Advisornet Financial’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $726 | Buy |
7
+5
| +250% | +$519 | ﹤0.01% | 1966 |
|
|
2025
Q1 | $189 | Sell |
2
-1
| -33% | -$95 | ﹤0.01% | 2057 |
|
|
2024
Q4 | $318 | Sell |
3
-29
| -91% | -$3.07K | ﹤0.01% | 1823 |
|
|
2024
Q3 | $3.01K | Buy |
32
+5
| +19% | +$470 | ﹤0.01% | 1673 |
|
|
2024
Q2 | $2.27K | Hold |
27
| – | – | ﹤0.01% | 1595 |
|
|
2024
Q1 | $2.11K | Buy |
27
+10
| +59% | +$782 | ﹤0.01% | 1587 |
|
|
2023
Q4 | $1.18K | Buy |
+17
| New | +$1.18K | ﹤0.01% | 1842 |
|
|
2023
Q3 | – | Sell |
-85
| Closed | -$5.07K | – | 2395 |
|
|
2023
Q2 | $5.07K | Sell |
85
-19
| -18% | -$1.13K | ﹤0.01% | 1494 |
|
|
2023
Q1 | $6.15K | Sell |
104
-19
| -15% | -$1.12K | ﹤0.01% | 1439 |
|
|
2022
Q4 | $7.18K | Buy |
123
+98
| +392% | +$5.72K | ﹤0.01% | 1377 |
|
|
2022
Q3 | $1K | Sell |
25
-45
| -64% | -$1.8K | ﹤0.01% | 1794 |
|
|
2022
Q2 | $4K | Buy |
70
+50
| +250% | +$2.86K | ﹤0.01% | 1565 |
|
|
2022
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 1917 |
|
|
2021
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1947 |
|
|
2019
Q2 | – | Sell |
-150
| Closed | -$5K | – | 1777 |
|
|
2019
Q1 | $5K | Buy |
+150
| New | +$5K | ﹤0.01% | 1328 |
|