Advisors Asset Management’s Stifel SF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127K | Sell |
1,220
-2,089
| -63% | -$217K | ﹤0.01% | 1175 |
|
|
2025
Q1 | $312K | Sell |
3,309
-79
| -2% | -$7.45K | 0.01% | 1038 |
|
|
2024
Q4 | $359K | Buy |
3,388
+23
| +0.7% | +$2.44K | 0.01% | 1002 |
|
|
2024
Q3 | $316K | Buy |
3,365
+47
| +1% | +$4.41K | 0.01% | 1034 |
|
|
2024
Q2 | $279K | Buy |
3,318
+1,445
| +77% | +$122K | 0.01% | 1037 |
|
|
2024
Q1 | $146K | Buy |
+1,873
| New | +$146K | ﹤0.01% | 1181 |
|
|
2019
Q3 | – | Sell |
-959
| Closed | -$38K | – | 1593 |
|
|
2019
Q2 | $38K | Sell |
959
-1,218
| -56% | -$48.3K | ﹤0.01% | 1417 |
|
|
2019
Q1 | $77K | Sell |
2,177
-79
| -4% | -$2.79K | ﹤0.01% | 1563 |
|
|
2018
Q4 | $62K | Sell |
2,256
-101
| -4% | -$2.78K | ﹤0.01% | 1406 |
|
|
2018
Q3 | $81K | Buy |
2,357
+294
| +14% | +$10.1K | ﹤0.01% | 1384 |
|
|
2018
Q2 | $72K | Sell |
2,063
-7,471
| -78% | -$261K | ﹤0.01% | 1379 |
|
|
2018
Q1 | $380K | Buy |
+9,534
| New | +$380K | 0.01% | 1114 |
|
|
2017
Q1 | – | Sell |
-2,400
| Closed | -$80K | – | 1721 |
|
|
2016
Q4 | $80K | Hold |
2,400
| – | – | ﹤0.01% | 1569 |
|
|
2016
Q3 | $62K | Sell |
2,400
-300
| -11% | -$7.75K | ﹤0.01% | 1628 |
|
|
2016
Q2 | $57K | Hold |
2,700
| – | – | ﹤0.01% | 1642 |
|
|
2016
Q1 | $53K | Hold |
2,700
| – | – | ﹤0.01% | 1607 |
|
|
2015
Q4 | $76K | Hold |
2,700
| – | – | ﹤0.01% | 1616 |
|
|
2015
Q3 | $76K | Sell |
2,700
-150
| -5% | -$4.22K | ﹤0.01% | 1597 |
|
|
2015
Q2 | $110K | Sell |
2,850
-150
| -5% | -$5.79K | ﹤0.01% | 1525 |
|
|
2015
Q1 | $112K | Buy |
+3,000
| New | +$112K | ﹤0.01% | 1488 |
|