ABLA
SFB

Alan B. Lancz & Associates’s Stifel Financial Corp.5.20 percent Senior Notes due 2047 SFB Stock Holding History

Alan B. Lancz & Associates’s Portfolio SFB Stock Details SFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8,150
Closed -$185K – 183
2022
Q4 		$185K Buy
+8,150
New +$185K 0.19% 140
2022
Q2 		– Sell
-8,650
Closed -$215K – 189
2022
Q1 		$215K Hold
8,650
– – 0.19% 136
2021
Q4 		$226K Buy
+8,650
New +$226K 0.2% 131