15.1M | Buy |
142,407
+80
| +0.1% | +$8.49K | 4.38% | 5 |
|
|
2024
Q3 | $13.4M | Buy |
142,327
+25
| +0% | +$2.35K | 4.07% | 6 |
|
|
2024
Q2 | $12M | Hold |
142,302
| – | – | 3.89% | 8 |
|
|
2024
Q1 | $11.1M | Hold |
142,302
| – | – | 3.67% | 8 |
|
|
2023
Q4 | $9.84M | Buy |
+142,302
| New | +$9.84M | 3.67% | 9 |
|