Advisornet Financial’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $794 | Hold |
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|
2025
Q2 | $726 | Buy |
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|
2025
Q1 | $189 | Sell |
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|
2024
Q4 | $318 | Sell |
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|
2024
Q3 | $3K | Buy |
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|
2024
Q2 | $2.27K | Hold |
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|
2024
Q1 | $2.11K | Buy |
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|
2023
Q4 | $1.18K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $5.07K | Sell |
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|
2023
Q1 | $6.14K | Sell |
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|
2022
Q4 | $7.18K | Buy |
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|
2022
Q3 | $1K | Sell |
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|
2022
Q2 | $4K | Buy |
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|
2022
Q1 | $1K | Hold |
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|
2021
Q4 | $1K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $5K | Buy |
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