AMG National Trust Bank’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 | $973K | Buy |
|
|||||
|
2025
Q1 | $882K | Sell |
|
|||||
|
2024
Q4 | $1.39M | Sell |
|
|||||
|
2024
Q3 | $1.91M | Sell |
|
|||||
|
2024
Q2 | $1.78M | Sell |
|
|||||
|
2024
Q1 | $1.66M | Buy |
|
|||||
|
2023
Q4 | $1.44M | Sell |
|
|||||
|
2023
Q3 | $1.29M | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $478K | Sell |
|
|||||
|
2020
Q2 | $850K | Sell |
|
|||||
|
2020
Q1 | $759K | Sell |
|
|||||
|
2019
Q4 | $1.12M | Buy |
|
|||||
|
2019
Q3 | $1.05M | Buy |
|
|||||
|
2019
Q2 | $1.03M | Sell |
|
|||||
|
2019
Q1 | $928K | Sell |
|
|||||
|
2018
Q4 | $882K | Sell |
|
|||||
|
2018
Q3 | $1.15M | Buy |
|
|||||
|
2018
Q2 | $1.16M | Sell |
|
|||||
|
2018
Q1 | $1.32M | Buy |
|
|||||
|
2017
Q4 | $1.32M | Buy |
|
|||||
|
2017
Q3 | $1.18M | Buy |
|
|||||
|
2017
Q2 | $986K | Buy |
|
|||||
|
2017
Q1 | $805K | Sell |
|
|||||
|
2016
Q4 | $1.02M | Buy |
|
|||||
|
2016
Q3 | $768K | Buy |
|
|||||
|
2016
Q2 | $561K | Sell |
|
|||||
|
2016
Q1 | $544K | Buy |
|
|||||
|
2015
Q4 | $439K | Hold |
|
|||||
|
2015
Q3 | $437K | Sell |
|
|||||
|
2015
Q2 | $601K | Sell |
|
|||||
|
2015
Q1 | $584K | Sell |
|
|||||
|
2014
Q4 | $539K | Sell |
|
|||||
|
2014
Q3 | $535K | Sell |
|
|||||
|
2014
Q2 | $646K | Sell |
|
|||||
|
2014
Q1 | $682K | Sell |
|
|||||
|
2013
Q4 | $669K | Buy |
|
|||||
|
2013
Q3 | $563K | Sell |
|
|||||
|
2013
Q2 | $491K | Buy |
|