Ameritas Investment Partners’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.07M | Sell |
39,240
-158
| -0.4% | -$16.4K | 0.13% | 131 |
|
|
2025
Q1 | $3.71M | Buy |
39,398
+3,597
| +10% | +$339K | 0.13% | 138 |
|
|
2024
Q4 | $3.8M | Sell |
35,801
-531
| -1% | -$56.3K | 0.12% | 136 |
|
|
2024
Q3 | $3.41M | Sell |
36,332
-760
| -2% | -$71.4K | 0.11% | 165 |
|
|
2024
Q2 | $3.12M | Sell |
37,092
-729
| -2% | -$61.3K | 0.11% | 174 |
|
|
2024
Q1 | $2.96M | Hold |
37,821
| – | – | 0.1% | 200 |
|
|
2023
Q4 | $2.62M | Sell |
37,821
-904
| -2% | -$62.5K | 0.1% | 215 |
|
|
2023
Q3 | $2.38M | Sell |
38,725
-3,079
| -7% | -$189K | 0.1% | 210 |
|
|
2023
Q2 | $2.49M | Sell |
41,804
-316
| -0.8% | -$18.9K | 0.09% | 215 |
|
|
2023
Q1 | $2.49M | Sell |
42,120
-477
| -1% | -$28.2K | 0.1% | 213 |
|
|
2022
Q4 | $2.63M | Buy |
42,597
+2,000
| +5% | +$123K | 0.11% | 200 |
|
|
2022
Q3 | $2.11M | Sell |
40,597
-1,126
| -3% | -$58.4K | 0.09% | 217 |
|
|
2022
Q2 | $2.34M | Buy |
41,723
+666
| +2% | +$37.3K | 0.1% | 203 |
|
|
2022
Q1 | $2.79M | Hold |
41,057
| – | – | 0.1% | 205 |
|
|
2021
Q4 | $2.89M | Hold |
41,057
| – | – | 0.1% | 214 |
|
|
2021
Q3 | $2.79M | Sell |
41,057
-3,998
| -9% | -$272K | 0.1% | 199 |
|
|
2021
Q2 | $2.92M | Sell |
45,055
-8,508
| -16% | -$552K | 0.1% | 192 |
|
|
2021
Q1 | $3.21M | Sell |
53,563
-73
| -0.1% | -$4.37K | 0.12% | 156 |
|
|
2020
Q4 | $2.71M | Sell |
53,636
-646
| -1% | -$32.6K | 0.12% | 182 |
|
|
2020
Q3 | $1.83M | Sell |
54,282
-954
| -2% | -$32.1K | 0.08% | 255 |
|
|
2020
Q2 | $1.75M | Buy |
55,236
+964
| +2% | +$30.5K | 0.08% | 247 |
|
|
2020
Q1 | $1.49M | Buy |
54,272
+287
| +0.5% | +$7.9K | 0.08% | 245 |
|
|
2019
Q4 | $2.18M | Sell |
53,985
-9,306
| -15% | -$376K | 0.1% | 215 |
|
|
2019
Q3 | $2.42M | Buy |
63,291
+23,727
| +60% | +$907K | 0.11% | 186 |
|
|
2019
Q2 | $1.56M | Sell |
39,564
-677
| -2% | -$26.7K | 0.07% | 324 |
|
|
2019
Q1 | $1.42M | Hold |
40,241
| – | – | 0.07% | 357 |
|
|
2018
Q4 | $1.11M | Hold |
40,241
| – | – | 0.06% | 411 |
|
|
2018
Q3 | $1.38M | Sell |
40,241
-516
| -1% | -$17.6K | 0.06% | 389 |
|
|
2018
Q2 | $1.42M | Buy |
40,757
+132
| +0.3% | +$4.6K | 0.07% | 370 |
|
|
2018
Q1 | $1.6M | Buy |
40,625
+1,349
| +3% | +$53.3K | 0.08% | 326 |
|
|
2017
Q4 | $1.56M | Sell |
39,276
-230
| -0.6% | -$9.14K | 0.07% | 354 |
|
|
2017
Q3 | $1.26M | Hold |
39,506
| – | – | 0.06% | 420 |
|
|
2017
Q2 | $1.21M | Buy |
39,506
+1,236
| +3% | +$37.9K | 0.06% | 440 |
|
|
2017
Q1 | $1.28M | Hold |
38,270
| – | – | 0.06% | 402 |
|
|
2016
Q4 | $1.27M | Sell |
38,270
-466
| -1% | -$15.5K | 0.06% | 409 |
|
|
2016
Q3 | $993K | Buy |
38,736
+15,591
| +67% | +$400K | 0.05% | 484 |
|
|
2016
Q2 | $485K | Sell |
23,145
-31,709
| -58% | -$664K | 0.03% | 618 |
|
|
2016
Q1 | $1.08M | Sell |
54,854
-18,900
| -26% | -$373K | 0.07% | 277 |
|
|
2015
Q4 | $2.08M | Buy |
73,754
+50,250
| +214% | +$1.42M | 0.14% | 160 |
|
|
2015
Q3 | $660K | Buy |
23,504
+377
| +2% | +$10.6K | 0.05% | 408 |
|
|
2015
Q2 | $890K | Sell |
23,127
-624
| -3% | -$24K | 0.06% | 337 |
|
|
2015
Q1 | $883K | Buy |
23,751
+14,950
| +170% | +$556K | 0.06% | 350 |
|
|
2014
Q4 | $299K | Hold |
8,801
| – | – | 0.02% | 823 |
|
|
2014
Q3 | $275K | Hold |
8,801
| – | – | 0.02% | 838 |
|
|
2014
Q2 | $278K | Buy |
8,801
+552
| +7% | +$17.4K | 0.02% | 866 |
|
|
2014
Q1 | $274K | Hold |
8,249
| – | – | 0.02% | 846 |
|
|
2013
Q4 | $264K | Hold |
8,249
| – | – | 0.02% | 868 |
|
|
2013
Q3 | $227K | Buy |
+8,249
| New | +$227K | 0.02% | 857 |
|