Advisors Asset Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127K | Sell |
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|
2025
Q1 | $312K | Sell |
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|
2024
Q4 | $359K | Buy |
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|
2024
Q3 | $316K | Buy |
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|
2024
Q2 | $279K | Buy |
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|
2024
Q1 | $146K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $38K | Sell |
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|
2019
Q1 | $77K | Sell |
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|
2018
Q4 | $62K | Sell |
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|
2018
Q3 | $81K | Buy |
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|
2018
Q2 | $72K | Sell |
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|
2018
Q1 | $380K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $80K | Hold |
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|
2016
Q3 | $62K | Sell |
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|
2016
Q2 | $57K | Hold |
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|
2016
Q1 | $53K | Hold |
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|
2015
Q4 | $76K | Hold |
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|
2015
Q3 | $76K | Sell |
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|
2015
Q2 | $110K | Sell |
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|
2015
Q1 | $112K | Buy |
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