Allworth Financial’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.2K | Buy |
484
+147
| +44% | +$15.3K | ﹤0.01% | 1931 |
|
|
2025
Q1 | $28.9K | Buy |
337
+136
| +68% | +$11.7K | ﹤0.01% | 1844 |
|
|
2024
Q4 | $23.1K | Buy |
201
+15
| +8% | +$1.73K | ﹤0.01% | 2000 |
|
|
2024
Q3 | $17.5K | Buy |
186
+4
| +2% | +$376 | ﹤0.01% | 2000 |
|
|
2024
Q2 | $15.1K | Buy |
182
+2
| +1% | +$166 | ﹤0.01% | 2045 |
|
|
2024
Q1 | $14.1K | Sell |
180
-23
| -11% | -$1.8K | ﹤0.01% | 1962 |
|
|
2023
Q4 | $14K | Buy |
203
+41
| +25% | +$2.84K | ﹤0.01% | 1843 |
|
|
2023
Q3 | $9.95K | Buy |
162
+23
| +17% | +$1.41K | ﹤0.01% | 1844 |
|
|
2023
Q2 | $8.3K | Sell |
139
-120
| -46% | -$7.16K | ﹤0.01% | 1919 |
|
|
2023
Q1 | $15.3K | Buy |
259
+157
| +154% | +$9.28K | ﹤0.01% | 1603 |
|
|
2022
Q4 | $5.95K | Buy |
102
+85
| +500% | +$4.96K | ﹤0.01% | 1838 |
|
|
2022
Q3 | $1K | Sell |
17
-192
| -92% | -$11.3K | ﹤0.01% | 2489 |
|
|
2022
Q2 | $12K | Buy |
209
+184
| +736% | +$10.6K | ﹤0.01% | 1505 |
|
|
2022
Q1 | $2K | Sell |
25
-278
| -92% | -$22.2K | ﹤0.01% | 1824 |
|
|
2021
Q4 | $21K | Buy |
303
+119
| +65% | +$8.25K | ﹤0.01% | 1106 |
|
|
2021
Q3 | $13K | Buy |
+184
| New | +$13K | ﹤0.01% | 1194 |
|