ABLA
SFB

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

Alan B. Lancz & Associates’s Portfolio SFB Stock Details SFB Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
2022
Q4 		$185K Buy
2022
Q2 		– Sell
2022
Q1 		$215K Hold
2021
Q4 		$226K Buy